Campaign index

Six verticals.
One licensed
call center.

Pre-qualified live transfers and warm leads across every major insurance vertical. Run one campaign or run all six on the same dialer, same CRM, same SLA.

TCPACompliant calling
DNCFederal + state scrubbed
HIPAAEncrypted PHI
CMSMarketing guidelines
48-StateLicensed coverage
Vertical 01 / Health

ACA marketplace,
year-round.

Affordable Care Act enrollment campaigns across all 50 states. We run Open Enrollment (OEP), Special Enrollment (SEP), and qualifying-life-event campaigns on both federal and state-based exchanges.

  • Inbound TV / digital lead reception with sub-30 second pickup
  • Outbound on aged ACA data, real-time verified
  • Licensed agents in all 48 contiguous states
  • Healthcare.gov, state marketplace, and direct carrier appointments
  • SEP qualification, plan comparison, and live enrollment
  • Subsidy estimation and APTC calculation included
180K
ACA transfers / yr
38%
Transfer-to-app rate
48
States licensed
Vertical 02 / Senior

Medicare Advantage
and Med Supp.

Full-coverage senior campaigns through AEP, OEP, and year-round. We handle the full funnel — TV inbound, DRTV transfers, aged lead reactivation, and dual-eligible (DSNP) campaigns — with CMS-compliant scripting end to end.

  • Medicare Advantage (MA), Med Supp, and Part D campaigns
  • AEP (10/15 → 12/7) staffing surge with trained overflow pods
  • Direct broker network or live transfer to your closers
  • DSNP and chronic condition (C-SNP) qualified leads
  • CMS marketing guideline compliance baked into every script
  • Permission-to-contact (PTC) and SOA recording when required
240K
Medicare transfers / yr
41%
AEP conversion
CMS
Compliant scripts
Vertical 03 / Life

Final Expense
that closes.

Pre-qualified seniors looking for whole-life policies under $25K. We run aged and fresh data on dedicated FE pods, with qualification questions tuned to your carrier appetite.

  • Aged Final Expense data — 30, 60, 90 day vintages
  • Fresh DM and digital lead reactivation
  • Health qualification matched to carrier underwriting
  • Beneficiary, smoker status, prior coverage captured
  • Live transfers to your licensed FE writers
  • Compatible with all major FE carriers
$340
Avg cost per transfer
28%
Issued-policy rate
90s
Avg call screen
Vertical 04 / U65 Health

Under-65 short-term
and private health.

Outside-the-marketplace campaigns for healthy U65s — STM, hospital indemnity, fixed indemnity, and accident plans. Fast pre-qualification, fast transfer, fast close.

  • Short-Term Medical (STM) campaigns
  • Hospital indemnity and fixed indemnity plans
  • Accident, critical illness, and supplemental coverage
  • Pre-qualification on age, household income, and household size
  • Direct write or live transfer to your licensed agents
  • State-of-residence routing and carrier matching
120K
U65 transfers / yr
34%
Transfer-to-quote
4
Product families
Vertical 05 / Auto

Auto insurance
live transfers.

Currently-insured drivers, ready to switch, transferred to your licensed P&C agents in under 60 seconds. We pre-qualify on vehicle, current carrier, prior tickets, and ZIP.

  • Inbound auto leads from TV, digital, and DRTV
  • Outbound on aged auto data — 30, 60, 90 day
  • Pre-qualified on currently-insured status and renewal date
  • Vehicle, household drivers, and prior tickets captured
  • Direct transfer to your carrier rotation or call-tree
  • State-specific routing for non-standard markets
310K
Auto transfers / yr
32%
Transfer-to-quote
<60s
Transfer latency
Platform / CRM & Dialer

The stack
under every call.

We implement and operate the CRM, dialer, and reporting layer that powers every campaign. Convoso, Five9, Ringy, GoHighLevel — or your own. Either way, you get one place to see transfers, billable minutes, and conversion in real time.

  • Predictive and progressive dialer implementation
  • CRM setup, integration, and custom workflows
  • Real-time reporting dashboards for transfers and dispositions
  • API integrations to your carrier and tracking platforms
  • Call recordings, transcripts, and QA scoring
  • Custom IVR design and inbound call routing
Build the stack
4
Major dialer platforms
100%
Call recording
API
First reporting