CONVOSO

AI-powered contact center and dialer platform for outbound insurance sales and lead generation teams

Distribution & Sales Established Bootstrapped

Overview

Convoso is a contact center software and outbound dialer platform serving insurance sales organizations, lead generation firms, BPOs, and direct sales teams. The platform targets insurance as a primary vertical with dedicated solutions covering auto, health, life, and final expense lines. Clients include carriers, agencies, and third-party lead generators operating high-volume outbound call operations.

The platform provides multimode dialing (power, predictive, and preview), omnichannel outreach via voice and SMS, and campaign management tools. A core differentiator is its compliance infrastructure: built-in TCPA automation, real-time DNC scrubbing via dnc.com integration, consent management with opt-in tracking, and a Reassigned Numbers Database (RND) lookup tool. The Voso.ai module adds a conversational AI agent for autonomous outbound engagement over voice and SMS.

Founded in 2006 by Nima Hakimi and Bobby Hakimi, Convoso operates as a privately held company with an estimated annual revenue of USD 100-250M and approximately 230 employees as of 2026. The company has received analyst recognition including placement in the 2026 Aragon Research Globe for Agent Platforms in Intelligent Contact Center and G2 Leader status in the Auto Dialer Software category.

Products & Services

Convoso Platform (Core Dialer)

Cloud-based outbound contact center platform with multimode dialing and omnichannel engagement capabilities.

Key Features

Power, predictive, and preview dialing modes
Voice and SMS outreach with campaign management
Caller ID reputation management and DID lifecycle tools
Real-time reporting, analytics, and customer success dashboards

Target Users: Insurance sales teams, contact centers, BPOs, lead generation companies

Convoso Ignite

Automated DID (Direct Inward Dialing) management system launched in June 2025. Manages phone number inventory to optimize contact rates and navigate iOS call screening.

Key Features

Intelligent phone number rotation and health monitoring
iOS call screening navigation
DID lifecycle management to protect caller ID reputation

Target Users: High-volume outbound contact centers

Voso.ai

Conversational AI agent for autonomous outbound engagement over voice and SMS. Handles lead qualification, appointment booking, and routine customer interactions without human agents.

Key Features

Natural language understanding for voice and SMS conversations
Lead qualification and appointment scheduling automation
Integrates with core dialer platform for seamless handoff to live agents

Target Users: Insurance agencies seeking to automate outbound lead engagement

Compliance Suite

Regulatory compliance tools designed for TCPA-regulated outbound calling environments.

Key Features

Real-time DNC scrubbing via dnc.com integration
TCPA consent management with opt-in record tracking
Reassigned Numbers Database (RND) lookup
Do Not Call list integration

Target Users: Insurance agents, lead generators, and contact centers operating under TCPA regulations

At a Glance

Founded: 2006
Headquarters: Los Angeles, California, USA
Employees: 201-500
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Contact Center Software Outbound Dialer Lead Generation Compliance Tools Conversational AI
Insurance Verticals: P&C Personal Health Life & Annuity Specialty/E&S
Target Customers: Agents/Agencies, Carriers, Brokers