Insurance
More licensed-agent time on ready-to-talk prospects.
Front-end callers and transfer teams for insurance agencies: final expense, Medicare, life, auto and home. Qualified, compliant, warm, and scored every week.
What Usually Brings People Here
Licensed agents dialling cold
Your most expensive people spend their day on the phone hunting instead of quoting and binding.
Bad transfers
Purchased leads and shared transfers arrive unqualified, out of state or surprised to be on the call.
Seasonal swings
Open enrolment and AEP need triple the volume for ten weeks, then nothing.
By the Numbers
22Agent closing and live-transfer team built for one insurance client
9 of 10Of that client's top agents company-wide came from our team
WeeklyQA scores on recorded calls, shared with you
What We Run for Insurance
Four ways we plug in.
Live transfers to licensed agentsQualified on your card (state, age, product, existing coverage), consent read and recorded, warm introduction to your agent.How it works
Appointment settingFor products with a longer cycle, booked meetings with confirmation and show-up tracking.How it works
Final expense and Medicare campaignsDedicated teams on lists you own or we source with you, scripted with your compliance wording.How it works
Policyholder support and retentionInbound service, renewal reminders and win-back calls for existing customers.How it works
Insurance Results
Real campaigns. Real numbers.
Figures are from client engagements and verified Upwork records. Clients are named only with permission. All case studies →
How Every Team Is Run
The part most vendors skip.
Whatever the campaign, the operating system underneath is the same. It is why clients stay.
- A named team lead who owns your campaign and joins your weekly call
- Weekly QA: calls or tickets pulled for every agent and scored against a written card
- Scores shared with you in the same week they are given to the agent
- Daily reporting in a format you can check without asking
- Your tools, your data: we work inside your CRM, dialer or helpdesk
- Confidentiality agreements signed by every agent; least-privilege access you control
Frequently Asked
Insurance questions we hear most.
Do you handle TCPA and state consent rules?−
We read the consent and disclosure wording you approve, verbatim, on every call, and every call is recorded. Your compliance lead or counsel sets the rules. We are not a law firm and do not give legal advice.
Can you scale for AEP or open enrolment?+
Yes. Trained agents can be added to a running campaign in one to two weeks, and reduced afterwards. Tell us your peak window early and we plan the roster around it.
Which dialers do you work with?+
ReadyMode, Five9, Kixie, JustCall, RingCentral, Aircall and most others. We work in your dialer and CRM so you keep the data.
Do your agents hold insurance licences?+
No. Our agents handle the front-end conversation and qualification; quoting and binding stay with your licensed agents. That separation is deliberate.
Top Rated Plus
Agency status on Upwork
100%
Job Success Score
376
Jobs completed
50+
Agents on the floor
Since 2021
Serving US, UK, EU, CA & UAE clients