Features & Quick Stats
Key Features
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Speed-to-lead calling - every new lead dialed within 60 seconds of arrival, 24/7/365
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AI voice qualification - natural conversation that verifies intent and captures the facts your producer needs
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Live warm transfer - qualified, ready-to-quote prospects handed to your producer on the phone, with context
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Branded caller ID - your agency's name on the screen instead of "Spam Likely"
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Phone number reputation management - active monitoring so your numbers don't get spam-labeled and stop connecting
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Inbound and after-hours answering - callbacks and missed calls handled instead of going to voicemail
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Callback scheduling - books the prospect for a time that works and calls back on schedule
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Multi-step calling and SMS sequences - the full follow-up cadence, including the attempts that never happen today
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Built-in TCPA and DNC compliance - AI disclosure, DNC scrubbing, and calling-hour rules enforced on every call, not configurable
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Call recordings and transcripts - a complete record of every conversation, in your file
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Lead-source analytics - connect rate, transfer rate, and cost per transfer broken out by vendor
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Lead vendor integration - EverQuote, QuoteWizard, MediaAlpha, SmartFinancial, and CSV import