Calls and leads
On the call
Agency tier · Outbound + AI Drip-Ins
How it adds up
Agency-tier outbound puts more people on the phone and keeps every callback yours. AI Drip-Ins turn those callbacks into qualified transfers. Walk it from the outbound most agencies buy today to the one you could be running.
01Outbound dialer vendors
A typical vendor dials on shared, out-of-state numbers that carriers flag as spam, so most people never pick up. The lead stays theirs unless the call connects, and when someone calls back, the vendor gets the call. You pay for every dial and keep a fraction of what it creates.
02NextGen outbounds
DNC-scrubbed outbounds with lead details, on a predictive multi-line dialer. A short “hello?” gets through as a person, machines get your voicemail drop, and AI works every call: the lead fills itself in and Carrier Waterfall™ ranks what to pitch.
03On the Agency tier
Every dial goes out from a local number with your agency’s name, on a pool we keep clean. On our own floor, that doubled live pickups, and local calls ran longer. Every lead is yours on the dial, so the people who missed you call your floor back, not a vendor.
04Plus AI Drip-Ins on the callbacks
The callbacks your dialing creates are answered by AI agents, day or night. They ask the qualifying questions, then offer only the callers worth an agent’s time on every desk at once. Your closers spend their minutes closing, and leads you already paid to dial turn into sales without buying another one.
05The result
More volume, a higher contact rate, higher conversion and a lower cost per sale than any comparable outbound option. Not from one trick, but from every layer feeding the next.
Higher volume
Volume isn’t only how many numbers you dial. It’s how many people pick up. Here is what the person you’re calling sees, step by step.
01 · The usual outbound
Most outbound runs on numbers from somewhere else, shared by thousands of dials until carriers flag them. Harold in Tampa sees an Omaha number and “Spam risk”, and lets it ring.
02 · Region-matched
On the Agency tier, every dial comes from a number that matches the region of the lead you’re calling. Calling Tampa? Harold sees an 813 number.
And a local number changes the call after the pickup, too. People answer a number from their own area expecting someone nearby, not a call center, so the first seconds go to listening instead of deciding whether to hang up. On our own floor, local calls were 38% more likely to reach three minutes.
03 · A managed pool
You get a pool of numbers in each region. We check their reputation against every carrier on a schedule. A number that gets flagged is rested, and a new one is set up for you automatically, so every dial goes out on a clean number.
04 · Your name
Caller ID with your agency’s name is set up on every number in your pool, automatically. Harold sees a local number, no warning, and a name he can trust.
Live pickups went from 14.0% to 28.2% of dials once dialing moved to the managed, region-matched pool.
When the caller ID was local to the lead’s state, against non-local calls in the same campaign and the same week.
Conversations over a minute went from 13.8% to 17.2% of connects after the switch. Fewer “not interested” in the first breath.
How we measured: every outbound dial on the NextGen platform from Aug 31 to Oct 21, 2026, leaving out dials that never placed. A pickup is a live person answering. “Local” is caller ID from an area code in the lead’s state. Before and after compares the weeks before and after the managed pool went live on Sep 20, while lead lists also changed. The 3-minute figure compares local and non-local calls inside the same campaign and week, so the list is the same and only the number differs. Your results will vary.
Your number pool
Nobody on your floor has to watch a number, buy a number, or wonder why pickups dropped. The pool does it on its own.
Today
Resting
Illustration · sample numbers
Checked→Flagged→Rested→Replaced automaticallywith your agency’s name already on it
Ownership
They feed you their outbound dials. When those leads call back, the calls go to the vendor. You did the dialing. Someone else gets the callback.
The leads are theirs. So are the calls you generate.
The lead is yours from the dial. So is everything after it.
Plans that hand you a lead only when the call connects keep every unanswered dial for someone else. On the Agency tier, a lead is yours the moment you dial it, answered or not.
Most plans · yours at connectEvery unanswered dial isn’t yours
Agency tier · yours at dialEvery number you call is yours
Your callbacks
Callbacks from your missed outbounds are yours to route however you want. Out of the box, they ring a free agent, and when nobody’s free, they go to everyone.
Harold missed your dial this morning. Now he’s calling back.
Default routing · change it per agency
Upgrade · AI Drip-Ins
The Agency tier unlocks AI Drip-Ins. The callbacks your dialing creates come back to your floor as live transfers, through AI qualification agents that answer first. Scroll through one call.
Pre-qualification
Host as many of our qualification agents as you want, or connect your own AI agents (BYOA). Either way they work your callbacks the same way.
