Click-to-Call with Full Context
The APEX calling suite is a power dialer for licensed insurance agents. It dials single-line or multi-line from your own 10DLC-registered numbers, matches the recipient's area code for local presence, records calls, and writes every outcome back to the contact record so nothing is retyped. Every number is checked against federal, state, internal and litigator DNC lists and against quiet hours in the contact's local time before it dials.
Call from the SEP, record every call, and tag outcomes for coaching and reporting.
Sarah Chen
Interested in Medicare Advantage
Connected
(555) 123-4567
Call duration
Asking about Medicare Advantage options for AEP. Wants to keep current doctors. Requesting plan comparison.
Call Suite Capabilities
Warm Transfer
Transfer calls with full context
Call Notes
Real-time note taking and SEP sync
Outcomes
Tag call results for reporting
Call Scripts
Guided scripts and prompts
Call Recording
Record calls for coaching and QA
Track Call Performance
Connect Rate
Successful call connections
Talk Time
Average conversation duration
Outcome Mix
Call result distribution
Ready to Call with Context?
Transform your calling with SEP integration, recording, and AI insights.