Services
Seven campaign types, one accountable team
Medicare, Final Expense, Inbound, MVA, Transcription, Debt Settlement and Mortgage — each run to criteria you define, not sold as a package.
01 — Enrolment volume, verified first
Medicare
Medicare campaigns run end to end — sourcing interest, confirming eligibility and transferring to a licensed agent while intent is live.
- Eligibility Screening — Age, enrolment window and plan criteria confirmed against what your carrier will actually accept.
- Scripted Disclosures — Required wording read on every call and monitored by QA, not sampled occasionally.
- Live Transfer — Warm handover to a licensed agent with a clean introduction while the prospect is still engaged.
- Suppression Checks — Do-not-call and internal suppression lists applied before any number is dialled.
- Recorded for Audit — Every call retained and retrievable for any record you want to review.
02 — Patience over pressure
Final Expense
Respectful qualification for an unhurried decision — age, health banding and genuine affordability confirmed before any transfer.
- Health Banding — Qualifying questions handled plainly, without leading the answer.
- Affordability Check — Budget confirmed up front so nobody is transferred toward a policy they cannot hold.
- Vulnerability Flags — Indicators escalated rather than pushed through to a close.
- Consent Capture — Clean, logged consent stored with each record.
- Tone Monitoring — QA scores empathy and clarity, not just script adherence.
03 — Answered properly, first time
Inbound
Fully managed inbound support — customer service, order handling and issue resolution against a service level agreed in writing.
- Customer Service — Enquiries, account questions and issue resolution handled to a defined speed of answer.
- Order Handling — Capture through to fulfilment updates, kept current in your system.
- Overflow & After Hours — Evening, weekend and holiday cover so callers are not met by a queue.
- Escalation Path — A defined route for complaints, with outcomes written back to your records.
- Omnichannel — Voice, email and chat handled by the same trained team so context survives the channel switch.
04 — Fast, careful accident intake
MVA
Motor vehicle accident intake and claimant qualification for personal injury firms — answered around the clock.
- Round-the-Clock Intake — Night and weekend calls answered rather than lost to voicemail.
- Case Screening — Date, fault, injury and existing representation checked against your acceptance criteria.
- Retainer Follow-Up — Chased until the document is signed or formally declined.
- Direct System Entry — Written straight into your case management platform.
- Distress Handling — Agents trained for callers who are injured or upset.
05 — Accurate, turned around fast
Transcription
Audio and video transcription run to an agreed accuracy threshold and turnaround, with formatting to your template.
- Verbatim & Clean Read — Whichever style your workflow needs, applied consistently across every file.
- Speaker Labelling — Multi-speaker audio separated and attributed correctly.
- Timestamping — Interval or speaker-change stamps to your specification.
- Review Pass — A second set of ears before delivery, not a single-pass output.
- Template Formatting — Returned in your house format, ready to file rather than reformat.
06 — Qualified on affordability
Debt Settlement
Debt relief pipelines screened on balance, hardship and genuine ability to fund a programme before an adviser is involved.
- Balance & Creditor Check — Unsecured balance and creditor mix confirmed against your programme minimums.
- Hardship Qualification — Genuine circumstances established rather than assumed.
- Affordability Screening — Monthly capacity confirmed so the programme is realistic.
- Claims Discipline — No outcome promises — agents are scored on staying inside the boundary.
- Documented Consent — Captured and stored with the record.
07 — Intent and eligibility first
Mortgage
Purchase and refinance pipelines qualified on property, credit band and genuine intent before a loan officer picks up.
- Purchase & Refinance — Both pipelines screened to their own criteria rather than one blended script.
- Property Qualification — Type, occupancy and approximate value confirmed up front.
- Credit Banding — Self-reported band captured so files are routed to the right officer.
- Timeline & Intent — How soon they intend to move, so nothing sits in a pipeline forever.
- Live Transfer — Warm handover to a licensed loan officer with the file already populated.
Where it lands
Every service maps to an industry
The same capability behaves differently in legal intake than it does in home services.
All industriesInsurance
Medicare, final expense, auto and life programmes verified against eligibility before a…
Legal
Case intake and claimant qualification for personal injury, mass tort and motor vehicle…
Healthcare
Patient scheduling, eligibility checks, reminders and administrative support handled with…
Financial Services
Lending, debt relief and advisory pipelines qualified on affordability and intent before…
Home Services
Roofing, solar, HVAC and remodelling demand — homeowner-verified and booked into a real…
Technology
Demand generation and tiered support for software and hardware businesses selling into…
Professional Services
Enquiry handling, appointment setting and client administration for firms billing by the…
Next step
Let’s build the pipeline together
Tell us what you are trying to grow. We come back with a scoped programme, a timeline and a number — not a brochure.