Telemarketing Solutions Built for Insurance Agents
From lead generation to policy renewals, we handle every stage of the insurance sales pipeline. All TCPA-compliant, all insurance-focused, all designed to help you write more premium.
Your Full-Service Telemarketing Partner
Each service is designed to address a specific bottleneck in the insurance sales process. Combine them for a complete pipeline solution.
Outbound Lead Generation
Our team handles the cold outreach, data gathering, and appointment scheduling across your target demographics. Every contact is matched against your ideal client criteria before being passed to your licensed producers.
Learn MoreWhat's Included
- Custom-built prospect lists by ZIP, age, income & life events
- DNC-scrubbed and TCPA-compliant dialing
- Real-time lead delivery to your AMS or CRM
- Dedicated caller teams for your agency
Appointment Setting
We book confirmed appointments directly on your producers' calendars. Each contact is pre-vetted for stated intent and interest so your licensed agents walk into warm, informed conversations.
Learn MoreWhat's Included
- Calendar integration with Calendly, Google, or your AMS
- Confirmation calls & SMS reminders to reduce no-shows
- Contact summary notes delivered with each appointment
- Flexible scheduling based on agent availability
Policy Renewal Campaigns
Protect your persistency ratio with systematic renewal outreach. We contact every policyholder at 60, 30, and 15 days before expiration to secure renewals and identify re-write opportunities.
Learn MoreWhat's Included
- Multi-touch renewal cadence (call, voicemail, follow-up)
- Re-quote opportunities flagged for competitive retention
- Lapsed policy win-back campaigns
- Persistency tracking and reporting
Cross-Sell & Upsell Programs
Unlock hidden revenue in your existing book of business. We reach out to your policyholders to gauge interest in additional products and schedule appointments for your licensed agents to explore bundling and upgrade opportunities.
Learn MoreWhat's Included
- Outreach to existing policyholders for multi-line interest
- Multi-line bundle appointment scheduling
- Life insurance interest outreach from P&C policyholders
- Umbrella and excess liability interest campaigns
Niche Campaigns for Every Line of Business
Beyond our core services, we run specialized campaigns tailored to specific insurance verticals and market segments.
Medicare & AEP Campaigns
High-volume appointment setting during Annual Enrollment Period. All outreach follows CMS guidelines -- we only contact individuals who have expressed prior interest or provided written consent, ensuring your agents stay fully protected.
Inbound Call Overflow
Never miss a prospect call. Our team handles overflow during peak hours, qualifying callers and routing hot leads directly to available agents.
Final Expense Telemarketing
Targeted outreach to seniors aged 50-85 who have expressed interest. Contacts are matched to your target profile and scheduled as confirmed appointments for your licensed producers to handle the full needs analysis.
Commercial Lines Prospecting
B2B outreach to business owners for BOP, GL, WC, and commercial auto. We identify decision makers and set appointments with qualified commercial prospects.
Annuity & Wealth Transfer
Connect with pre-retirees and retirees who have expressed interest in financial planning conversations. Outreach is focused on scheduling appointments for your licensed producers to conduct proper suitability assessments.
E&O Compliance Audits
Proactive outreach to reconnect with policyholders and schedule review appointments. Your licensed agents conduct the coverage review -- reducing E&O exposure while surfacing natural opportunities to deepen the relationship.
Flexible Pricing That Scales With You
Whether you're an independent agent or a 50-producer agency, we have pricing models that work. Pay per appointment, per lead, or per seat -- whatever fits your production model.
Per Appointment
Only pay for booked, confirmed appointments
Per Lead
Qualified leads delivered to your pipeline
Dedicated Team
Full-time callers exclusively for your agency