Programs built per vertical, not per template.
Each vertical has its own consumer profile, qualification criteria, seasonality and compliance considerations. Here’s exactly how we handle each one.
Final Expense
Inbound conversations with consumers actively considering final expense coverage, qualified on age range, state and coverage intent before they reach you.
Final expense inbound callsConsumer profile
Programs are built around the consumer profile you define, typically age-qualified consumers in your licensed states who have expressed intent to discuss final expense coverage. Criteria are the ones actually screened on the call: nothing is implied that isn’t verified.
Qualification criteria in use
- Age range confirmed against your criteria
- State matched to your licensed footprint
- Coverage intent confirmed on the call
- Buyer capacity and hours respected
Medicare
Medicare inbound programs structured around enrollment context, buyer licensing fit and carefully documented call-handling processes.
Medicare inbound callsConsumer profile
Built for licensed Medicare buyers who need qualified conversations during AEP, OEP and year-round enrollment windows. Medicare workflows involve CMS and TPMO considerations; program language and data-sharing flows are reviewed with counsel before launch. We don’t publish generic compliance badges.
Qualification criteria in use
- Enrollment context and eligibility window
- State and plan geography matched
- Buyer licensing fit reviewed before launch
- Call handling follows documented program rules
ACA / Under 65
ACA and under-65 health programs timed to open enrollment and special enrollment windows, with state-level routing and accurate disclosures.
ACA health insurance callsConsumer profile
Consumers exploring marketplace coverage are qualified on coverage interest, state and eligibility context, then routed to your team inside your operating windows. Campaigns avoid misleading subsidy or “free insurance” claims, and disclosures are reviewed per campaign.
Qualification criteria in use
- Coverage interest confirmed
- State and eligibility context screened
- Enrollment-window pacing
- Routing matched to buyer hours and caps
Auto Insurance
Auto insurance inbound calls qualified on driver and vehicle intent, state and coverage context, delivered with source transparency.
Auto insurance inbound callsConsumer profile
Built for buyers who want consumers actively shopping for auto coverage, with clear answers on sourcing, exclusivity and qualification. The terms you agree are the terms that are delivered.
Qualification criteria in use
- Driver and vehicle intent confirmed
- State matched to your footprint
- Coverage context screened on the call
- Source and exclusivity terms documented
Health Insurance
Beyond ACA: additional health verticals supported where the operation can maintain qualification quality and buyer controls.
Consumer profile
Programs for health-adjacent verticals are scoped individually with each buyer, so qualification criteria and call flow match the product being written. Additional verticals are added only when we can support them at the standard buyers expect.
Qualification criteria in use
- Product-specific qualification criteria
- State and demographic filters
- Documented call flow per campaign
- Volume scaled only where quality holds
Additional verticals
Have a different insurance vertical in mind? Programs are evaluated case by case against sourcing, qualification and delivery capability.
Consumer profile
The intake conversation covers sourcing feasibility, qualification design and realistic volume expectations. Tell us the vertical in the request form and you’ll get a straight answer on whether we can support it.
Qualification criteria in use
- Feasibility review per vertical
- Custom qualification design
- Pilot volume before scale
- Transparent go / no-go communication
Tell us the vertical you need.
Share your verticals, states, operating hours, daily capacity and commercial model. Our business development team reviews fit and comes back with a straight answer on volume, pricing structure and launch timeline.