AI agents arm a desk, show their status, and every call they take is recorded and transcribed live.
Age, health, banking and intent, asked before an agent spends a minute.
Qualified callers wait on hold while the transfer pops up on every desk on your floor.
If every AI agent is on a call, the callback routes directly to your floor. Nobody waits.
AI agents keep working when you’re offline, setting up follow-ups so the morning starts with callers who already said yes to a conversation.
Also on the Agency tier
Any call to any of your numbers that doesn’t find an available agent or AI agent goes to voicemail, transcribed, so you never miss a call.
Automated, sequenced lead nurturing: every lead you own follows a timed sequence of touches, so the ones who didn’t pick up today come back around without anyone having to remember.
For newer agents
Newer agents usually start on outbound, where the calls are coldest and the rejection is hardest. That’s where most of them quit. On the Agency tier with AI Drip-Ins, more people pick up, the first seconds are warmer, and some of the callers they get have already said yes to a conversation. They learn on conversations, not voicemails.
Twice the live pickups on our floor* means twice the real conversations to learn on, in the same hours.
A local number with your agency’s name. Local calls were 38% more likely to reach three minutes*. Less rejection to absorb.
AI Drip-Ins hand over callbacks that have answered the age, health, banking and intent questions. The easiest call a new agent will ever get.
Script Walker™ puts your script on the desk, one click per answer, and the right rebuttal shows up when the objection does.
Carrier Waterfall™ ranks the plan to pitch from what the caller said, and the lead and sale form fill themselves in.
Team leads listen, whisper or barge on any live call, and nobody gets a call from a state they can’t write.
The difference for a new agent usually isn’t talent. It’s how many real conversations they get before they give up. *Measured on our own floor. See the method above.
And the whole desk comes with it
Every Agency outbound call lands on the full NextGen desk: the dialer, the AI on the call, and the tools that turn a conversation into a policy on your book.
Lines per agent: one dials like a progressive dialer, higher dials ahead of your free agents, with abandoned calls held under the legal limit and inbound callers always first.
The dialer →A short “hello?” or call screening gets through to your agents.
Your own recorded message on every machine, in one click.
Scrubbed before every dial, timed to the lead’s own time zone.
The plans to pitch, ranked by underwriting and what you earn.
Live transcript, with details and health conditions pulled into the lead.
Your script on the desk, one click per answer.
The sale form fills from the call, and sale detection catches the rest.
Step into any live call on your floor.
Nobody gets a call they can’t write.
A floor check for you, a scorecard for each agent.
Agency tier · Outbound plan
The same DNC-scrubbed outbounds with lead details you get today, dialed from local numbers that carry your agency’s name, on a number pool we keep clean. Every lead you dial, and every call it sends back, belongs to you.
Dialed today
1,284Leads you own
1,284Caller ID
Local · namedThe leads are the same quality: DNC-scrubbed outbounds with lead details. What changes is who picks up and who owns what. Every dial goes out on a local, agency-named number from a pool we keep clean, and every lead you dial and every callback it creates is yours.
Yes, from the moment you dial them, not only when the call connects. An unanswered dial is still your lead to work again.
The callback comes to your floor, never to a vendor. By default it rings an available agent; if everyone is on a call, it pops up on every desk so any agent can take it and end their current call. You can change how callbacks route.
On our own floor, yes. Across 39,694 outbound dials, live pickups doubled (14.0% to 28.2%) after dialing moved to the managed, region-matched pool. Comparing local and non-local caller ID inside the same campaign and week, local calls were 38% more likely to reach three minutes (7.3% vs 5.3%). People treat a number from their own area as a neighbor, not a call center.
Your pool has several numbers per region. Their reputation is checked against every carrier on a schedule, a flagged number is rested, and a new one is set up automatically with your agency’s name already on it.
A handful of pre-qualification questions on age, health, banking and intent. Once a caller qualifies, the AI puts them on hold with music and offers the transfer on every desk on your floor.
That’s who it helps most. Newer agents usually start on outbound. With twice the live pickups on our floor, warmer local calls, and AI Drip-Ins handing over callers who are already qualified, they get far more real conversations to learn on, with Script Walker™, rebuttals, Carrier Waterfall™ and a team lead’s whisper on the desk with them.
Yes. Host any number of our AI agents, or bring your own (BYOA). They arm a desk, show their status, and are recorded and transcribed like any agent.
If all AI agents are on calls, the callback routes straight to your floor. After hours, AI agents keep answering and set up follow-ups for when you’re back.
Twenty minutes on the real desk: a region-matched dial, a callback, and an AI drip-in.
