DAIS Dialog

Dialog is built to help insurance producers reach out to more companies and build their book of business faster. With Dialog, you have access to the information you need about your prospects in one place, you can collaborate easily within your agency and carriers, and you’ll stay connected with your customers through touchpoint notifications and action tracking.

TASKS
Dialog tasks will enable you to know when you need to take action; you’ll stay informed about what is happening with all of your new accounts and get the information you need to build stronger relationships with your current customers. Haven’t contacted your biggest client for a few months? Dialog notifications will keep you up to date on your contacts so you can reach out and strengthen your relationships.

COLLABORATION
Integrated conversations in Dialog enable seamless collaboration with the key people you need to work with. No more using texts that don’t get stored or emails that get lost. Connect with underwriters to get business written and your coworkers to ensure that your new business continues moving forward.