El Jefe
Pre-Close Inbound Calls + AI Admin (NEW)
✅ What’s Included
80+ Monthly Pre-Qualified Live Transfers — Each call comes from verified, intent-based prospects who already completed a pre-closing call with our in-house team.
10+ Data Points per Lead — Receive complete client profiles including banking verification, age, home address, policy interest, amount requested, medications, and health conditions before every transfer.
Direct to Your Phone — All live transfers ring straight to your personal phone or dialer of choice for real-time connection.
Slack + SMS Integration — Every transfer instantly posts to your private Slack channel and sends an SMS summary with client data for rapid completion and follow-up.
⚙️ How It Works
Step 1: Our internal, American English speaking call center pre-screens and warms up final expense prospects through compliant, intent-based campaigns.
Step 2: Once verified and ready, the call is live-transferred directly to your chosen number within seconds. We adapt to YOUR time window requests.
Step 3: You receive instant notifications (Slack + SMS) containing all client data points and call details.
Step 4: You close the deal—our average agents convert approximately 80% of all transfers into policies.
📌 Important FAQs
Q: How fast do the calls start coming in?
Typically within 48 hours of activation, once your onboarding is complete. Calls run Mondays through Fridays only.
Q: Are these leads exclusive?
Yes. Each call and data set is delivered exclusively to you—never resold or shared.
Q: Can I use my own CRM or dialer?
Absolutely. We integrate with most CRMs or simply route directly to your phone line.
Q: What happens if a call is unqualified?
Any call not meeting our qualification standards is replaced, maintaining your 80-call minimum floor.
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