Built for life-insurance agents

Dial up to 10 leads at once.
Talk to the first human who answers.

TriDial power-dials your lead list from the browser, skips the voicemails automatically, and pops the lead's card the second a real person picks up. No desk phone, no downloads.

No card required. Import your leads, connect your carrier, and be dialing today.

Three steps to a full calendar

You bring the leads. TriDial gets them on the phone.

1

Import your leads

Drop in a CSV from any vendor, Facebook ads, or a GoHighLevel export. Duplicates and junk numbers are filtered automatically, and your pipelines come with you.

2

Go live from your browser

Hit ⚡ Power Dial and TriDial calls up to 10 leads in parallel on your own carrier — you talk through your headset or get bridged in on your cell. Calls bill at cost, no per-minute markup.

3

Only talk to humans

Answering machines are detected and skipped. The first human who picks up gets connected to you instantly — with their card on your screen before you say hello.

Everything a producing agent needs

A dialer, a CRM, and an AI assistant — one tab, one login.

10-line Power Dialer

Parallel dialing with answering-machine detection, a 45-second ring cap, and instant line refill. First human wins — everyone else gets requeued.

AI assistant, built in

"Move my Ohio leads I never called into Follow-up." Say it or type it — the assistant counts, sorts, notes, and even opens the dialer for you.

🗂️

Pipelines & stages

Organize leads into pipelines with New / Follow-up / Not-interested stages. DNC and not-interested leads are blocked from dialing at the server.

⬆️

CSV import that just works

Vendor exports, GoHighLevel, Meta lead forms — flexible header matching, dedupe against your whole book, junk-number rejection.

📞

Bring your own carrier

Connect your Twilio or SignalWire account in minutes. Your credentials are encrypted at rest and calls bill at carrier cost.

🔒

Your book stays yours

Every account is walled off. Your leads, notes, and call history are private to you — nobody else can see or dial them.

✨ TriDial Assistant

Run your pipeline by talking to it

The assistant understands your lead book. Ask questions, clean up lists, queue up dialing sessions — in plain English, typed or spoken out loud.

  • Counts and finds leads instantly ("who have I never called?")
  • Moves leads between pipelines and stages in bulk
  • Writes notes and marks do-not-call for you
  • Opens the Power Dialer with your line count preset

One plan. Everything included.

Start free for 7 days — no card required to try it.

Agent seat
$99/mo
per agent · cancel anytime
  • Unlimited leads, pipelines & CSV imports
  • 10-line Power Dialer with voicemail skip
  • AI assistant — chat & voice
  • Bring your own carrier — calls at cost
  • GoHighLevel CSV import
Start your free trial
7-day trial, limit one per network. When it ends, your leads and CRM stay accessible — only dialing pauses until you subscribe.

Questions, answered

Do I need any special equipment?

No. TriDial runs in your browser — Chrome on any Mac or PC. Depending on your carrier setup you talk through your headset, or TriDial rings your cell and bridges you into the call. Nothing to install, no desk phone required.

Whose phone number do the calls come from?

Yours. You connect your own Twilio or SignalWire account (takes about five minutes), so calls come from your business number and bill at carrier cost — TriDial adds no per-minute markup. One heads-up: brand-new carrier accounts often start with low outbound call-rate caps, so ask your carrier to raise them for parallel dialing — TriDial paces your dials to stay within whatever your account allows.

What happens when a voicemail picks up?

Answering-machine detection hangs that line up and moves on. When a live person picks up, they're connected to you straight away — with their lead card popping on screen at the same moment.

Can I keep my leads if I stop paying?

Yes. If your trial or subscription ends, only dialing pauses. Your leads, pipelines, notes, and call history stay right where they are, and you can get back to working them the moment you're back.

What about do-not-call lists?

Leads you mark DNC or Not Interested are blocked from dialing at the server level. TriDial doesn't scrub against the National Do Not Call Registry for you — you're responsible for dialing your own opted-in leads in line with TCPA and your state's rules.

Your leads are waiting. Literally.

Import your book, connect your carrier, and be dialing today.

Start your 7-day free trial