Agent CRM Launches New and Improved Dialer to Boost Sales Efficiency for Insurance Agents
New York, NY – March 2025 – Agent CRM, a leading all-in-one marketing and automation platform for insurance agents, has announced the official launch of its new and improved dialer, now live for all users. The upgraded dialer streamlines the calling experience, enhances efficiency, and provides key features designed to help agents close more deals.
“With this upgrade, we’ve reimagined the way insurance agents make and manage their calls,” said Alex Branning, CEO of Agent CRM. “We know that speed and accuracy are critical when following up with leads. Our new dialer allows agents to instantly start calls, transfer incoming and outgoing calls with ease, and access smart search functionality—all while keeping their workflows seamless.”
Key Features of the New Agent CRM Dialer:- Instant Dialing – Agents can start dialing a number the moment they open the dialer, eliminating delays.
- Incoming & Outgoing Call Transfers – Previously, only outgoing calls could be transferred. Now, incoming calls can be routed to the right team member instantly.
- Smart Contact Search – As agents type in a number, the system automatically searches existing contacts for matches, improving lead management.
- Post-Call Notes & Tags – Agents can add notes and tags immediately after a call, keeping their lead database organized.
- In-Call Dialpad Navigation – Navigate IVRs (Press 1 for X, Press 2 for Y…) without hassle, ensuring smooth customer interactions.
The new dialer was designed with insurance agents in mind, prioritizing features that increase productivity and streamline client interactions.
“We built this upgrade because we listen to our users,” Branning added. “Our goal is to give insurance agents the tools they need to work smarter—not harder—so they can spend more time selling and less time navigating clunky calling systems.”
For a full breakdown of the new features and how they improve efficiency for insurance professionals, visit this blog post: https://blog.agent-crm.com/introducing-the-new-agent-crm-dialer-faster-smarter-and-more-efficient/
About Agent CRM
Agent CRM is an all-in-one marketing automation, lead management, and sales platform designed specifically for insurance agents. With features like pre-built campaigns, AI-driven automation, and seamless integrations, Agent CRM helps agents increase sales, enhance productivity, and nurture client relationships effortlessly.
Get Started with Agent CRM Today
The new dialer is now available to all users. Insurance agents looking to improve their sales efficiency can sign up for a free trial today at www.agent-crm.com.
Media Contact:
Alex Branning
Agent CRM
📍 New York, NY
📧 [email protected]