Velocify Dial-IQ review for insurance agents: pricing, dialing and compliance
Velocify Dial-IQ is the dialer inside ICE Mortgage Technology's Velocify suite. It ties power dialing, inbound queues and coaching to Velocify lead records.
It is built and sold for mortgage lenders. Insurance agencies are better served elsewhere unless they already run on Velocify.
- Best for
- Mortgage teams already on Velocify. A poor fit for most insurance agencies
- Type
- Mortgage sales dialer inside the Velocify suite
- Price
- Quote only
- Dialing
- Click-to-call, preview, power and Shotgun lead offers
- Texting
- In the wider Velocify platform
- Recording
- Included, with state rules by area code and AI transcripts
- CRM connections
- Velocify LeadManager, Salesforce Pulse and Encompass
- Free trial
- No. Demo only
Our take
Dial-IQ is a capable sales dialer with Shotgun lead offers, state calling windows and live coaching. It works best with Velocify LeadManager or Salesforce Pulse.
But it is a mortgage product, from the marketing to the Encompass link. No insurance system connects.
Prices are by quote only.
Pros
- Shotgun lead offers for speed to lead
- Calling windows by state and time zone
- Listen, whisper and barge
- Recording rules by area code
Cons
- Built for mortgage, not insurance
- No insurance system connections
- Quote-only pricing
- No predictive dialing
Plans and pricing
- How it's priced
- Quote only, per user license
- What changes the price
- Number of users and whether you also license LeadManager or Pulse
- Minimums
- Set in the customer agreement
Dial-IQ is priced by quote from ICE Mortgage Technology, as of October 2026.
Dialing modes
| Mode | What it does | Lines per agent | Plan |
|---|---|---|---|
| Click-to-call | Dials one lead from the record | 1 | Dial-IQ |
| Preview dialing | Shows the lead before the call | 1 | Dial-IQ |
| Power dialing | Works through a call list automatically | 1 | Dial-IQ |
| Next call | Moves straight to the next lead | 1 | Dial-IQ |
| Shotgun dial | Offers a new lead to several agents and the first to claim it gets the call | 1 | Dial-IQ |
- Voicemail drop
- Leaves a prerecorded message while the agent moves on
- Existing phones
- Works alongside the phone system you already have
Inbound calls and transfers
Dial-IQ blends inbound and outbound calls and can create a lead from a new inbound call.
- Routing
- Drag-and-drop call flows and Shotgun by phone or screen
- Queues
- Hold music and callback when agents are busy
- Phone menu
- Built with a call flow builder
- Live transfers
- No-hold, warm and cold transfers
Phone numbers and spam labels
- Who supplies numbers
- Velocify, local and toll-free
- Local presence
- Shows a local caller ID
- Call signing (STIR/SHAKEN)
- Registered in the app
- Branded caller ID
- Caller name (CNAM) registration in the app
Do Not Call, calling hours and consent
- National Do Not Call list
- Dial rules can block numbers on Do Not Call lists
- Your own do-not-call list
- Dial rules block leads who opted out
- Calling hours
- Custom calling windows by state and time zone
- Consent records
- A web form can capture a TCPA consent checkbox
Mortgage rules, not insurance ones Velocify's compliance settings are built around mortgage lead handling. An insurance agency would need to check its state and Medicare rules against them.
Texting and registration
- Plans with texting
- Automated texts and email in the Velocify platform
Call recording and Medicare
- Recording
- For training, quality and compliance
- Recording notice
- Rules by area code to follow state recording laws
- Transcripts
- AI transcripts of calls
CMS's rule for the 2027 plan year keeps Medicare sales calls six years. ICE doesn't market Dial-IQ to Medicare agencies, so check storage terms with ICE before relying on it.
CRM and agency system connections
| Connects to | Type | How | What moves |
|---|---|---|---|
| Velocify LeadManager | CRM | Built in | Call outcomes and lead actions update lead status |
| Salesforce (Velocify Pulse) | CRM | Built in | Phone and text workflows on Salesforce |
| Encompass | Loan system | Built in | Leads become loans and loan changes sync back |
| Five9 | Contact center | API | Lead actions and records both ways |
No insurance agency management system connects.
Reporting and coaching
Reports
- Call monitoring dashboard
- Automatic campaign tracking
Coaching
- Live listen-in
- Whisper
- Barge
Getting started
Book a demo
ICE Mortgage Technology sells through sales.
Sign the customer agreement
Terms and pricing are set there.
Activate licenses
Turn Dial-IQ on for each user.
Set numbers and voicemail
Each user sets a number, caller ID and voicemail.
Connect your CRM
LeadManager, Pulse or Encompass.
Support by phone and a help center.
Contract and canceling
- Term
- Set in a private customer agreement
As of October 2026, from ICE's website terms.
What users say
What reviewers say most often, as of October 2026.
What users like
- Speed to lead
- Dial-IQ paired with LeadManager
- SMS and email automation
What users dislike
- Price
- Glitches
- Switching costs
Velocify Dial-IQ alternatives
- Five9From $159 a seat per month for voice (Core), 50-seat minimumContact center with predictive dialing for any industry
- ReadyModeFrom $199 a license per monthPredictive dialer used by insurance call floors
- PhoneBurnerFrom $140 a user per month, billed yearlyPower dialer with published seat prices
- KixieQuote onlyMulti-line dialer that logs calls to HubSpot and Salesforce
See every option in insurance dialers.
Frequently asked questions
How much does Velocify Dial-IQ cost?
Pricing is by custom quote from ICE Mortgage Technology.
Is Velocify Dial-IQ a predictive dialer?
No. It offers click-to-call, preview, power and Shotgun dialing.
Can insurance agencies use Velocify Dial-IQ?
They can, but it is built for mortgage teams and has no insurance system links.
Does Velocify Dial-IQ block Do Not Call numbers?
It blocks numbers on lists you load. It does not subscribe to the national list for you.
How we researched this review. We based this review on the terms and product pages published by Velocify Dial-IQ, 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 Velocify Dial-IQ quit selling or a contract term that reads different now, let us know and send the link to the page where Velocify Dial-IQ has it. Somebody here pulls up that page and checks it before we change anything on ours.