The AI-powered Dialer & CRM platform built to win
Legacy insurance CRM and dialer software is stuck in 2005. AIgencyNow OS delivers real-time AI analytics, intelligent call routing, and automated AI compliance and sales monitoring - all in one modern platform.
Legacy insurance CRM & dialers are holding you back. Built for insurance agencies, Medicare agencies, FMOs, and IMOs who need AI-powered call intelligence, real-time compliance monitoring, and modern agent management - not software from 2005.
Intelligent call routing
Route inbound calls to the right agent instantly. Vendor-based routing, campaign management, and real-time availability - all handled automatically with zero manual intervention.
Real-time AI analytics
Every call analyzed by AI in real time. Compliance scores, sales quality grades, and agent performance metrics - surfaced on dashboards that update live, not once a day.
AI coaching that lifts sales
Every agent gets a personal AI coach trained on real calls. Automated grading, targeted training drills, and sales performance analysis turn average reps into top performers - week over week.
Real-time call management that just works
Inbound calls route to the right agent instantly based on vendor, campaign, state, and availability. Every call recorded, transcribed, and analyzed - automatically.
| AGENT | STATUS | CAMPAIGN | SCORE |
|---|---|---|---|
| Marcus J. | On Call | Medicare AEP | 94% |
| Pauline R. | Available | Life Term | 91% |
| David C. | On Call | Medicare AEP | 88% |
| Lisa T. | Wrap-up | FE Direct | 96% |
| James W. | On Call | Life Term | 85% |
Every agent, every metric, in real time
Track agent performance across calls, compliance, and sales. AI grades every call automatically. Leaderboards, coaching tools, and LMS training - all in one place. Know who's crushing it and who needs help before it's too late.
Top agent this quarter with 94% compliance score and 32% conversion rate. Highest sales volume in Medicare AEP campaign.
Consistent month-over-month improvement. Compliance score jumped from 78% to 91% after coaching sessions in December.
Call volume declining. Compliance score at 72% - flagged for mandatory training on disclosure requirements.
Catch bad connections before they burn calls
Real-time MOS, jitter, packet loss, and round-trip time for every agent's connection. Spot the rep on bad WiFi before her dropped audio torches your CPA - and auto-reroute live calls to agents with clean lines.
James W. on poor connection - 18 dropped calls today.
| AGENT | MOS | LOSS | JITTER | RTT | STATUS |
|---|---|---|---|---|---|
Marcus Johnson Medicare AEP | 4.4 | 0.3% | 12ms | 48ms | Excellent |
Pauline Rivera Life Term | 4.2 | 0.8% | 18ms | 62ms | Excellent |
Lisa Tran FE Direct | 4.1 | 1.2% | 22ms | 71ms | Good |
David Chen FE Direct | 3.7 | 2.4% | 38ms | 118ms | Fair |
James Wilson Medicare AEP | 3.1 | 5.8% | 72ms | 184ms | Poor |
Every call graded the moment it ends
AI grades every call against your sales playbook within seconds of hangup. Stage-by-stage scoring, script adherence, strengths, weaknesses, and the exact coaching action - with timestamps pulled straight from the transcript.
Skipped benefits presentation - agent qualified the lead and confirmed SEP but went straight to scheduling a callback instead of quoting the plan.
Bridge discovery into presentation - after SEP confirmation, lead with plan comparison and subsidy value, then drive to an enrollment commitment before offering a callback.
Ask your agency’s platform anything. Seriously.
Purpose-built AI that understands your call center data. Ask about compliance trends, agent performance, campaign metrics, or vendor ROI in plain English - and take action directly from the conversation.
Medicare AEP leads at 96.2% - highest compliance across all campaigns this quarter
FE Direct dropped 2.3% - disclosure timing is the primary violation type
Medicare Supp at 84.6% - below 85% threshold, mandatory review triggered
And so much more
An entire platform, not just a dialer & CRM.
+ Continuously expanding