Case Studies

Objective

Give a regional Medicare agency a predictable, exclusive lead flow through AEP without competing against other buyers for the same prospect.

Solution

Deployed an exclusive lead campaign filtered to the agency's licensed states and product mix, with volume ramped ahead of AEP based on their agent roster.

Objective

Replace an inconsistent shared-lead supply with volume that matched a call center's staffed hours and kept agents on live conversations.

Solution

Paced live transfer delivery to the center's staffed hours and concurrent capacity, with pre-qualification confirming eligibility and plan interest before every transfer.

Objective

Lower cost per acquisition for a mid-size FMO distributing leads across dozens of downline agents with varying license coverage.

Solution

Delivered shared leads capped at three buyers, routed by state and license, with tiered exclusive access for top-performing agents.

Objective

Help a solo Medicare Supplement broker fill a thin pipeline without competing against larger agencies for shared data.

Solution

Built an exclusive Supplement campaign filtered by plan letter interest and the broker's licensed counties, sized to a workable weekly volume.

Objective

Run a high-volume AEP campaign across 12 states while holding a clean TCPA and CMS compliance record throughout the season.

Solution

Layered documented consent capture, CMS-aligned scripting, and continuous campaign monitoring across every state and product line in scope.