Targeted outbound for Insurance agents
Quote reviews on your calendar, dialed the compliant way.
Homeowners and business owners in your territory, called from your area code at hours the rules allow, booked for a quote review you actually get to run.
Who we call
- Homeowners by home value and tenure, or businesses by type and size
- Your territory, down to the zip
- Federal and state DNC scrubbed before every campaign, internal opt-outs honored immediately
The appointment
- A scheduled quote review, in person or by phone, with the prospect expecting the call. Confirmed by text, reminded the day before.
Campaigns that fit
- Renewal-window campaigns timed to policy cycles
- New-homeowner lists as they close
- Commercial campaigns for P&C by business type
Same desk, same rules
Booked appointments. Nothing else.
About 1,500 dials a week from a number in your area code with your company name on the caller ID. Every list scrubbed against the federal and state Do Not Call registries first. Booked straight to your calendar, confirmed by text, reminded twice. Short a month, and the difference rolls forward free.
Pricing
Pick a lane.
No annual contracts. The Pilot is 30 days with nothing owed after. Full Desk and Exclusive Desk run three months to start, then month to month. Cancel any month after that.
The Pilot
- 10 booked appointments in 30 days
- ~1,000 calls a week into your market
- Full campaign build included
- Miss 10 and the first month of your plan is free
- Converts to a plan if it works. Setup fee waived.
- No commitment past the 30 days
- Bonus: one call-through of your past customers, included
Full Desk
- 15 booked appointments a month
- ~1,500 calls a week into your market
- Number in your own area code
- Weekly reporting
- Three months to start, then month to month
- Short a month? The difference rolls forward free
Exclusive Desk
- 30 booked appointments a month
- ~3,000 calls a week into your market
- One company per niche, per market. Claimed first come
- First in line on surge pushes: storms, seasons, launches
- Weekly reporting
- Three months to start, then month to month
- Short a month? The difference rolls forward free
Own the machine
The same system we run for our clients, built inside your business. Dialer, lists, scripts, objection handling, CRM pipeline, text sequences, reporting. We train your person. Then it's yours.
For owners who'd rather own the machine than rent it.
Setup is paid once. It covers the list build, your number, scripts, calendar hookup and the text sequences. All in for the first three months: Full Desk is $16,000, Exclusive Desk is $22,000, billed in two halves. Half when you sign, the other half the day dialing goes live. From month four it's the monthly rate and you can stop any month. Booked means a date and time the prospect agreed to, on your calendar, confirmed by text. A prospect who didn't meet your criteria gets replaced free.
If a month comes in under your number, the shortfall rolls into the next month at no charge. Still short at the end of your first three months? We keep dialing free until you've had every appointment you paid for. Conditions: outcomes reported within 72 hours, criteria unchanged mid-month, calendar open as agreed at kickoff.
Before you decide, work out what one closed job is worth to you, then look at the monthly rate. And know that pre-storm and pre-winter campaigns fill first.
Questions
Insurance agents, specifically.
Insurance calling has strict rules. Do you follow them?
Yes. DNC scrubbing, calling hours, honest caller ID, recorded calls, opt-outs honored the moment they're asked for. It's on the compliance page in detail.
Do you sell the policy?
No. We book the review. You quote and close.
Can you call businesses instead of homeowners?
Yes. Commercial lines campaigns run on business lists during business hours.
Other markets
Fifteen minutes.
We'll show you the board.
Get on a screen share and we'll walk you through our live dial board. Real numbers, real recordings, real dispositions. If it looks like nothing, you've lost fifteen minutes.
Watch us dial live