Harvest Dialer
Dial. Connect. Dominate.
The power dialer built by life insurance leaders, for life insurance agents. Streamline your dialing, connect with leads faster, and book more appointments.
Connect more. Stress less.
Powerful automation designed for agents who refuse to leave money on the table.
Local Presence With Area Codes
Automatically display a local area code to your prospects to boost answer rates and build instant trust on every call.
Recording & A.I. Call Summary
Every call is recorded and summarized by AI — review key points in seconds without re-listening to entire conversations.
Pipelines That Match Your CRM
The Harvest Dialer syncs effortlessly with Policy Harvest CRM so your pipeline stages stay perfectly aligned.
Speed To Lead Workflows
New leads are added to your dial session within seconds of capture. Be the first voice they hear, every time.
Notes & Custom Fields Synced
Notes and custom fields stay consistent across the dialer and CRM — no double entry, no lost context.
Hot Keys to Disposition Calls
Disposition any call with a single keystroke and keep your calling rhythm strong from dial to dial.
Pre-Recorded Voicemail Drops
Drop a personalized voicemail in one click and move on to the next call — never lose momentum.
Agency Management
Switch between team accounts, monitor performance, and manage agents from one centralized command center.
Our Plan
Harvest Dialer
Get started with our flagship power dialer subscription.
- Local Presence Numbers
- Recording & A.I. Call Summary
- Pipelines syncing with your CRM
- Speed To Lead Workflows
- All Notes & Custom Fields Matching Your CRM
- Hot Key To Disposition Calls Quickly
- Voicemail Drops
- Agency Management — Additional Team Seats $75/seat
Credits
The Harvest Dialer runs on a simple credit-based system for calling, recording, and phone numbers.
Scale your usage to match your volume — no surprise fees, ever.
Frequently Asked Questions
How is this different from every other power dialer?+
Local presence boosts answer rates while reducing spam flagging. Pipelines, notes, and custom fields stay perfectly synced with your CRM, and speed-to-lead workflows give you a competitive edge. Built specifically for life insurance agents and agencies.
Will this integrate with Policy Harvest CRM?+
Yes — seamlessly. All pipeline stages, notes, and custom fields automatically sync between the dialer and your Policy Harvest CRM. You can also use Harvest Dialer as a stand-alone product.
Are there fees other than the subscription?+
Just the credit system: $0.01 per credit, 300 credits/month per local presence number, 1 credit per minute of calling. Recordings are included.
How long does onboarding take?+
We can have your account up and running within 1–2 business days.
I'm a brand new agent — should I try this?+
Absolutely. Harvest Dialer was built with new agents in mind. Start with the dialer, then upgrade into the full Policy Harvest CRM suite when you're ready.
Do I need to be a Policy Harvest CRM user?+
No. Harvest Dialer works as a stand-alone product — upload your leads directly and use the built-in pipelines and calendars.
Ready to dial smarter?
See the Harvest Dialer in action and find out how many more conversations you could be having every week.