ReadyMode review for insurance agents: pricing, dialing and compliance
ReadyMode is a predictive dialer with its own CRM, built for call teams that dial lead lists all day. It paces calls to keep agents talking, takes inbound calls and records every call.
It fits health, Medicare and life call centers. Starter covers teams of up to four, and iQ adds spam label tools and integrations for five or more.
- Best for
- Health, Medicare and life call centers dialing lead lists all day
- Type
- Predictive dialer with a built-in CRM
- Price
- From $199 a license per month, for 1 to 4 licenses
- Dialing
- Preview, power, progressive and predictive on every plan
- Texting
- Through ClickSend or Volt, billed by them
- Recording
- Every call, kept 30 days
- CRM connections
- Salesforce, HubSpot, HighLevel, Zoho, RadiusBob and others on iQ
- Free trial
- Demo. Trials go through sales
Our take
ReadyMode fits call centers that need predictive speed, with the dialer and lead records in one place. Teams of five or more usually want iQ, which adds spam label monitoring, best-number picking and the CRM connections.
Predictive dialing means some answered calls drop when no agent is free. ReadyMode paces toward a 2.5% abandon rate by default, but the contract leaves the legal limit to you.
The biggest catch for Medicare work is storage. Recordings delete after 30 days, so you need your own archive.
Pros
- All four dialing modes, including predictive, on every plan
- Default pacing aims for a 2.5% abandon rate
- iQ tracks number status at AT&T, T-Mobile and Verizon and picks the best number
- State rules can block a state or limit its calling window
- One license can be shared by agents on different shifts
- Every call is recorded by default
Cons
- Recordings delete after 30 days
- No built-in texting
- Numbers can't be ported in
- CRM connections need iQ
- Do Not Call scrubbing and voicemail drops cost extra at unpublished rates
Plans and pricing
| Plan | Per license a month | What it adds |
|---|---|---|
| StarterSolo agents and teams of 1 to 4 | $199 | All four dialing modes, the CRM, Do Not Call list tools, 30 numbers per license and outbound minutes |
| iQTeams of 5 or more | $249 | 75 numbers per license, spam label monitoring and removal help, best-number Autopilot, call cadences, voicemail drop and integrations |
Prices are per license each month, as of October 2026, from readymode.com/pricing. Each plan comes with one free admin license, which can't dial.
What it would cost you
Cost per month
First-year cost
Cost per live call
Uses the license prices in the table. Inbound minutes, voicemail drops, Do Not Call scrubbing, taxes and carrier fees are extra.
Good to know before you buy
- A license covers one person at a time, so shift teams can share licenses.
- Two people on one login at the same time can be billed $250 each time.
- Outbound minutes fall under a fair use policy with no published limit.
- Setup and number activation fees are waived.
- You need a US or Canadian registered business and an EIN to buy online.
Usage charges
| Item | Price |
|---|---|
| Inbound minutes | $0.02 a minute |
| Voicemail drop (iQ) | Per drop, quote only |
| Do Not Call scrubbing app | Per number checked, quote only |
| Taxes and carrier fees | Added to each bill |
Which plan has it
| Feature | Starter | iQ |
|---|---|---|
| Preview, power, progressive and predictive | ||
| Built-in CRM and lead management | ||
| Do Not Call list tools | ||
| Numbers per license | 30 | 75 |
| Inbound queues and phone menus | ||
| Call recording | ||
| Spam label monitoring | ||
| Managed Remediation | ||
| Autopilot best-number picking | ||
| Call cadences | ||
| Voicemail drop | Per drop | |
| CRM and lead source integrations |
Dialing modes
| Mode | What it does | Lines per agent | Plan |
|---|---|---|---|
| Preview | Shows the lead before the agent dials | 1 | All plans |
| Power | Dials the next lead as soon as the agent is free | 1 | All plans |
| Progressive | Dials several leads as agents free up. Most dialers here use progressive for one line per free agent | Set by the admin | All plans |
| Predictive | Paces calls to how soon agents will be free | Set by the admin | All plans |
- Abandoned calls
- The default plan adjusts pacing to stay near a 2.5% abandon rate. An aggressive setting dials three calls per free agent
- Abandon reports
- Dialer reports show abandoned calls and the rate
- Who answers for the rate
- You. The terms make the agency responsible for keeping dropped calls within the law
- Voicemail drop
- On iQ, up to three recorded messages after machine detection or by call result. Added on request and needs consent
- Bad numbers
- Lead files with more than 5% disconnected numbers can be kept out of dialing
Inbound calls and transfers
ReadyMode takes inbound calls into the same system the dialer uses. An agent can catch callbacks from leads they called, and live transfers carry the lead profile with them.
