Auto dialer for insurance agents who sell and renew
An auto dialer for insurance agents rings prospects and policyholders from a list in turn, leaving the agent free to quote, explain cover and renew instead of dialing.
AutoDial CRM does it from your own phone and keeps each policy as a paid client with its renewal date and the amount still due.
- Prospect lists dialled from Excel, a sheet or a filter
- Each policy a separate sale with paid and due amounts
- Renewal reminders before expiry, and Renew in one tap
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What is an auto dialer for insurance agents?
An auto dialer for insurance agents is software that calls a list of prospects or policyholders in turn, cutting manual dialing so the agent speaks to more people each day. AutoDial CRM, an auto dialer app, pairs that calling with renewal tracking, so the app that rings a prospect today also reminds you when the policy you sold is due again.
Insurance selling involves two kinds of calls: reaching new prospects and keeping existing policyholders. AutoDial CRM handles both from a phone. For prospects, import a referral or event list from Excel or CSV, or filter your leads by product, tag or status, and the dialer rings each one from your SIM with the pause, ring limit and retries you set. In 2 taps the after-call sheet saves how the call went, a remark and when to call next. When a prospect buys, a single tap converts the lead to a paid client. Every sale then becomes a separate record with its package (monthly, yearly or custom), the premium paid and any balance due, so a family holding several policies keeps each one apart. Renewal reminders arrive before expiry, and Renew extends cover from the current end date. These details match the product’s own 14 October 2026 feature list.
Auto dialer for insurance agents benefits
Prospect calls without typing
Referral and event lists ring one by one from your own number.
Policies as separate sales
Health, motor and life cover for one family each keep their own record.
Premium paid and due
Every sale shows what came in and what is still owed.
Renewals flagged early
Filters list clients whose cover ends today or within 7 days, with reminders before expiry.
Full customer history
Calls, WhatsApp, remarks and reminders for a policyholder sit on one screen in tabs.
Insurance auto dialer for renewals and expiring policies
Renewals are the steadiest income an agent has, and they are lost quietly when nobody calls in time. AutoDial CRM keeps the dates where the calling happens.
- See what is due: the Clients tab can narrow down to policies that lapse today or at any point in the next 7 days.
- Get warned in advance: renewal reminders fire before each expiry date.
- Call in one sitting: set a follow-up on each policyholder you need to reach, and on the day, auto-dial all of the due follow-ups as one session.
- Close the loop: when the premium is paid, Renew extends from the current end date, not from today, so the cover dates stay correct.
- Watch the totals: revenue cards add up takings by day, week, month and year.
A follow-up can also repeat every year with an end date, which suits annual policies, and when it fires it can also send a WhatsApp. The follow-up reminder app page explains how those alarms behave.
Insurance auto dialer: prospect lists and product filters
New business usually starts from a referral, an event or an online form. Tag each lead with its source, attach the products the person asked about, and note the requirement by voice if typing is slow. Then let the filters choose who to call: everyone who asked about health cover, or only leads in Quote sent who have not been called for a week. Start the dialer on that filtered list, and while each call rings, the screen displays where the lead stands and the most recent remark.
When the call ends, an automatic WhatsApp can follow with a short note or a quote summary, and the text can differ by call type (missed, outgoing or incoming). The auto WhatsApp message after call page covers the options. A paid client added with a number that is not yet a lead creates the lead for you, so walk-in buyers still show up in your history.
Life insurance auto dialer daily workflow
| Moment | What the agent does | What AutoDial CRM does |
|---|---|---|
| Start of day | Checks which policies are close to expiry | Lists clients whose policies end today or within the coming 7 days |
| Follow-up hour | Calls back yesterday's quotes and due renewals | Runs every follow-up due today in a single session |
| Prospecting block | Works through a referral or event list | Rings each number from your SIM with redials and a ring limit |
| After each call | Records interest and the next step | Status, remark and follow-up saved in 2 taps |
| Policy sold | Confirms the cover and premium | Turns the lead into a paid client with package, paid and due amounts |
| Premium renewed | Thanks the client | Renew extends the end date and the next reminder follows from it |
Auto dialer for insurance agents rules by country
Insurance calls are regulated more closely than most sales calls. Several countries, Australia, India, the UK and the US among them, let consumers list their numbers to opt out of telemarketing, and insurance regulators may set extra rules on how a policy is described over the phone. Rules for calling existing policyholders about renewals often differ from rules for calling strangers. Check the rules that apply to you with your insurer, your agency or the regulator where your clients live before you start a prospect list. This section is general information, not legal advice.
Auto dialer for insurance agents setup
- Install AutoDial CRM, make it the phone app, and set your business SIM as the default.
- Add your covers to the product catalog and your premium terms to the package catalog (monthly, yearly or custom).
- Import existing prospects from Excel or CSV and tag each source.
- Convert current policyholders to paid clients with their package, end date and amounts.
