MIG RGV Insurance Agents
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Win, everyday.
RGV Workspace › Dialer
Dialpad
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App 0:00
Talk 0:00
Notifications
Mic
Not connected

Dashboard

Good morning · Not clocked in
Today
Dials00 this week
Appointments—0 this week
Contact rate0%0 / 0 dials
Talk time0:000:00 avg/call
Start dialing
Open the Dialer to load a list and work your queue.
Work a campaign
Fresh leads from a cold campaign.
Quick call
One client or lead, no list needed.
Shift
—:—
not clocked in
Weekly appointment goal
— / 10
Today's appointments
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Agents

Downline roster. Ready to sell means approved contract plus current AHIP plus carrier cert.
Name Home address NPN License number Ready to sell
No agents yet

Agent record
Home address
Phone
Email
NPN
TX license
AHIP
Contract summary
Carrier Status Requested Approved Writing number Cert Ready to sell Note

Contract record
Ready to sell · computed from approved plus AHIP plus cert
Appointment detail
Certification
Internal note

Next action

Saved to the dialer only in this pass.

Documents

Activity log

    Call Analytics

    Dial volume, connect rate and dispositions across the team.
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    Dialer

    Pick where today's calls come from, then work the queue.
    Today
    Calls0
    Connected0
    Callbacks0
    Avg call0:00
    Work a campaign
    Fresh leads from a cold campaign, dialed one after another.
    Load a saved list
    A list you imported before, or one from a spreadsheet.
    Quick call
    One client or lead, no list needed.
    —
    —
    Connecting...
    0:00
    Contact queue 0 contacts
    No contacts in the queue yet

    Load a list above, or search by name or number to add one person. Campaigns dial from their own screen.

    Log Call Outcome
    Compliance: don't quote coverage or premiums on these calls. Send quote requests to a licensed agent.
    Sessions
    Resume an unfinished session or review a finished one.
    Total Sessions
    0
    Total Calls
    0
    Avg Calls/Session
    0
    Filter:
    No sessions found.
    Prospects
    Cold outreach. Create a campaign, upload leads, assign to an MSC.

    Call Log

    Calls logged by agents in the dialer.
    Filter:
    No calls logged yet.

    Contacts

    All contacts
    Loading contacts…

    Appointments

    Mark each appointment Held or No-show after it happens. Held appointments count toward the bonus.
    No booked appointments yet.
    No appointment selected.

    SMS Center

    Shared team inbox. Texts send from (956) 305-1351.
    Messages

    Notifications

    Everything that needs your attention: appointments, texts and missed calls.
    Unread texts—
    Yesterday's appointments
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    Last 5 received SMS
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    Needs Action
    FYI

    Settings

    Team, time clock and how the dialer behaves.
    Filter:
    No active agents found.
    Filter:
    Calls over time
    Dispositions
    AgentSessionsTotal CallsAnsweredCallbacksConnect RateAvg Duration
    Select a filter and refresh to load data.
    Filter:
    Total Sessions
    0
    Total Calls
    0
    Avg Calls/Session
    0
    No sessions found.
    Users & Permissions
    Add people, set their role, and choose what each MSC or Manager can do. Admins can do everything. Role and sign-in changes take effect right away.
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    Organizations
    Companies using their own copy of the dialer. Each has its own site, users and data. Manage their users here without signing in to their copy.
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    General
    Connection details and call behaviour for the RGV Workspace.
    Worker URL
    Supabase Project
    Auto-Dial Delay
    5s
    Live Assist UNVERIFIED
    Forks the call audio to Deepgram and shows what is being said, in real time, in a panel on screen. It never touches the call itself. This has not been tested on a real call yet, and it bills Deepgram streaming minutes for every second it is on. Leave it off until it has been verified.
    Wrap-Time Dialing
    In auto-dial sessions the next lead starts ringing as soon as the last one is logged, so ring time replaces the countdown instead of following it. Your line is connected before the customer's phone rings, so nobody ever answers to silence. Pauses on its own after 25 consecutive automatic calls.
    System Health Checks run from the Worker cron · 7-day retention
    Loading health data…
    Recent Checks (24h)
    System Errors
    Time Clock — choose an agent
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    Service
    Preview and call your existing book of business.
    Start a session
    Filter your book and dial through a list
    Single call
    Search for one client and call now
    Recently viewed
    No recently viewed contacts.
    RGV Workspace › Dialer
    Single Call
    Recently viewed
    No recently viewed contacts.
    Manual Dial
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    Compliance: Don't quote coverage or premiums — route to Gerino.
    Campaign
    Name ↑ City Phone Attempts Status Last called

    Incoming Call
    Unknown Caller
    —
    Priority Task
    Task
    Connect your headset
    No audio device detected. Please plug in your headset and try again.
    —
    Inbound · 0:00
    Unknown Caller
    —
    On call 0:00
    Line of Business
    —
    City
    —
    Date of Birth
    —
    No prior contact on record Open full profile
    Notes — saved to the call when you hang up
    Silence detected — ending call in 5s
    —
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    0:00
    Next call in 5
    Next call in 5
    Call Script