- Queues
- Inbound, dialer and action folder queues
- Routing
- Round robin, ring all, least recent, random or by skill level
- Phone menu
- Visual menu builder
- After hours
- Queue voicemail and after-hours handling
- Live transfers
- Pass a call with its lead profile to a free agent in another queue
- Lead vendors
- Vendors can post web leads in, and the profile shows the campaign and file a lead came from
- Coverage
- Continental US, Hawaii and Canada
Phone numbers and spam labels
- Who supplies numbers
- ReadyMode, from outside carriers, ordered by area code. Numbers are rested 45 to 120 days before you get them
- Bring your own number
- No. Porting numbers in isn't offered
- Using them elsewhere
- Not allowed. Showing a ReadyMode number as caller ID on another platform breaks the terms
- Taking numbers with you
- You can port them out and pay the porting fees
- Local presence
- Proximity Matching picks the caller ID closest to the area code, city or state you call
- Number rotation
- Rotates numbers in an area on dialer calls. iQ caps each number at 75 to 200 calls a day
- Call signing (STIR/SHAKEN)
- A rating on ReadyMode numbers
- Spam label monitoring
- iQ shows each number's status at AT&T, T-Mobile and Verizon, with screenshots of the caller ID
- Fixing spam labels
- iQ registers numbers with carriers. You can also replace or reset numbers
- Branded caller ID
- First Orion branded calling at a discount, priced by sales
Do Not Call, calling hours and consent
- National Do Not Call list
- You keep your own subscription. The paid Risk Management app scrubs at upload and can check again before each predictive dial
- Extra checks
- The same app flags cell phones and known lawsuit filers
- State rules
- Block a state outright or limit it to a daily window. Buying state lists is your job
- Your own do-not-call list
- Permanent and temporary entries with CSV import. Manual dials to a listed number still go through, with a warning
- Calling hours
- 7 AM to 9:15 PM in the called region's time zone by default. That is wider than the federal 8 AM to 9 PM window, so change it before dialing. Holiday and emergency rules are built in
- Consent date
- A consent date in the lead file can stop dialing after a set number of days
- Opt-outs
- Agents add a lead to the do-not-call list from the call result
- Compliance partners
- Contact Center Compliance, The Blacklist Alliance, DNC.com and TrustedForm
Change the default calling hours ReadyMode's default window starts at 7 AM and ends at 9:15 PM. Federal rules allow telemarketing calls only from 8 AM to 9 PM in the called person's time zone, so agents must narrow the window before the first campaign.
Your responsibility under the terms ReadyMode's contract puts consent, list scrubbing, dropped-call limits and opt-outs on the agency. The tools help, but the agency answers for them.
Texting and registration
- Texting
- Not built in. You connect ClickSend or Volt
- Carrier registration
- Handled by the texting service you pick, which also bills the messages
Call recording and Medicare
- Recording
- Every call is recorded by default. Only ReadyMode's compliance team can change that
- Recording notice
- You give the notice and get consent where state law requires
- How long it's kept
- 30 days, then deleted
- Export
- Play or download from Call Logs. Gong can receive recordings
- After you cancel
- Access ends right away, and data can be deleted 24 hours later
Medicare agencies Recordings disappear after 30 days, but CMS's rule for the 2027 plan year keeps Medicare sales calls six years. Set up a routine to download every recording to your own storage within the month.
