About InsureScales

We help insurance agencies add live-transfer capacity

InsureScales exists for agencies that need more live conversations without hiring, training, and managing an internal telemarketer.

Our Focus

A narrow offer with a clear handoff

InsureScales focuses on one service: a dedicated monthly telemarketer trained to create live transfer opportunities for insurance agencies.

That narrow focus matters. The campaign is built around transfer timing, pickup availability, prospect interest, and a clean boundary between telemarketing and licensed insurance work.

Every campaign includes InsureScales cold-call data. If an agency wants more targeted outreach, we can also layer in its own lists or CRM segments such as winbacks, cross-sell opportunities, previously quoted prospects, x-dates, and reactivation audiences at no extra cost.

Telemarketers identify interest and route prospects to the agency.

Telemarketers do not quote, advise, bind, or discuss policy details.

Licensed agency staff handle coverage, pricing, suitability, applications, and binding.

Transfer volume depends on list quality, market, offer, compliance limits, calling hours, and agency pickup availability.

Principles

How we run transfer campaigns

Live-transfer focus

The program is designed around active phone conversations. The assigned telemarketer is trained to identify interest and transfer the prospect while they are still on the line.

Agency workflow fit

We set transfer hours, routing rules, callback handling, and line-of-business details around the way your agency actually answers calls.

Compliance operations

We handle campaign controls such as script review, DNC scrubbing, calling-window rules, disclosures, and launch review.

Clear accountability

A valid transfer has a clear definition. Immediate drops do not count, and missed transfers must include callback details.

Compliance Boundary

We handle campaign controls. Your licensed team handles insurance advice.

Insurance telemarketing has real rules. We handle the operational controls that belong in the calling workflow, including script review, DNC handling, calling windows, disclosures, and campaign setup. Compliance requirements can vary by campaign and state, so campaign-specific legal guidance may still be needed.

Review the Transfer Process

What the telemarketer does

Makes approved outreach calls

Identifies whether the prospect is open to a live conversation

Attempts the transfer while the prospect is still on the line

Captures callback details when the agency misses the transfer

Find out if live transfers fit your agency

We will review your target market, included campaign data, optional agency lists or CRM segments, and transfer coverage.

Request a Fit Review