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DialzeePowered by SecureEVAs

The CRM for insurance agencies

Turn Every Lead Into aBooked Appointment.

Dialzee CRM, powered by SecureEVAs, helps insurance agencies manage leads, make calls, follow up consistently, get expert coaching, and book more appointments — all in one simple platform.

See How It Works
  • Easy to use
  • Built for insurance agencies
  • Dedicated support
The Dialzee Dashboard, shown with sample data.

One simple platform

Everything Your Agency Needs, In One Place.

Leads, calls, follow-ups and appointments live in the same workspace, so nothing gets lost between tools.

Lead Management

Keep all your leads, contacts, and notes organized in one place.

Power Dialer

Make and log calls directly in the CRM.

Follow-Up Automation

Set reminders and sequences so no lead falls through the cracks.

Appointment Scheduling

Book appointments and manage your calendar with ease.

Built-in team coaching

Stronger Conversations. A Higher-Performing Team.

Dialzee comes with built-in coaching tools to help your team improve their call skills, get real feedback, and book more appointments.

Call Review

Analysed
MT

Maria Torres

Home + Auto quote

01:02 / 02:30

86Score
  • Opening92
  • Needs discovery84
  • Objection handling71
  • Closing88

Next best action

Acknowledge the price concern, then ask what a missed renewal costs them today.

Illustration with sample data.

AI call reviews & scoring

Every analysed call is scored on opening, needs discovery, rapport, objections and closing.

Personalized coaching tips

What went well, what to improve, and the next best action — per call.

Track team performance

A live view of calls, connects, talk time and appointments across the team.

Assign action items

Turn feedback into next steps and training each rep can follow through on.

Getting started

How Dialzee Works

Get your agency up and running quickly and start booking more appointments.

  1. 1

    Import or Add Leads

    Upload your leads or add them directly in the CRM.

  2. 2

    Make Calls & Follow Up

    Use the built-in dialer and set automated follow-ups.

  3. 3

    Get Coaching & Improve

    Review calls, get feedback, and track progress.

  4. 4

    Book More Appointments

    Schedule appointments directly from the CRM.

Illustration with sample data.

Built for insurance agencies

Everything You Need to Move Leads Forward.

From first call to booked appointment, Dialzee gives your team the tools, visibility, and support to be more consistent and productive.

Keep your pipeline organized

Reduce manual work with automation

Calibrate and coach your team

Track performance and results

Built for insurance agencies

Made for Teams That Live on the Phone.

General-purpose CRMs leave calling, follow-ups and coaching to add-ons. In Dialzee they're part of the workspace your agency already has open.

Calls from the browser

A headset and microphone permission is all it takes. Nothing to install.

Voicemail drop

Record your message once. Drop it at the beep and move to the next lead.

Two-choice call outcomes

What happened, then why. Every call is logged before the next one dials.

Callbacks on their clock

Follow-ups land in the lead's time zone, with a reminder five minutes before.

Warm transfers

Pass a live lead to a colleague and stay on the line to introduce them.

AI call analysis

Sentiment, objections and the next step, pulled from each analysed call.

Live War Room

Calls in progress, who is on shift, and the leaderboard — as it happens.

Imports you can check

Review .xlsx or .csv rows and decide on duplicates before anything is saved.

0

Installs needed

Calls run right in the browser.

2

Choices to log a call

What happened, then why.

5 min

Heads-up before callbacks

Reminders in the lead's time zone.

6

Coaching dimensions

Scored on every analysed call.

Pricing

Simple Pricing That Fits Your Team.

Plans are shaped around your team size and outreach volume. Tell us how your team works and we'll put together the right plan — with a walkthrough of the product first.

  • Every Dialzee workspace
  • Lead management & pipeline
  • Browser-based power dialer
  • Follow-up automation
  • Built-in team coaching

Frequently Asked Questions

Quick answers to common questions about Dialzee.

Insurance agencies that work their leads by phone and book appointments. Callers get a dialer, their leads, a calendar and their own numbers; managers also get lead assignment, a live War Room and team management.

Ready to Book More Appointments?

See how Dialzee CRM, powered by SecureEVAs, can help your agency manage leads, improve performance, and grow.

DialzeePowered by SecureEVAs

People Process Performance