What a power dialer does
A power dialer takes a list and calls the next lead as soon as the last call ends. The agent stays on the line the whole time, so when someone answers, a person is already there.
Next to dialing by hand, there's no looking up the next number, no misdials, and no gap between calls. The list moves at the speed of the conversations.
Power, predictive, and preview dialers
| Kind | How it dials | Fits |
|---|---|---|
| Preview dialer | Shows the next lead and waits for the agent to press Call | Follow-ups where the agent reads up first |
| Power dialer | Calls one lead at a time per agent, right after the last call ends | Internet leads and quotes, where every answered call gets an agent |
| Predictive dialer | Calls several numbers per agent at once and connects whoever answers | Large call centers; calls drop when no agent is free |
"Auto dialer" gets used for all of these. For an insurance agency, a power dialer is usually the right fit: each lead has a name, a quote, and a history, and you want a licensed agent on every call that connects.
What to look for in a dialer for insurance leads
- The lead on screen when the call connects: what they pay today, the quote, your notes, and their latest text.
- Your agency's own number on every call, so callbacks reach your team.
- Pause, skip, and redial, for the lead who hung up too soon.
- One tap to set the outcome after each call, so the lead lands in the right stage before the next dial.
- Recording and a call log on every lead.
- Follow-up after the call: texts by stage, and requotes back on the day you set.
- The phones, the CRM, and texting in one login, so nothing needs syncing.
- A price that includes the dialer, not an add-on per seat or per account.
What a power dialer costs
A stand-alone dialer typically lists around $50 per agent a month, before the CRM and phone service. Some CRMs sell the dialer as an add-on: Ringy's Power Dialer is $70 a month for the account, with one dialer session at a time. Others include it: Agent CRM includes a dialer in its $97 a month plan, and DailyTrackly includes Power Dial in every plan, from $19 per agent a month.
AgencyZoom and InsuredMine don't list a power dialer on their plans (as of October 4, 2026), so agencies on those CRMs usually add one. See what the whole stack costs in insurance agency CRM pricing.
Consent and calling rules to check first
Before you dial, make sure you're allowed to call each lead. This isn't legal advice, so check with your compliance advisor, but these are the usual questions:
- Did the lead agree to hear from your agency? Lead vendors collect consent on their forms. Keep a record of it.
- Is the number on the National Do Not Call Registry, or on your own do-not-call list?
- Is it a reasonable hour where the lead is? Federal rules limit telemarketing calls to 8 a.m. to 9 p.m. in the lead's time zone, and some states set shorter hours.
- Do your texts have consent too? Texts follow consent rules of their own, and business texting needs carrier registration.
Leads from vendors other than EverQuote come in with texting off until you have their consent. Follow-up texts keep quiet hours, and a STOP reply opts the lead out.
How Power Dial works in DailyTrackly
- Press Call on a column of the board: New Leads, Working, Quoted, or another.
- The lead's card, what they pay today, and their latest text open before they answer.
- Hang up and the next lead is ready. Pause anytime, skip a lead, or redial one that hung up.
- A status box after each call sets the stage, and every call is recorded and scored.
Calls go out from your agency's numbers and run in the browser, with any headset. See Power Dial