Exclusive insurance live transfers for captive and independent agents

Why insurance agencies buy live transfers instead of raw leads

Most agencies already know the problem with shared internet leads: by the time a producer calls, the shopper has heard from five other agents, or never answers at all. Producers end up spending more time dialing than quoting, and cost per bound policy climbs.

A live transfer changes the order of work. Our team does the dialing, reaches the consumer, confirms they actually want a quote today, and checks your qualification criteria. Only then is the call bridged to your producer, who starts the conversation with someone already engaged. You pay for conversations, not for phone numbers.

RevUp Global runs these programs from Pakistan for US agencies during US business hours. Agents are trained on US auto and home insurance basics, your script, your filters and the compliance rules below before they take a single call for you.

Who we work with

We support captive agents who represent a single carrier and independent agents who quote across several carriers, from single-producer offices to multi-location agencies. Captive agencies usually need tight filters around their carrier's appetite and territory; independent agencies often want broader coverage needs and bundle opportunities. Both are configured per agency.

Typical qualification criteria

Every agency sets its own filters. These are the criteria most agencies ask us to confirm before a transfer:

• Lives in one of your licensed states (and ZIP codes, if you target territories)
• Actively shopping and willing to speak with an agent now
• Currently insured or recently lapsed, per your appetite
• Number of vehicles and drivers, or homeownership and property type
• Policy renewal or expiration window
• No major exclusions your carriers decline (set by you)

We avoid over-qualifying. Every extra question adds time and drop-off, so we keep the screen short and let your producer handle underwriting questions.

Compliance: consent, DNC scrubbing and call recording

Every outbound program we run for insurance agencies is built around the Telephone Consumer Protection Act (TCPA), the Telemarketing Sales Rule and state telemarketing laws. In practice that means three controls on every campaign.

• Consent before the dial. Calls that require prior express written consent are only placed to consumers whose consent record exists, and we keep the consent source, timestamp and disclosure language tied to each record so your agency can audit it.
• DNC scrubbing. Lists are scrubbed against the National Do Not Call Registry, applicable state DNC lists, our internal do-not-call list and known TCPA litigator lists before calling, and opt-out requests are honored and logged.
• Call recording and disclosure. Calls are recorded for quality and dispute review, with recording disclosures that follow the one-party or two-party consent rules of the states involved.

Our agents never claim to represent a carrier they do not represent, and never quote rates or bind coverage. Quoting and advice stay with your licensed producers. This page is general information, not legal advice; your agency's compliance counsel should approve scripts and consent language.

What you get as an agency partner

• Exclusive transfers that are never resold
• A daily cap and producer hours that you control
• Call recordings for every transfer
• Daily reporting on calls, transfers and dispositions
• A dedicated campaign lead and fast script changes