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 performance process
At CrossStep Solutions, our process is meticulously designed around controlled acquisition, layered qualification, real-time delivery, performance monitoring, and continuous optimization. We ensure every lead is high-intent, fully qualified, and ready to convert, providing unparalleled value to our partners.
Targeted traffic acquisition
We deploy data-driven campaigns focused on high-intent audiences actively seeking insurance solutions. Campaigns are geo-targeted, vertical-specific, and optimized for intent rather than volume.
Multi-layer qualification
Before any call is transferred, prospects are screened through structured qualification filters, including eligibility criteria, age requirements, prior coverage verification (where applicable), and intent confirmation.
Compliance & verification controls
All campaigns operate under consent-based marketing standards, including DNC scrubbing, TCPA-aligned practices, and call recording for quality assurance and transparency.
We deliver active conversations.
Most lead providers operate on a volume-first model. At CrossStep Solutions, we operate on an intent-first model, ensuring every transfer is a real-time, engaged conversation, eliminating aged data and low-contact issues.
Our unique differentiators
What makes CrossStep Solutions' approach truly effective is our intent-first model. We guarantee no aged or recycled data, real-time transfer while intent is active, structured qualification before transfer, a compliance-first infrastructure, performance-aligned scaling, and transparent optimization based on client feedback. We deliver active conversations, not static leads.
Measurable outcomes
Clients partnering with CrossStep Solutions typically experience 85–95% contact rates due to real-time transfers, 30–50% improvement in close ratios compared to aged leads, and a 25–40% reduction in cost per acquisition within 60–90 days. Expect increased agent productivity, morale, and more predictable daily volume, leading to scalable revenue growth.