- Set the gap, ring limit and redials, and start the first prospect session.
Auto dialer for insurance agents limits
AutoDial CRM does not connect to any insurer’s policy or quoting system, so cover details and amounts are entered by hand. It is not a compliance tool and does not check numbers against do-not-call registers for you. It dials one number at a time, so a large call center running predictive campaigns needs a cloud dialer. It does not play recorded or AI voice messages; a person speaks on every call. It does not record calls itself, though it can import the recordings your phone makes. Rules on insurance calls vary between countries, so confirm yours first (general information, not legal advice).
Auto dialer for insurance agents example
An illustration, not a named customer. An independent life and health insurance agent in Colombo, Sri Lanka, looks after 300 policyholders and has 120 referrals from a company wellness event. Each Monday she opens the Clients tab filtered to the next 7 days; this week 12 policies are due, and she calls those first. She then dials the referrals in two sessions of 60 with a 10-second gap and 1 redial. Seventy people answer and 25 ask for a quote, so each gets a follow-up two days later and a WhatsApp summary after the call. By the end of the month, 8 referrals are paid clients with a yearly package, and their renewal reminders are already set for next year.
Auto dialer for insurance agents price
One plan with every feature, priced per user. Pay every 3 months, or pay yearly and save about 33%.
AutoDial CRM, per user
₹199/user/month
Billed ₹2,388 per user per year
Start free trialInstall free on AndroidThe iPhone app has every feature except the phone's call log. USD prices: INR converted at 95.32 on 14 Oct 2026, plus 20%.
What is included
- Dialer that replaces your phone app, with caller details on every call
- Auto dialer by SIM or WhatsApp, with auto redial
- Follow-up reminders that ring like an alarm
- Auto WhatsApp after calls, status changes and sales
- WhatsApp CRM live chat and bulk WhatsApp
- Leads, custom fields, tags and status pipeline
- Import from Excel, CSV, Google Sheets or an API
- Paid clients, payments and renewal reminders
- Team lead assignment and team call logs
- Staff attendance, live location and route map
- Call analytics and lost lead tracking
- Backup and restore on a new phone, 40+ languages
Auto dialer for insurance agents FAQ
What is the best auto dialer for insurance agents?
The best auto dialer for insurance agents handles both jobs of the trade: calling new prospects and keeping existing policyholders renewed. AutoDial CRM dials prospect lists from your SIM and tracks every sold policy with its paid and due amounts and a reminder before it expires.
Is AutoDial CRM an auto dialer for insurance agents?
Yes. Insurance agents can run AutoDial CRM on Android and iPhone as both their auto dialer and their calling CRM, with paid client records, package renewals and follow-up alarms built in.
What is the best mobile app for insurance agents?
For an agent who sells by phone, the most useful app is one that calls, records the outcome and remembers renewals in the same place. AutoDial CRM combines an auto dialer, lead statuses, follow-up alarms and paid client records on the phone.
Can I use an auto dialer for life insurance leads?
Yes. Life insurance prospects are usually called more than once before they decide, so retries, remarks and timed follow-ups matter as much as the dialing. AutoDial CRM keeps all three on each lead and dials them from your SIM.
Can I auto dial all the renewals due today?
Yes, through follow-ups. Set a follow-up on each policyholder for the renewal call, and when that day comes AutoDial CRM can ring every follow-up due in a single session.
How do I see which policies expire this week?
Open the Clients tab and filter for clients expiring today or in the next 7 days. Renewal reminders also arrive before each expiry date, so a policy does not lapse unnoticed.
Does the app work out insurance commission?
No. AutoDial CRM stores what was paid and what is still owed on each sale and totals revenue for the day, week, month and year, but it does not calculate an agent's commission.
Can one policyholder have several policies in the app?
Yes. Each sale is its own record, so a family with health, motor and life cover keeps three separate policies, each with its own package, amounts and renewal date.
Can I call only prospects interested in one type of cover?
Yes. Attach products such as health, motor or term life to each lead, filter by that product and a status like Quote sent, and start the auto dialer on the filtered list.
Is an AI dialer better for insurance agents?
Not for most independent agents, because insurance is sold on trust and a person needs to explain the cover. AutoDial CRM keeps a real agent on every call and does not play recorded or AI voices; it automates the dialing, logging and reminders around the conversation.
Does the app connect to my insurance company's system?
No, there is no direct link to any insurer's policy system, so policies and amounts are entered by the agent. If your agency runs its own CRM, that system's API can receive call and CRM data sent from AutoDial CRM.
How much does an auto dialer for insurance agents cost with AutoDial CRM?
AutoDial CRM costs ₹299 per user a month billed every 3 months (₹897), or ₹199 per user a month billed yearly (₹2,388). In US dollars that is $3.79 or $2.79 per user a month.
Your next call is ringing.
Install AutoDial CRM, import your leads and let the dialer, the WhatsApp and the follow-up alarm do the remembering.