Insurance Leads, Inbound Calls & Live Transfers
Explore customer acquisition solutions for Medicare, ACA, Under-65 Health, and Final Expense insurance, including digital inbound calls, screened live transfers, and fresh or aged leads.
Product availability, qualification criteria, and delivery options vary by campaign.
Insurance Lead Solutions
Lead acquisition solutions across four insurance verticals. Delivery formats and qualification requirements vary by product.
Medicare Leads
Connect with consumers exploring Medicare coverage options through available insurance lead generation and call acquisition programs.
ACA / Marketplace Leads
Reach consumers interested in Affordable Care Act Marketplace health insurance options through available lead generation programs.
Under-65 Health Leads
Explore lead generation solutions for individuals and families seeking health insurance coverage before Medicare eligibility. Under-65 Health and ACA may overlap.
Multiple Ways to Connect With Insurance Prospects
Acquisition channels describe how consumer interest is generated — distinct from lead delivery formats and lead recency.
Streaming TV / CTV
Consumer inquiries generated through connected television advertising campaigns. Campaigns may direct interested consumers to call or submit inquiries.
Digital Inbound Calls
Inbound consumer calls generated through digital marketing campaigns.
Screened Live Transfers
Consumer calls screened against agreed qualification criteria before being transferred to a buyer.
Fresh Leads
Recently generated consumer inquiries delivered according to agreed campaign specifications.
Aged Leads
Previously generated consumer inquiries available for re-engagement, subject to applicable permissions and campaign requirements.
Compare Insurance Lead Options
Specifications are confirmed during campaign setup. Contact us for product-specific details.
| Insurance Product | Lead Formats | Exclusive / Shared | Qualification | Verification | Billing | Test Order |
|---|---|---|---|---|---|---|
| Medicare Leads | Contact Us for Details | Contact Us for Details | Defined during campaign setup | Contact Us for Details | Contact Us for Details | Upon request |
| ACA / Marketplace Leads | Contact Us for Details | Contact Us for Details | Defined during campaign setup | Contact Us for Details | Contact Us for Details | Upon request |
| Under-65 Health Leads | Contact Us for Details | Contact Us for Details | Defined during campaign setup | Contact Us for Details | Contact Us for Details | Upon request |
| Final Expense Leads | Contact Us for Details | Contact Us for Details | Defined during campaign setup | Contact Us for Details | Contact Us for Details | Upon request |
Lead Qualification & Campaign Requirements
Qualification criteria are defined based on the insurance product and campaign agreement. Not all criteria apply to every lead.
Exclusive & Shared Lead Options
Exclusive Leads
Leads designated for delivery to a single buyer under the applicable campaign agreement.
Exclusivity must be confirmed for each product and order.
Shared Leads
Leads that may be distributed to more than one buyer under the applicable campaign terms.
Distribution terms depend on the specific product and campaign.
Exclusivity and distribution terms depend on the specific product and campaign.
Consent Documentation & Verification Options
Verification methods and supporting documentation vary by campaign. These are distinct from lead qualification and campaign compliance.
TrustedForm
TrustedForm certification may be available for applicable lead generation flows. When applicable, documentation may support review of the consumer's consent experience. Not every lead includes a TrustedForm certificate.
OTP Verification
One-time passcode verification may be used in applicable campaigns to help verify control of a phone number. OTP verification does not independently establish marketing consent.
Transparent Call Qualification & Billing
Billing for inbound calls and live transfers depends on agreed campaign terms. Potential billing conditions may include:
- Minimum connected call duration
- Call qualification requirements
- Transfer acceptance
- Duplicate-call rules
- Geographic eligibility
- Invalid or disconnected calls
- Other agreed billable-event conditions
Billable events, qualification requirements, and any applicable call-duration buffers are defined in the campaign agreement.
Review Samples Before You Buy
Request illustrative materials to evaluate fit before committing to a campaign.
Start With a Test Order
Explore available test-order options before committing to larger campaign volumes. Availability and requirements are provided upon request.
Clear Credit & Review Policies
Credits and adjustments are governed by agreed product-specific terms.
Review Categories
- Duplicate leads
- Invalid contact information
- Leads outside agreed geographic targeting
- Leads outside agreed qualification criteria
- Disconnected calls
- Calls failing agreed billing requirements
- Other documented delivery issues
Credit eligibility, submission requirements, review periods, and resolution procedures are defined by the applicable product and campaign agreement.
Insurance Lead FAQ
What insurance products does LeadsUpload offer?▼
LeadsUpload offers lead generation, inbound call, and live transfer solutions for Medicare, ACA / Marketplace, Under-65 Health, and Final Expense insurance. Availability and specifications vary by campaign.
What is the difference between exclusive and shared leads?▼
Exclusive leads are designated for delivery to a single buyer under the applicable campaign agreement. Shared leads may be distributed to more than one buyer under the applicable campaign terms. Exclusivity must be confirmed for each product and order.
What are screened live transfers?▼
Screened live transfers are consumer calls screened against agreed qualification criteria before being transferred to a buyer. Qualification requirements are defined in the campaign agreement.
How do digital inbound calls work?▼
Digital inbound calls are consumer calls generated through digital marketing campaigns and routed to buyers. Billable events and any applicable call-duration buffers are defined in the campaign agreement.
What is the difference between fresh and aged leads?▼
Fresh leads are recently generated consumer inquiries delivered according to agreed campaign specifications. Aged leads are previously generated inquiries available for re-engagement, subject to applicable permissions and campaign requirements.
Are TrustedForm certificates available?▼
TrustedForm certification may be available for applicable lead generation flows. Not every lead includes a TrustedForm certificate. Documentation may support review of the consumer's consent experience when applicable.
Is OTP verification available?▼
One-time passcode verification may be used in applicable campaigns to help verify control of a phone number. OTP verification does not independently establish marketing consent. Verification methods vary by campaign.
How are insurance leads qualified?▼
Qualification criteria are defined based on the insurance product and campaign agreement, and may include state targeting, age or eligibility, product interest, screening responses, and verification requirements. Not all criteria are applied to every lead.
Are test orders available?▼
Test-order options may be available depending on the product and campaign. Availability and requirements are provided upon request. Specific minimum quantities, pricing, and terms are confirmed during campaign setup.
How does billing work for live transfers?▼
Billing for inbound calls and live transfers depends on agreed campaign terms. Billable events, qualification requirements, and any applicable call-duration buffers are defined in the campaign agreement.
What are the credit and replacement policies?▼
Credits and adjustments are governed by agreed product-specific terms. Credit eligibility, submission requirements, review periods, and resolution procedures are defined by the applicable product and campaign agreement.
Can campaigns target specific states?▼
State and geographic targeting is generally available subject to campaign requirements. Applicable targeting is confirmed during campaign setup.