Beyond the click: where conversations convert
At CrossStep Solutions, we redefine lead generation. Our foundational belief is simple: insurance thrives on trust, and trust is built through genuine human interaction. We don't just supply leads; we deliver qualified conversations that convert.
Our core philosophy: conversations convert better
We believe your success is intrinsically linked to your profitability. While others chase volume and form submissions, we pursue intent, qualification, and perfect timing. A prospect actively engaging with an agent holds far greater value than a name in a CRM queue. Our focus is on performance-driven live transfers, stringent compliance standards, and transparent reporting. We measure success by policies closed, not just leads generated. At CrossStep Solutions, we are in the revenue growth business, not just the lead business.
The CrossStep difference: precision and compliance
CrossStep Solutions employs an intent-first live transfer model, entirely distinct from volume-driven lead resale approaches. Our campaigns feature multi-layer qualification funnels, meticulously designed to filter for eligibility, intent confirmation, and compliance alignment before any caller is ever transferred. We utilise real-time intent verification, geo-targeted state filtering, age and eligibility screening, carrier-aligned qualification scripts, internal QA monitoring, call recording, DNC scrubbing, and consent-based marketing processes. Unlike recycled or aged lead providers, our focus is squarely on delivering active conversations through controlled acquisition channels, safeguarding both conversion performance and regulatory adherence.
Tangible results, sustainable growth
Insurance partners who transition from form-based or aged leads to our live transfer infrastructure consistently observe significant operational enhancements. Expect contact rates of 85–95%, a 30–50% improvement in close ratios, and a 25–40% reduction in cost per acquisition within the initial 60–90 days. Agent productivity soars due to the elimination of cold follow-ups, leading to more predictable daily lead volume. Because prospects are transferred in real time while actively engaged, agents spend less time dialling and more time closing. This results in stronger morale, more stable campaign performance, and improved policy placement rates across Auto, Final Expense, Medicare, and related verticals.
"CrossStep Solutions delivered beyond our expectations. Their qualified live transfers transformed our sales process and boosted our profitability significantly."
[[Client Name]], Insurance Agency Director