High-intent conversations for regulated businesses.
Two services. Pick the one you need.
Qualified calls and live transfers
Insurance, finance and healthcare consumers, screened against the criteria you set and warm-transferred to your team while they are still on the line. The terms for each campaign are set in an insertion order before traffic starts.
Request Qualified CallsAI inside sales agents
An AI agent that answers your inbound leads in seconds, 24/7, qualifies them and books appointments. Your team gets a warm introduction when they are available. We set it up and run it for you as a monthly service. What the agent does.
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How a qualified call reaches you
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A consumer calls from your campaign
On a tracked number tied to one source, one campaign and one creative.
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Answered promptly
By our AI agent by default, or a trained agent where the campaign calls for it, with the required disclosures given first.
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Screened against your criteria
Vertical, geography and the questions you set. A caller who does not match stops here.
Your team
Live transfer to your team
A warm handoff while the caller is still on the line and still interested.
Do Not Call screened. Third-party ISO 27001 certified voice infrastructure. Voice provider signs a HIPAA BAA.
Channels
We work across voice, WhatsApp, web chat and email, inbound and outbound. The screening is the same whichever channel a conversation starts on. See every channel
Inbound calls and live transfers
The core of the business. A consumer dials a tracked number, is screened against your criteria, and is warm-transferred to your team only if they match.
Outbound campaigns
We call the contacts you are permitted to reach, within permitted calling hours, and qualify them before connecting.
WhatsApp
Two way, on the app your customer already has open.
Web chat
A visitor asks a question on your site. We answer while they're still on the page.
Email follow-up
Sent and answered in a real email thread. A lead who says not yet keeps getting follow-up.
Every channel runs under the same rules: documented consent, Do Not Call screening, required disclosures, recording where permitted, and a full audit trail.
What arrives, and on what terms.
Three things decide whether a call was worth what you paid for it. All three are settled before traffic starts.
You pay for the call, not the click.
What counts as a billable call is written into the insertion order before traffic starts. A call outside it is not billed. What makes a call billable.
Screened before the handoff.
Your closer picks up someone already in criteria and still on the line, not a name to call back later. How calls are qualified.
The numbers are yours.
Every call ties back to the source, campaign and creative that produced it, and you read the same data we do. What you get back.
Verticals we serve
We work in four. In each one the conversation is regulated and the consumer is already looking.
Finance and lending
Personal loans, debt relief, credit repair, and mortgage. The consumer is usually mid-search and comparing offers, so the screening has to happen while they are still on the line rather than afterwards.
Insurance
Auto, home, life and final expense, health, and commercial lines. Shoppers comparing coverage, screened down to the lines you actually write.
Healthcare and Medicare
Medicare Advantage and supplements, dental and vision, and health insurance. Seasonal and closely governed.
Real estate
For real estate teams we run an AI inside sales agent. It answers inbound inquiries 24/7, asks your qualifying questions, books into your calendar, and writes the note back to your CRM.
Compliance
If nobody can show the consent and the disclosure, the call is a liability. We keep the record on every call.
Rules we follow
Do Not Call screening and TCPA, DNC, TSR, and CMS controls are how we operate. Our compliance standards.
Secure infrastructure
Calls run on third-party voice infrastructure that is ISO 27001 certified and signs a HIPAA business associate agreement with us, with GDPR and CCPA aligned data handling.
Buying calls or selling them?
Tell us what you buy or what you run. We reply to every inquiry by email.
Generate calls in these verticals? Become a partner.