What Is Dialer? Definition | Epic Life Glossary

Why it matters

Dialers raise agent productivity, but they also raise legal risk. The TCPA limits use of automatic telephone dialing systems and prerecorded voices, especially for mobile numbers. Agencies must check consent, Do Not Call status, and calling hours. Families who receive repeated automated calls can file complaints. Agents should ask their agency how its dialer is set up and keep records of compliance steps.

Source: en.wikipedia.org

Related terms

Telephone Consumer Protection Act (TCPA): The TCPA is a federal law that limits telemarketing calls, texts, autodialed calls, and prerecorded voice messages. It requires proper consent for many marketing calls and gives consumers a right to sue for violations.
CRM: A CRM, or customer relationship management system, is software that stores contacts, call notes, follow-up tasks, and sales status in one place. Insurance agencies use it to manage leads and clients.
Outbound Call: An outbound call is a call that a business or agent places to a consumer. In insurance, outbound calling is limited by federal and state telemarketing rules, including Do Not Call lists and consent requirements.
Prior Express Written Consent: Prior express written consent is a signed agreement, on paper or electronic, in which a person allows a seller to send certain marketing calls or texts. It must be clear and name what the person agrees to.
STIR/SHAKEN: STIR/SHAKEN is a set of technical standards that lets phone carriers verify that a caller ID is real. It is meant to reduce spoofed and scam calls.

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