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One calling workflow, fitted to your job.

Each page covers a real calling day for that role, the fields the after-call AI captures, dispositions that fit, the calling rules to check and when DialBreeze is the wrong tool.

Real estate

Listing, expired, FSBO, ISA and investor calling.

Apartment leasing teamsDialBreeze is a browser power dialer for apartment leasing teams working inbound prospect lists.Buyer agentsDialBreeze is a browser power dialer for buyer agents working opted-in buyer leads.Circle-prospecting agentsDialBreeze is a browser power dialer for agents who circle prospect a farm or subdivision.Commercial RE brokersDialBreeze is a browser power dialer for commercial brokers prospecting owners and tenants.Expired-listing agentsDialBreeze is a browser power dialer for agents who work expired listing queues.FSBO prospectorsDialBreeze is a browser power dialer for agents who call for-sale-by-owner listings.Property managersDialBreeze is a browser power dialer for property managers following up on leasing and tenant inquiries.Real estate investorsDialBreeze is a browser power dialer for investors doing owner acquisition.Real estate ISA teamsDialBreeze gives a real estate ISA a browser power dialer with up to three lines, a recording of every connected call, and an AI summary written after the call: intent, criteria, objections and the agreed next step.Residential listing agentsDialBreeze is a browser power dialer for listing agents who work owner callbacks by phone.WholesalersDialBreeze is a browser power dialer for wholesalers who qualify sellers by phone.
Real estate teams overviewExpired listing scriptsFSBO scripts

Mortgage & title

Loan officers, brokers and title business development.

Mortgage broker teamsDialBreeze is a browser power dialer for mortgage broker teams working assigned loan officer pipelines.Mortgage loan officersDialBreeze is a browser power dialer for loan officers re-contacting leads with a documented consent basis.Title and escrow business developmentDialBreeze is a browser power dialer for title and escrow business development.

Insurance

P&C, life, final expense and commercial lines.

Annuity agentsDialBreeze is a browser power dialer for annuity agents booking suitability-oriented appointments from opted-in leads and existing clients.Commercial insurance brokersDialBreeze is a browser power dialer for commercial insurance producers calling business owners and risk managers.Employee-benefits brokersDialBreeze is a browser power dialer for benefits brokers calling HR directors, CFOs and office managers about group benefits.Final expense agentsDialBreeze is a browser power dialer for final expense agents working permitted leads.Health and ACA insurance brokersDialBreeze is a browser power dialer for health and ACA brokers responding to documented quote inquiries.Independent insurance marketing organizationsDialBreeze is a browser power dialer for IMO and FMO recruiters calling licensed agents about contracts, commissions and carrier access.Insurance retention teamsDialBreeze is a browser power dialer for retention specialists calling existing policyholders ahead of renewal.Life insurance agentsDialBreeze is a browser power dialer for life insurance agents working opted-in leads and existing clients.Medicare Advantage agenciesDialBreeze is a browser power dialer that a Medicare Advantage agency could use for permission-based consultation follow-up only.High-regulation: read before callingMedicare supplement agentsDialBreeze is a browser power dialer for Medicare supplement agents calling documented inquiries and appointment requests.P&C insurance agenciesDialBreeze is a browser power dialer for P&C agency producers working quote follow-ups, renewals and local prospect lists.
Insurance teams overviewFinal expense scripts

Financial services

Advisors, merchant services and business lending.

Business loan brokersDialBreeze is a browser power dialer for business loan brokers working inbound finance inquiries and referral partners.Financial advisorsDialBreeze is a browser power dialer for financial advisors booking planning-discovery meetings from opted-in leads, seminars and client referrals.Merchant services and ISO teamsDialBreeze is a browser power dialer for merchant-services reps and ISOs calling shop and restaurant owners about card processing.Wealth-management firmsDialBreeze is a browser power dialer for wealth-management teams calling referrals, center-of-influence introductions and permissioned prospects.

Home services

Solar, roofing, HVAC and the trades that quote by phone.

Home builders and new construction salesDialBreeze is a browser power dialer for new construction sales teams working model home and online leads.Home warranty salesDialBreeze is a browser power dialer for home warranty teams working quoted and renewal leads.Vacation-rental managersDialBreeze is a browser power dialer for vacation rental managers reaching property owners and past guests.

B2B sales & tech

SDR, BDR, SaaS, MSP and agency new business.

Pages for this group are being written. The core workflow already applies; start a trial and we will walk through your use case.

Recruiting & staffing

Candidate screens and client development.

Pages for this group are being written. The core workflow already applies; start a trial and we will walk through your use case.

Automotive

Dealer BDC, service and high-ticket showroom follow-up.

Pages for this group are being written. The core workflow already applies; start a trial and we will walk through your use case.

Logistics

Freight brokers, 3PL and dispatch sales.

Freight brokersDialBreeze is a browser power dialer for freight brokerage reps who prospect shippers by phone.

Nonprofit, education & other

Fundraising, admissions, hospitality and more.

Pages for this group are being written. The core workflow already applies; start a trial and we will walk through your use case.

Do not see your job here?

If you sell by phone and a person runs the conversation, the workflow probably fits. Ask us, or start a sandbox trial.

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