For insurance agencies
A dialer built for insurance agencies
Switchboard is a browser-based cloud phone system for Medicare, ACA and Final Expense agencies. Every agent gets a direct number and extension, every call is recorded, transcribed and summarised, and your managers can see the whole floor in real time.
You can create an account free and look around the dialer before buying a license.
Agents miss transfers while the dialer reloads
Calls are anchored to the call itself, not the browser tab, so a refresh or a crash does not drop the customer.
No proof of what was said on a sale
Recording, live transcription, disclaimer playback and consent capture are on every call by default.
You cannot tell who is actually working
Live presence shows who is online, on a call, on lunch or away, with talk time and answer rates per agent.
Compliance requests take days to answer
Search the archive by number, agent or date and export a full call record, including the transcript, as a PDF.
Cloud phone system for licensed agents
No desk phones, no PBX and no install. Agents sign in, pick a number and start dialing from any computer.
- Direct inbound number and internal extension for every licensed agent
- Outbound calling with the caller ID your state licence requires
- Warm and cold transfers between agents and to carriers
- Ring groups with round-robin or simultaneous ringing for inbound leads
- Voicemail with transcription so nothing sits unheard
Call recording, transcription and AI summaries
Every conversation is captured and written up the moment it ends, so a manager can review a sale without listening to the whole call.
- Automatic recording with disclaimer playback logged in the transcript
- Live transcription during the call
- An AI summary, disposition and follow-up date on every call
- Searchable archive with the full step-by-step trace of each call
Live transfers delivered straight into the dialer
Screened Medicare, ACA and Final Expense transfers arrive as inbound calls to your agents, credited against the order you bought.
- State-matched, consented and age-qualified before the transfer
- Delivery Monday to Friday, 9:30am to 7:00pm Eastern
- A 180-second buffer decides what is billable, and you can see every billed call and why
- Order progress, remaining calls and low-balance alerts in the app
Roles, compliance and audit
Agencies and their client accounts are kept separate, with access decided by role on the server.
- Agency and account organizations with role-based access
- Consent capture with IP and timestamp on sign-up
- Exportable compliance reports for card disputes and carrier requests
- Runs on infrastructure certified to SOC 2 Type II, ISO 27001 and PCI DSS Level 1
Common questions
- How much does an insurance dialer cost?
- Switchboard is priced per seat each month: $40 for a Basic seat (dialer and archives) and $60 for a Premium seat, which adds learning, analytics and every future module. Live transfer leads are bought separately.
- Can I try it before paying?
- Yes. You can create an account free, with no license and no card, and look around the dialer first.
- Do agents need special equipment?
- No. A computer, a browser and a wired USB headset are enough. There is nothing to install.
- Can I buy leads without a dialer seat?
- Yes. Live transfer packages can be bought on their own, though most agencies run them through Switchboard so the calls are recorded and credited automatically.
Put your agents on a phone system built for insurance
Start with one seat or move your whole floor. Numbers are assigned in minutes and calls can begin the same day.
SOC 2 Type II
Independently audited security, availability and confidentiality controls.
ISO 27001
Certified information security management across the hosting platform.
PCI DSS Level 1
Card payments handled on Level 1 certified payment infrastructure.