Select Page as an Insurance Resource

Insurance agents have so many tools at their disposal but they all seem to do one thing and then integrate with each other. You end up paying 5 different companies for one complete set of tools.  Prospect Boss is different. We have a full suite of tools that work together and you only pay one bill. 

Our Dialer CRM is web-based so you can use it anywhere with no extra hardware needed.  Just a computer with internet and a headset. That’s it! Let’s look at some of the resources Prospect Boss has available for insurance agents. 


The first thing you will need when using a power dialer is a long list of phone numbers to call. Now, if you already have a list of phone numbers such as existing clients that you want to keep in touch with (more on this later) you can simply upload that list as a CSV file to the Power Dialer CRM and set them up on their own campaign. If you need phone numbers to call, we have a couple of good options to help you out. 

Sales Data List

This is our extensive database where you can filter results by almost any criteria.  Income, family size, zip code, state. These are just a few of the search options for the database. It is massive! Keep in mind though that the more specific you are in your criteria, the fewer results you will get. By the same token, if you are too vague in your criteria, you will get a lot of results but the quality will be lower.  This data is then saved as a CSV file and uploaded into the Power Dialer CRM. We even offer the ability to scrub lists against the Federal DNC database. 


Power Dialer CRM

We realize that there are many different skill levels. This is why we offer a 1, 3, or 4 line dialer solution, perfect for beginners just getting started out on the phone and the pros that have been doing this forever. Our Power Dialer CRM is the perfect platform to manage all your leads. You can set drip email campaigns, add call back reminders to the calendar, keep detailed notes on each prospect, and even send them text messages. You can even receive texts through the system so when prospects text you back, you can see those right in the system. 


  • Call Transfer: You can transfer a call to any other number or to a closer account
  • Call Monitoring: Supervisor can listen, whisper, or barge into a call
  • Call Recording
  • Built in Web Phone & CRM
  • Email Marketing
  • SMS Marketing
  • Round Robin: All agents can call from same list
  • Local Presence: Local phone number shows on caller ID


The Power Dialer CRM is also scalable. If you are a startup with 1 or 2 agents making calls or you’ve got hundreds of agents, the Power Dialer CRM can handle any size team. We offer the flexibility to customize each dialer seat to suit that agents skill and comfort level which gives them the opportunity to become better at what they do. 

The Complete Package

When you look at all the different tools we offer to help you succeed in insurance lead management, you can see that we are the complete package. And speaking of packages, we do offer bundle deals that will save you even more money on all the tools you need to make more connections. Come check it out!


Written by the Prospect Boss Team

We cater to Real Estate & Insurance agents but love seeing clients from all industries using our solution successfully.  From lead generation and tracking to CRM and data resources, we’ve got the solution for all your dialing needs. 

Call our Sales team at 800-662-4009 or send us an email to

We look forward to hearing from you!


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