DIALPAD FOR INSURANCE
Uncover Insurance Insights with Every Conversation
Loved by insurance agencies big and small
CLIENT COMMUNICATIONS
Automatically track client conversations
Real-time call transcriptions
Use AI-powered transcripts to handle complex customer communications, fact-check, and improve case handling during calls.
Self-serve, Ai-powered chatbot
Triage cases before they get assigned to specific agents–ensuring more personalized interactions.
Improved assessment
Enhance risk assessment on a per-customer basis, based on real agent interactions, with Ai Recaps and transcriptions.
Team collaboration
True omnichannel communications
Centralize communication channels for seamless collaboration across teams, improving efficiency and workflow, with our robust omnichannel platform.
Agent collaboration
Foster better communications between agents and underwriters with our Ai dashboard to respond to emergencies quicker.
Integrations
Integrate Dialpad with your existing CRM and workflow tools to customize and adapt communications during calls, in real time.
Dialpad was the only company that had everything we wanted, and I’m not even going to say it was close.
JORDAN LAY
SENIOR PRODUCT MANAGER, LEMONBREW
Encrypted at every step
Whether it’s a voicemail, text message, or fax, all your data is safeguarded at rest and in transit.
Role-based access model
Turn on single sign-on, directory syncing, and secure filesharing for approved parties.
Built for global scale
Get enterprise-grade security for any size firm without the extra hardware or IT overhead (but Dialpad works with desk phones if you need them).
Customizable data retention
Easily set your own data retention policies to remove, archive, or anonymize data.
See why insurance agencies love Dialpad
Ready to revolutionize your insurance agency's communication?
Stay connected with an insurance agency phone solution that brings all your communications into one unified workspace.