Delivering high-intent live transfer calls across insurance verticals
Performance-based live transfers for auto insurance, final expense, Medicare, ACA, and emerging service verticals — fully qualified, compliance-focused, and scalable.
Our specialised verticals
At CrossStep Solutions, we specialise in generating high-intent, fully consented live transfers and leads across a diverse range of insurance and service-based verticals. Our rigorous, performance-focused funnels and real-time qualification processes ensure every caller is genuinely interested and primed to connect with an agent, maximising your close rates.
Auto insurance
We deliver geo-targeted, pre-screened auto insurance leads, filtered by carrier requirements. Maximise your agent's time with prospects actively seeking coverage.
Final expense
Connect with individuals ready to discuss final expense coverage. Our leads are pre-qualified for intent, age bracket, and basic eligibility, driving higher close ratios.
Medicare & ACA
During crucial enrollment periods, we provide real-time qualified Medicare and ACA leads for prospects actively comparing plans. Urgency meets intent.
Overcoming lead generation challenges
Clients often struggle with low-intent leads, compliance risks, and wasted agent time. CrossStep Solutions directly addresses these frustrations by providing pre-qualified, TCPA-compliant live transfers. We eliminate the inefficiencies of aged or low-quality leads, ensuring your agents speak only with high-intent prospects who have been DNC scrubbed and screened for genuine interest. Our internal quality assurance and call recording practices protect your compliance and reputation, transforming common pain points into performance gains.
Measurable results, guaranteed
Clients working with CrossStep Solutions typically experience measurable improvements in contact rates, agent efficiency, and overall cost per acquisition. For example, in the Final Expense vertical, agencies transitioning to our live transfer model often see contact rates increase from 20–30% to 85–95%, since prospects are transferred in real time while actively seeking coverage. Close ratios commonly improve by 30–50% due to pre-qualification filters such as age bracket, intent confirmation, and basic eligibility checks before transfer. Many clients report a 25–40% reduction in cost per acquisition within the first 60–90 days. Agent productivity increases significantly because time spent dialing unresponsive or low-intent leads is eliminated, allowing teams to focus exclusively on live, ready-to-buy prospects.
Expanding our reach
Beyond core verticals, CrossStep Solutions excels in high-intent niche segments. Our live transfer leads are exceptionally strong in ACA/Health Enrollment campaigns during peak windows, Mortgage Protection Insurance for homeowners, Indexed Universal Life (IUL) & Retirement Planning, Debt Consolidation, and Home Services Insurance cross-sell opportunities. Looking ahead, we plan to expand into Small Business Insurance (BOP & General Liability), Commercial Auto & Trucking Insurance, and Senior Benefits & Supplemental Plans. Our strategy prioritises compliance-first campaigns and scalable traffic sources for sustainable growth.
