Topic
Dialer
Guides to dialing leads by phone: predictive, power and preview dialers, calling hours, Do Not Call, caller ID, costs, and the workflows that turn dials into conversations.
A dialer takes the manual work out of calling: no typing numbers, no listening to rings and voicemail greetings, no hunting for the next lead. These articles explain how dialers work, how to set one up in a browser, which rules apply to sales calls, and how to measure whether your calling time is paying off. Legal topics are general information, not legal advice.
30 guides in this topic·See Text2Sale's dialer and CRM for insurance agents →
Too much data entry after calls? How to cut admin time
After-call admin quietly eats selling time. Here is how to shrink it.
·4 min readRead →
Why call and text history belong in one place
Split call and text histories mean every conversation starts with half the story.
·4 min readRead →
Inbound calls ringing out while your team is busy
Unanswered inbound calls go to your competitors. Here is how to catch them.
·4 min readRead →
Forgetting promised callbacks, and how to never miss one again
A missed promised callback costs trust. Scheduled callbacks fix it.
·4 min readRead →
When your agents spend more time dialing than talking
If most of the phone day is ringing and voicemail, here is the fix.
·4 min readRead →
Switching from a texting CRM to a dialing CRM
Texting starts conversations. Calling closes them. Here is how to add a dialer to a texting-first business.
·2 min readRead →
Medicare calling rules: what dialer users need to know
Medicare is not like other insurance lines when it comes to calling. Here is what the CMS rules mean for dialers.
·2 min readRead →
Redial strategy: how often should you call the same lead?
One call is rarely enough, but ten in a day is too many. Here is a sensible redial cadence.
·2 min readRead →
Dialing CRM vs a separate dialer: why calls belong in your CRM
When the dialer and the CRM are separate, history gets lost. Here is why they belong together.
·2 min readRead →
Dialer vs manual dialing: how much time does it really save?
Manual dialing wastes most of the hour on rings and voicemail. Here is the math on what a dialer gives back.
·2 min readRead →
Microphone and headset setup for a browser dialer
If leads say hello and hear nothing, the problem is almost always on your side. Here is the checklist.
·2 min readRead →
Dialer opening scripts: winning the first five seconds
When a dialer connects you, you have about five seconds. Here is how to use them.
·2 min readRead →
Handling the callbacks your dialer campaigns create
Dialing hundreds of people means many will call you back. Here is how to make sure someone answers.
·2 min readRead →
Sharing dialer calls across a small team
Two agents on two dialers can still lose calls when one is busy. Call sharing fixes that.
·3 min readRead →
Transferring a live dialer call to your cell phone
When a call is going well and you need to move, transfer it to your cell. Here is how it works.
·2 min readRead →
An open enrollment dialer strategy for health insurance agents
Open enrollment is the busiest season of the year. Here is how to plan your dialing around it.
·2 min readRead →
Dialer metrics that matter: contact rate, talk time and abandon rate
A dialer generates a lot of numbers. Here are the handful that tell you whether a session is working.
·2 min readRead →
Importing lead lists into a dialer: CSV tips that save hours
A dialer is only as good as its list. Here is how to prepare and import a CSV so every number is dialable.
·2 min readRead →
What does it cost to call 1,000 leads with a dialer?
Per-minute pricing makes dialer costs predictable once you know your answer rate. Here is the math for 1,000 leads.
·3 min readRead →
Call dispositions that actually drive follow-up
The few seconds after a call decide whether the lead gets followed up. Here is how to use dispositions well.
·2 min readRead →
Setting up a browser-based predictive dialer
A headset, a browser and a lead list are enough to start predictive dialing. Here is the setup, step by step.
·3 min readRead →
Caller ID for dialers: how to avoid 'Spam Likely' labels
If your calls show as Spam Likely, fewer people answer. Here is how carriers decide and what you can do about it.
·3 min readRead →
Do Not Call scrubbing for dialer campaigns
A dialer can call hundreds of numbers an hour, so one bad list can create a lot of violations fast. Here is how to scrub.
·2 min readRead →
Calling hours for dialers: reaching leads in their own time zone
A 9 a.m. call in New York is a 6 a.m. call in California. Here is how a dialer keeps every call inside legal hours.
·3 min readRead →
How many lines should a predictive dialer dial at once?
More lines means more conversations, until it means more abandoned calls. Here is how to pick the right number.
·3 min readRead →
A predictive dialer for health insurance agents
Health insurance agents live on the phone. Here is how a predictive dialer fits the way they work leads.
·3 min readRead →
Answering machine detection: how dialers skip voicemail
AMD is how a dialer keeps voicemail greetings away from your headset. Here is how it works and where it falls short.
·3 min readRead →
How predictive dialer pacing works
Pacing is the brain of a predictive dialer. Here is how it uses your list's answer rate to decide how many lines to dial.
·3 min readRead →
Predictive vs power vs preview dialer: which one should you use?
Predictive, power and preview dialers all save time, but in different ways. Here is how they compare and how to pick the right mode.
·3 min readRead →
What is a predictive dialer and how does it work?
A predictive dialer calls several leads at once and puts the first live answer through to you. Here is how it works and when it makes sense.
·3 min readRead →