Matrix Telemarketing runs outbound and inbound call campaigns for US insurance agencies, carriers and call centers. We qualify every prospect live and warm-transfer them to your licensed agent, or deliver exclusive leads straight into your CRM.
Illustration of the live client dashboard.
Pick one service or mix them. Every campaign is built around your licensed states, carriers, hours of operation and daily caps.
Our trained agents call opted-in prospects, ask your qualifying questions, then stay on the line while they introduce the customer to your agent.
Customers call in from TV, radio, search and social ads. We route them by state and product directly to your phone line or dialer.
Exclusive and shared data leads, delivered in real time by email, webhook or direct posting to your CRM.
Live transfers, inbound calls and leads are available for every line below. Each card shows what we qualify on. Your script can add more.
Age 50–85, active bank account, no hospice care.
Advantage, Supplement, Part D. Parts A & B, ZIP, current plan.
Household size, income range, not on Medicaid.
Under 65, employment status, short-term or major medical.
Currently insured, number of vehicles, valid license.
Homeowner or renter, policy renewal date, bundling.
Age, coverage amount, tobacco use, health basics.
Recent mortgage, age 25–70, loan amount.
Age 55+, retirement savings, rollover interest.
No current plan, state, individual or family.
Business type, employees, revenue, GL or workers' comp.
Pet type, breed, pet age, current coverage.
Most campaigns go live within 3 to 5 business days after setup is approved.
Tell us your insurance line, licensed states, daily cap, hours and the number we transfer to.
We write the qualification script with you. You approve every question and disclosure.
A small test batch of transfers or calls so you can judge quality before scaling.
Raise volume when you are ready. Daily reports show calls, durations, recordings and returns.
Insurance marketing only works when it is clean. Every call and lead we deliver can be traced back to consent.We follow US telemarketing rules and keep records you can show a carrier or regulator.
49 Wilton St
New Hyde Park, NY 11040
Pricing depends on insurance line, states, volume and exclusivity. Send your details and our campaign manager will send a quote and a pilot plan.
A live transfer comes from our outbound team: we call an opted-in prospect, qualify them, then hand them to your agent on a 3-way call. An inbound call comes from a customer who dialed in after seeing an ad, and is routed straight to you.
Only after it passes the buffer time we agree on, usually 60 to 120 seconds on the line with your agent. Short calls, duplicates and out-of-state callers are not billed.
You choose. Exclusive leads go to you only. Shared leads go to a maximum of 3 buyers and cost less. Aged leads (30+ days old) are the lowest cost option.
Yes. We transfer and deliver only to licensed insurance agents or agencies, and only in the states where you hold a license.
We start every new client with a small pilot so you can test quality first. After the pilot you can pay weekly with no long-term contract.