Proven performance, tangible results
At CrossStep Solutions, our success is measured by the tangible improvements our partners achieve. We don't just provide leads; we deliver a structural advantage through real-time intent, disciplined qualification, and compliance-first execution. Explore how our unique live transfer model has transformed the operations and bottom lines of insurance agencies and brokerages across the US.
A mid-sized independent auto insurance agency was struggling with low contact rates and inconsistent close ratios from aged internet leads. After transitioning to CrossStep Solutions’ live transfer model, they saw:
- Contact rates soar to 92%
- Close ratio improve by 38% within 60 days
- Cost per acquisition decrease by 27%
- Significantly increased agent productivity by eliminating cold follow-up calls.
StateFarm auto insurance agency, Illinois
This licensed Medicare brokerage faced challenges during peak enrollment with form-based leads, leading to multiple follow-ups and low engagement. Implementing CrossStep’s live transfer process resulted in:
- Immediate connection rate exceeding 85%
- A 34% improvement in appointment-setting success
- Reduced agent idle time by nearly 40%
- Higher retention due to stronger initial engagement.
Florida-based medicare brokerage
A final expense agency was experiencing high return rates from shared lead providers and inconsistent quality. With CrossStep Solutions, they achieved:
- A 90%+ live connect rate
- 30–45% improvement in close consistency
- Reduced refund requests due to structured qualification
- Improved agent morale and stability.
Regional final expense call center, Texas
CrossStep Solutions delivers predictable, scalable growth through real-time intent, disciplined qualification, and unwavering compliance.
Experience the structural advantage.