Track, record, and analyze every inbound call — with compliance-conscious features designed for regulated industries. Built for insurance agencies, mortgage brokers, financial advisors, banks, credit unions, and investment firms.
Regulated industries demand more from their call infrastructure. Compliance requirements, high-value leads, and after-hours inquiries create a perfect storm of complexity that generic tools can't handle.
Insurance agencies, mortgage brokers, and financial advisors operate under strict regulatory frameworks that often require call recording, documentation, and audit trails. Generic call platforms weren't built with these requirements in mind — leaving your compliance team scrambling to fill the gaps.
You're spending on Google Ads, direct mail, radio, referral programs, and local sponsorships. When the phone rings with a prospective insurance client or mortgage applicant, you need to know exactly which campaign made it happen — and whether that caller is actually qualified.
Every inbound call to a financial services firm represents significant potential revenue — a new insurance policy, a mortgage application, an investment account. The cost of handling those calls poorly, routing them incorrectly, or missing them entirely is measured in thousands of dollars per occurrence.
Prospective clients don't limit their research to business hours. When someone is comparing insurance quotes at 9 PM or reviewing mortgage options on a Saturday, they expect to reach someone. If they can't, they move on to a competitor who answers.
Dial800 combines call tracking, AI analytics, and compliance-ready recording into a single platform purpose-built for financial services firms that can't afford to cut corners on data integrity or lead management.
Whether you're an independent insurance agent tracking which direct mail piece drives the most policy inquiries, or a mortgage brokerage needing recorded proof of every client interaction, Dial800 gives you the tools to operate with confidence.
Our platform has been trusted by regulated industries for over 25 years — we understand that compliance isn't optional, it's foundational.
Every call recorded with unlimited retention on Growth plans and above. Role-based access controls ensure only authorized personnel can access recordings. Configurable retention policies align with your regulatory requirements. Learn more →
Automatically detect and redact sensitive caller data — Social Security numbers, account numbers, dates of birth — from call transcriptions. Protect client information without sacrificing the analytics and QA capabilities your team needs.
Did your agent read the required disclosures? Was the client informed about fees and terms? AI Tagging automatically flags calls where compliance language was or wasn't used — turning manual QA reviews into automated, scalable audit workflows. Learn more →
Track which campaigns, keywords, and channels drive qualified financial leads. Assign unique tracking numbers to every marketing source and see exactly which investments generate policy applications, mortgage inquiries, and appointment bookings. Learn more →
Capture leads around the clock without staffing a call center. AI Voice Agents answer after-hours calls, qualify the inquiry, collect contact information, and route urgent matters to on-call personnel. Learn more →
From compliance recording to AI-powered lead qualification, Dial800 provides the complete call intelligence stack for regulated industries.
Every inbound and outbound call recorded and stored with configurable retention policies. Role-based access controls restrict who can listen, download, or delete recordings — essential for compliance in regulated financial environments.
Automatically detect and redact personally identifiable information from call transcriptions. Social Security numbers, account numbers, and other sensitive data are protected before anyone on your team reviews the transcript.
Automatically tag calls based on content, intent, and compliance criteria. Flag calls where disclosures were missed, identify high-value prospects, and categorize inquiries by product type — all without manual review. Learn more →
Know exactly which marketing channel, campaign, and keyword drove each call. Assign unique tracking numbers to Google Ads, direct mail, radio, referral programs, and more — then see which sources produce the highest-value leads. Learn more →
24/7 call handling that qualifies leads, captures contact details, and routes urgent inquiries to on-call staff. Never lose an after-hours insurance inquiry or mortgage lead to voicemail again. Learn more →
AI-powered conversation intelligence that scores every call, identifies coaching opportunities, and surfaces trends across your team's performance. Understand why some agents close and others don't. Learn more →
When a call reaches a licensed agent or advisor, they work from a single screen: live transcription as the caller speaks, AI-suggested answers pulled from your own product and compliance documents, and the caller's full journey — the ad they clicked, the web pages they visited, and every past call. After hang-up, auto-QA scores every call with quoted evidence from the transcript, so coaching runs on facts instead of spot checks. Explore the AI Contact Center →
Launch faster with pre-built agent templates for Collections/Billing and Insurance Quotes — AI flows that handle payment conversations and quote intake with the guardrails regulated firms expect. Every interaction runs with compliance recording and automatic PII redaction, so sensitive data stays protected end to end. See our security practices →
In financial services, a single inbound call can represent thousands of dollars in lifetime client value. Missing that call — or mishandling it — has an outsized impact on your bottom line.
A missed inbound mortgage inquiry can represent $2,000 to $20,000 in lost commission depending on loan size and product type. A missed insurance lead during open enrollment could mean $500 to $3,000 in annual premium commissions — multiplied across the life of the policy. When 30% of inbound calls happen after business hours and 80% of callers won't leave a voicemail, the math is stark: without after-hours coverage, you're losing a significant portion of your highest-intent leads every single day.
Dial800 is designed with compliance-conscious features — call recording with unlimited retention, AI transcription, PII redaction, and AI Tagging for automated QA — so your team can focus on serving clients, not worrying about audit trails.
Our platform provides the infrastructure to support your compliance workflows: every call is recorded, every transcription is searchable, every interaction is documented. AI Tagging lets you define compliance criteria — required disclosures, fee explanations, terms and conditions — and automatically flag calls where those criteria were or weren't met.
This turns compliance QA from a manual, time-consuming process into an automated, scalable system that catches issues before they become problems.
Dial800 provides tools to support your compliance workflows. Consult your compliance team for industry-specific regulatory requirements.
Unlimited retention on Growth+ plans. Role-based access controls. Configurable retention policies.
Automatic detection and redaction of SSNs, account numbers, DOBs, and other sensitive data from transcriptions.
Automatically flag calls based on compliance criteria — disclosures, fee explanations, terms read.
Every action logged with timestamps for complete accountability and audit readiness.
"We needed a platform that could handle call recording for compliance AND tell us which marketing channels were driving our best policy leads. Dial800 does both. The AI Tagging feature alone has saved our compliance team hours every week — we can now automatically verify that required disclosures are being read on every call instead of manually reviewing recordings."
Join the insurance agencies, mortgage brokers, and financial advisory firms that trust Dial800 to track every lead, record every call, and protect every client interaction. 25+ years of reliability. 99.99% uptime. No contracts required.