A clear path from campaign setup to live transfers
We confirm who to call, how transfers route to your team, and what counts as a valid handoff before the first dialing day. Every campaign includes InsureScales cold-call data, with optional agency lists or CRM segments added at no extra cost.
Average valid live transfers per active day
Average observed range for active campaigns. Transfer volume varies by list quality, offer, market, compliance limits, calling hours, and agency pickup availability. Results are not guaranteed.
Dedicated telemarketer assigned to the campaign
One assigned caller works active campaign days.
Connected-call threshold for valid transfers
Immediate drops after transfer do not count.
How the campaign launches
Before calling starts, we lock the data source, approved script, transfer route, and pickup windows.
Fit and capacity review
We confirm your target market, line of business, transfer hours, and whether to use only included InsureScales data or add agency lists and CRM segments.
Script and compliance setup
We prepare approved scripts, required disclosures, DNC handling, calling-window rules, and the non-licensed telemarketer boundaries for the campaign.
Dedicated telemarketer goes live
Your assigned telemarketer works the list, identifies interested prospects, and transfers live conversations to your licensed agency team.
Count, review, adjust
Valid transfers, missed transfers, callback details, and call notes are reviewed so the campaign can improve around real pickup and prospect response.
What counts as a valid transfer
Both teams use the same transfer standard from day one.
What stays out of the count
Immediate drops and incomplete handoffs stay out of the valid-transfer count.
What affects transfer volume
The 3-6 range is not a guarantee. These inputs shape daily transfer volume and campaign fit.
Pickup coverage
Live transfer campaigns work best when someone at the agency can answer during the agreed calling windows.
Included data and optional lists
Every campaign includes InsureScales cold-call data. Your own lists or CRM segments, including winbacks, x-dates, previously quoted prospects, and cross-sell opportunities, can be added at no extra cost.
Clear routing rules
We need to know who takes which transfers, what hours they are available, and what callback path to use when nobody answers.
Licensed follow-up
Your agency team handles quoting, advice, binding, applications, and policy-specific conversations after the transfer.
Telemarketers identify interest. Your licensed team handles advice.
Our telemarketers do not quote, advise, bind, or discuss policy details. They make compliant outreach, identify whether a prospect is open to a conversation, and transfer that person to your agency team.
Compliance controls are part of setup
We handle operational controls such as compliant scripts, DNC scrubbing, calling-window rules, disclosures, and campaign review before launch. Compliance requirements can vary by campaign and state, so campaign-specific legal guidance may still be needed.
Ready to see if live transfers fit your agency?
Request a fit review and we will tell you whether your market, included campaign data, optional agency lists or CRM segments, and pickup coverage are a good match for a flat monthly transfer program.
Request a Fit Review