How Truly Insure works

From your licensing footprint to live leads and calls, without the six-week onboarding.

The process

The four steps

01

Tell us where you sell.

Your lines, your licensed states or provinces, and the volume your team can actually work.

02

We match intent to your rules.

Paid intent campaigns feed a screening layer that checks eligibility, geography and coverage before anything reaches you.

03

Leads and calls hit your stack.

Delivered in real time to your CRM or dialer, or hot-key transferred straight to an available adviser.

04

You answer and close.

Your team speaks to people who asked to speak to them. You watch cost per acquisition, not cost per lead.

The call layer

The call layer is the difference

Anyone can sell you a list. Very few can put a screened, consented caller on the line and route them to the right adviser first time. That is the part that changes your numbers.

Buffer and billable duration

You pay for conversations, not misdials. Short abandoned calls do not bill.

IVR pre-qualification

Callers answer the disqualifying questions before they reach you, so your agents spend the day on people who fit.

Hot-key transfer

The caller is routed to an available, licensed adviser first time, rather than the third.

Call-window staffing

Volume is matched to the hours your team is actually at their desks, not dumped overnight.

Measurement

Measure what actually matters

Cost per lead is the wrong number to optimize. It rewards the cheapest lead, which is usually the one nobody reaches.

  1. 1

    Cost per contacted lead

    What it costs to reach a human, not to buy a row in a spreadsheet.

  2. 2

    Cost per qualified conversation

    What it costs to speak to someone who fits your product and geography.

  3. 3

    Commitment point

    The moment that matters in your category: an application started, a survey booked, a card taken.

  4. 4

    Cost per acquisition

    The only number your P&L cares about, built from real outcomes.

Compliance is delivered, not bolted on

Consent capture, DNC scrubbing and call-window rules are handled before anything reaches you, in every market we run. When your buyers audit the supply chain, the paperwork is already there.

Ready to Grow Your Insurance Business?

Join thousands of insurance professionals using Truly Insure to get more qualified opportunities and close more sales.

  • No Long-Term Contracts

    Cancel anytime.

  • Secure & Compliant

    Your data is always protected.

  • U.S.-Based Support

    Real people, real help.