CRM and agency system connections
| Connects to | Type | How | What moves |
|---|---|---|---|
| Salesforce | CRM | Built in, iQ | Lead data out of ReadyMode |
| HubSpot | CRM | Built in, iQ | Lead data out of ReadyMode |
| HighLevel | CRM | Built in, iQ | Lead data out of ReadyMode |
| Zoho | CRM | Built in, iQ | Lead data out of ReadyMode |
| RadiusBob | Insurance CRM | Built in, iQ | Lead data out of ReadyMode |
| Velocify | CRM | Built in, iQ | Lead data out of ReadyMode |
| Lead vendors | Lead source | API | Vendors post web leads into ReadyMode |
| Gong | Coaching | Marketplace app | Call recordings |
| ClickSend and Volt | Texting | Partner | Texts sent from ReadyMode |
| Zapier | Automation | Zapier | Custom links to other apps |
ReadyMode's integrations team usually sets these up in 3 to 5 business days. Pipedrive, Shape, LeadSquared, Insellerate and LeadsPedia are also on the iQ list. Zapier and the partner apps bill separately.
Reporting and coaching
Reports
- Agent, dialer and productivity reports
- Abandoned call and campaign reports
- Lead file and upload reports
- Usage and audit reports
- Most reports export to CSV
Coaching
- Listen in, whisper or join the call
- Live floor view of every agent on one screen
Getting started
Book a demo
Sales walks you through the dialer and decides who gets a trial.
Pass the compliance form
Online buyers need a US or Canadian business and EIN. Send the form within 24 hours of paying or the order is refunded and canceled.
Get your logins
Logins arrive within 24 hours of approval. Forms are processed on business days, 7 AM to 3 PM Pacific.
Set up queues and rules
Teams with 3 or more licenses get a one-on-one setup session and training.
Connect your CRM and texting
The integrations team links supported systems in 3 to 5 business days.
Support by chat, email and phone, with a help center.
Contract and canceling
- Term
- Monthly, or 12 months paid upfront
- Renewal
- Renews for the same period. Price changes on yearly plans need 60 days' notice
- Notice
- 30 days
- Yearly plans
- Add licenses any time. Cut them only at renewal
- Leaving a yearly plan early
- You get back the prepaid amount minus the monthly rate for each full month used and minus the yearly discount
- Refunds
- None otherwise. Numbers are never refunded
- Your numbers
- Port them out and pay the fees
- Your data
- Download recordings and data first. It can be deleted 24 hours after you leave
Terms as of October 2026, from ReadyMode's terms of service.
What users say
What reviewers say most often, as of October 2026.
What users like
- Fast predictive dialing
- Simple lead and call logging
- Agent productivity
- Helpful support
- Reporting
What users dislike
- Occasional lag, freezing or audio connection problems
- Dated interface
- Learning curve
- Caller ID spam flags
- Integration and transfer limits
- Customization limits
- Price
ReadyMode alternatives
- JustCallFrom $29 a user per month, billed yearly, 2-user minimumPhone system with predictive dialing on SalesPro
- InterCloud9From $69 a user per monthPredictive dialer with a free trial and no card
- Five9From $159 a seat per month for voice (Core), 50-seat minimumEnterprise contact center with predictive dialing
- PhoneBurnerFrom $140 a user per month, billed yearlyOne-line power dialing, no second call while you talk
- Mojo DialerFrom $89 a license plus $10 a user per monthTriple-line dialing for solo producers
See every option in insurance dialers.
Frequently asked questions
How much does ReadyMode cost?
Starter is $199 per license a month for 1 to 4 licenses. iQ is $249 per license for teams of 5 or more.
Is ReadyMode a predictive dialer?
Yes. Every plan has predictive, progressive, power and preview modes, with pacing set near a 2.5% abandon rate by default.
Does ReadyMode scrub the Do Not Call list?
Its paid Risk Management app scrubs at upload and before each predictive dial. You still need your own federal subscription.
How long does ReadyMode keep call recordings?
30 days. Medicare agencies have to download and store them elsewhere.
Can ReadyMode send texts?
Only through ClickSend or Volt, which handle registration and bill the messages.
How we researched this review. We based this review on the pricing, terms and product pages published by ReadyMode, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan ReadyMode quit selling or a contract term that reads different now, let us know and send the link to the page where ReadyMode has it. Somebody here pulls up that page and checks it before we change anything on ours.