Our suite of insurance-specific products and services makes insurance companies more efficient, productive and profitable.



Dialog Direct has extensive experience in the health, life, Medicare and P&C spaces. Our licensed agents are trained to attract, sell, service, retain and enroll consumers on behalf of insurance carriers, agencies and third-party administrators. Our solutions start with data to drive highly relevant messaging and customer experiences across traditional, digital, mobile and social channels. Our suite of insurance-specific products and services creates personalized interactions, leverages technology and utilizes advanced business processes. Partnering with Dialog Direct results in insurance companies being more efficient, productive and profitable.

Our Insurance Solutions

Strategy Insight and Analysis

  • Prospective Policy Owner Data Analysis
  • Policy Owner Insights and Segmentation
  • Persona Development
  • Multichannel, Multi-Touch Campaign Management
  • Path to Purchase Strategy Development

Sales and Acquisition

  • Lead Generation
  • Lead Qualification
  • Lead Nurturing
  • Acquisition and Policy Underwriting
  • Policy Owner Enrollment (Licensed and Non-Licensed)
  • End-to-End Sales Channel Management

Policy Owner Support

  • Customer Support
  • Policy Administration and Servicing
  • Claims Processing
  • Customer Retention
  • Agency Management

Who We Work With


Property and Casualty

Commercial Lines

Medicare Supplement and Medicare Advantage

Specialty (Dental/Vision)


You’ll enjoy benefits that include:

  • Increased policy owner acquisition
  • Lower cost per acquisition
  • Increased customer satisfaction
  • Increased operational efficiency



We provide a number of unique advantages:

  • Licensed in all 51 U.S. jurisdictions
  • Dedicated licensing department
  • Compliant and scalable
  • Predictive lead scoring and behavioral routing

Case Study


With increasing pressure on auto insurance companies to close more sales at a lower cost per acquisition, Dialog Direct proposed to its current automotive insurance client a more intelligent way to create a lift in sales.


The Dialog Direct analytics group built an intelligent routing system to route calls to the sales agents that was most likely to convert based on call attributes.


The results to date show that the routing technique used in the pilot group had a 34% lift in revenue while holding the cost per sale constant.