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Insurance Support That Keeps Policies Moving
From ACA enrollment to Medicare assistance, our teams handle the verification, servicing and customer contact work that keeps your book of business growing. Final expense agencies: see our dedicated Final Expense BPO service.
12+
Expert Verifiers
Daily
Pipeline Reporting
100%
Script Adherence QA
Overview
Dedicated Teams for Every Stage of the Policy Lifecycle
Insurance agencies and brokers run on volume and accuracy. Ironclad Tech provides trained agents for enrollment support, lead verification and policy servicing, backed by clear SLAs and daily reporting so you always know where your pipeline stands.
- 01 ACA enrollment and eligibility support
- 02 Medicare enrollment assistance
- 03 Final Expense call support
- 04 Lead verification and quality control
- 05 Customer service and policy servicing
Scope
What's Included
Full pipeline support from first contact through policy servicing.
Lead Verification
Multi-point verification against your qualification criteria before leads reach your licensed agents.
Enrollment Support
ACA and Medicare enrollment assistance, application data capture and follow-up scheduling.
Campaign Calling
Final Expense and outbound campaigns with script adherence monitoring on every shift.
Policy Servicing
Renewal reminders, policy change requests and customer service for existing policyholders.
Compliance Monitoring
Recorded calls, script QA and disclosure verification on every campaign.
Daily Reporting
Contact rates, conversion metrics and pipeline dashboards delivered daily.
How it starts
How an Insurance Engagement Starts
Campaign-ready teams, typically within two weeks.
Campaign Design
We align on scripts, qualification criteria, dialer setup and compliance requirements.
Agent Certification
Agents train and test on your scripts and product knowledge before going live.
Pilot Batch
A controlled first batch validates quality and conversion before full ramp.
Scale & Optimize
Volume increases with weekly performance reviews and script refinement.
Why us
Why Insurance Agencies Partner With Us
Built for high call volume without sacrificing accuracy or compliance.
Questions
Common Questions
Are your agents licensed to sell insurance?
No — and we're transparent about that. Our teams handle pre-sale verification, appointment setting, enrollment support and servicing. Licensed activities stay with your licensed agents; we make sure only qualified, verified prospects reach them.
Do you record calls?
Yes, calls are recorded for quality assurance and compliance review, and recordings can be made available to you as part of the engagement.
Can you work our existing lead lists?
Yes. We can work lists you provide, verify aged leads, or integrate with your existing dialer and CRM setup.
How fast can a campaign launch?
For standard campaigns with existing scripts, agents are typically live within one to two weeks of kickoff.
Get started
Let's Scale Your Insurance Operations
Share your current call volume and goals — we'll put together a team plan within days.