How It Works
From campaign setup to a lead landing in your CRM, here is exactly how we generate, qualify, and deliver Medicare leads.
Our Five-Step Process
The same process runs behind every lead type, exclusive, shared, live transfer, or Supplement.
Define Your Campaign
We map your target states, age bands, plan interest, budget, and whether you want exclusive, shared, live transfer, or Supplement leads.
Launch Compliant Outreach
Digital and phone campaigns go live with CMS-aligned marketing language and TCPA-compliant consent capture built into every touchpoint.
Qualify Every Contact
Consumers confirm Medicare eligibility, state, current coverage, and plan interest before a lead is ever counted or billed.
Deliver in Real Time
Leads post to your CRM, dialer, or inbox the moment consent is captured, or transfer live for immediate agent handoff.
Review & Optimize
You get reporting on volume, source, and quality; we adjust targeting and pacing to keep performance on target week over week.
How Leads Reach You
Delivery is built around the systems your team already uses.
CRM / Dialer Integration
Direct posting to the major CRM and dialer platforms used across the Medicare space, or custom API delivery.
Email & Spreadsheet Feed
Real-time or batched delivery to a monitored inbox for teams not yet on a dedicated CRM.
Live Phone Transfer
Warm, real-time call bridging directly to available agents for Live Transfer campaigns.
Common Questions
How quickly can a new lead campaign go live?add
Most campaigns are scoped, built, and generating leads within 1-3 business days of confirming your targeting criteria and delivery method.
What information comes with each lead?add
Contact details, state, age or eligibility confirmation, current coverage status, plan interest, and a timestamped consent record with source information for your compliance file.
Can I adjust volume or pause a campaign?add
Yes. Volume can be scaled up for AEP, OEP, and SEP surges, throttled to match agent capacity, or paused with notice at any time.
How do you handle leads that don't meet the agreed criteria?add
Every campaign includes a defined quality standard. Leads that fail to meet it, such as invalid contact information or leads outside your filters, are replaced or credited per your agreement.
More questions? Visit our full FAQ page.
Ready to See Leads Flow In?
Tell us your target states, volume, and delivery preference. Most campaigns are live within 1-3 business days.