TopCallInbound Calls
Qualified Final Expense and Medicare calls, routed into your browser.
FOR SOLO AGENTS & AGENCIES Your entire
Your entire
insurance
operation.
Under control.
Inbound qualified Final Expense and Medicare calls.
Outbound dialing, CRM, pipeline, calendar, reporting and agency tools — all in one powerful platform.
INSURANCE CRM & DIALEROne platform.
One platform.
Your entire operation.
An insurance CRM and dialer that connects your calls, leads, pipeline and follow-up — built for solo producers and agency teams.
Outbound Dialer
Import leads, dial from the lead card, and keep the next call moving.
CRM & Pipeline
Keep every lead, note and next step connected from first call to client.
Calendar & Tasks
Appointments, callbacks and tasks keep your follow-ups in view.
Reports & Dashboard
AP, call spend, close rate, CPA and ROI in one place.
Agency Tools
Live board, Listen / Whisper / Barge, call caps, wallets and team views.
TWO PERSPECTIVES. ONE PLATFORM.
Built for how you work.
Whether you’re a solo agent or an agency owner, TopCall gives you the tools, visibility and control to do more and grow faster.
Solo Agent View
Focus on what matters — calls, follow-ups and closing business.
Agency Owner View
Total visibility. A more efficient, accountable team.
BUILT TO RUN THE FLOORSee the work.
See the work.
Support the people.
Know who’s available, who’s on a call and who needs help. Give leaders the tools to support the conversation while it’s happening.
Your whole team.
One live board.
See agent statuses and timers across your agency and teams. Available, on call, wrap-up, breaks and training stay visible.
Help during the call.
Not after it’s lost.
Listen to a live call, whisper guidance to the agent, or join the conversation with Barge. Every listen is logged.
Set the limits.
Keep the decisions.
Set call or spending caps per agent or team. When a limit is reached without a sale, the agent pauses until a leader releases them.
FROM FIRST CALL TO NEXT STEPThe conversation ends.
The conversation ends.
The work stays connected.
Move from call to client without rebuilding the same record in another tool. Keep the outcome, the pipeline and the follow-up together.
New→Contacted→Presented→Application→Sold
Bring your own leads.
Import from landing pages, Facebook forms or CSV. Dial from the lead card, log the outcome and move to the next lead with Pause and Skip controls.
Keep follow-ups in view.
Callbacks, appointments, vendor bookings, training and personal tasks stay on your calendar. Add events to Google or subscribe from your phone.
Put calling rules to work.
Licensed states, consent, do-not-call lists, calling hours, attempt limits and retry timers are checked before the dial.
YOUR BUSINESS. A CLEARER PICTURE.Know your numbers.
Know your numbers.
Keep your book clear.
Run the business with the right information in the right hands. Track performance, fund calls and keep contact ownership clear as your team changes.
See what the work costs.
Call spend, AP sold, close rate, cost per sale and ROI sit alongside your activity funnel and status time. Export reports to CSV.
AP soldCall spendCPAROI
Choose how calls are funded.
Fund agents through the agency or let them pay their own way. Prepaid wallets and auto-reload keep funding connected to the work.
Keep ownership clear.
Agency-funded contacts stay with the agency when an agent leaves. Independent agents keep the leads they purchased themselves.
Give each role the right view.
Owners see premium and spend. Leaders see the work. Agents see their own numbers. Invite agents and organize teams without giving everyone the same access.
COMING NEXT Call recordings, transcripts and AI call scoring. These are not available today.
BUILT. OWNED. USED BY TRUEMATCH ADVISORS.An agency behind it.
An agency behind it.
An advantage built in.
TopCall is TrueMatch Advisors’ proprietary platform. The workspace our agents use to run their business, built into the partnership.
Calls. Clients. Data. Team visibility. One connected operation, backed by hands-on training and a team that knows the insurance business.
Explore the TrueMatch partnership →SIMPLE, TRANSPARENT PRICING
Get started with TopCall.
Powerful tools. One connected platform.
TrueMatch agents
Free platform access.
$0 / monthOutside agents & agencies
$97 / agent / monthAgencies. A single independent agent is $147 a month.Give your business
a stronger operating system.
Calls, clients, follow-ups and your team. All connected.
Explore TopCall →Questions before you get started? Explore FAQs +
How does the call buffer work?
Each queue shows its flat price and buffer. A call shorter than the buffer is free. Once a qualified call passes that buffer, the flat price applies.
How are calls routed?
Inbound calls auto-answer for the longest-waiting licensed agent in the caller’s state. Agents only receive calls—and can only dial—in states where they hold a license.
Can my agency pay for the calls?
Yes. The owner can fund agents, or each agent can use their own prepaid wallet. Funding arrangements can be set per agent.
Do I need a separate dialer or CRM?
No. TopCall brings the browser phone, outbound dialer, CRM, pipeline, calendar, tasks, and reporting into one workspace. Use a current browser and a headset with a microphone.
What happens to contacts when an agent leaves?
Contacts from agency-funded activity stay with the agency. An independent agent keeps the leads they purchased themselves.
Are recordings and AI scoring available?
Call recordings, transcripts, and AI call scoring are coming. They are not represented as live features on this page.
Can an outside agency use TopCall?
Yes. TopCall is built for independent agents, agency owners, team leaders, and downline agencies. Platform access for outside agencies is $97 per agent per month, and $147 per month for a single independent agent. TrueMatch agents receive platform access with no separate subscription.
See the workflow.
Make a clearer choice.
Real demo screenshots and practical guides for insurance agents and agency owners.