We place a dedicated telemarketer into your agency workflow. The program is built around live transfer conversations, clear counting rules, included cold-call data, and flat monthly pricing after fit review.
Every campaign includes InsureScales cold-call data. Adding your own prospect lists or CRM segments is optional and does not add to the monthly rate.
Every monthly campaign includes InsureScales cold-call data, so the program does not depend on you having a list ready.
If you already have a prospect list, we can put it into the calling campaign without adding to the monthly rate.
Reactivate older leads, previous customers, stale opportunities, or contacts that never became policies.
Call existing contacts around approved additional lines and transfer interested prospects live.
Follow up on people your agency already quoted but did not close.
Use timing-based CRM segments when your agency wants live conversations around upcoming renewal windows.
Every account starts with the same operating foundation: one caller, clear transfer rules, compliance controls, and daily visibility.
One assigned telemarketer works your campaign for a flat monthly rate. They start with included InsureScales cold-call data and can also work your lists or CRM segments at no extra cost.
The campaign is built around getting interested prospects to your licensed team while the conversation is active, not sending a list of names after the fact.
We handle operational compliance controls before calling begins, including script review, DNC scrubbing, calling-window rules, disclosures, and campaign boundaries.
You get clear reporting around valid transfers, missed-transfer callback details, notes, and what needs to change to improve transfer volume.
We serve insurance agencies broadly. During fit review, we confirm your list source, line of business, and pickup coverage for live transfers.
Home, auto, umbrella, and related P&C conversations where the agency team can quote and advise after the transfer.
Business owner outreach for agencies that can take live conversations around BOP, GL, WC, or commercial auto interest.
Interest-focused outreach where the telemarketer identifies a live conversation and transfers to a licensed producer.
Campaigns are reviewed for appropriate consent, scripts, disclosures, and transfer boundaries before calling starts.
Agencies with multiple licensed producers can route transfers by line, location, or availability rules.
Agencies with referral or relationship-based opportunities can route interested contacts into the same live-transfer handoff.
Pricing is quoted after we confirm your market, included cold-call data, optional agency lists or CRM segments, calling rules, and agency coverage.
Pricing is quoted after the fit review.
The monthly program is structured around live transfer opportunities.
List quality, market, agent pickup, and compliance rules affect volume.