Lead qualification
Work approved lead sources, confirm basic fit, capture required information, and route qualified opportunities to the right producer.
Dedicated U.S. insurance sales support
More conversations for your licensed producers.
Build a dedicated offshore support team for lead qualification, appointment setting, CRM updates, call QA, and warm transfers—without adding full-time U.S. headcount.
Small pilot. Daily reporting. Scale only when the numbers work.
Sales support
Keep producers focused on selling.
We handle the repetitive pre-sale and operational work around the producer, using your approved scripts, systems, and process.
Appointment setting
Schedule conversations directly into producer calendars and manage confirmations or rescheduling.
Warm transfers
Connect interested prospects with licensed producers in real time based on your transfer criteria.
CRM management
Update dispositions, contact details, notes, next steps, and pipeline status so your producers inherit clean records.
Call QA
Review recordings, score calls against your scripts, surface coaching opportunities, and maintain clear operational reporting.
Back-office support
Handle permitted administrative follow-up, data entry, customer-service tasks, and reporting around the sales process.
Low-risk pilot
Start small. Measure everything.
We recommend validating the workflow with a focused pilot before adding seats.
1
Define the workflow
Agree on lead source, qualification criteria, scripts, call dispositions, transfer rules, CRM, and reporting.
2
Train a dedicated team
We train against your approved process and create a QA checklist before production starts.
3
Run the pilot
Begin with 2–3 representatives and a controlled lead volume.
4
Review the economics
Evaluate contact rate, qualified rate, transfer acceptance, appointments, and downstream acquisition results.
Clear role separation
Support work stays support work.
Our operating model is designed around your agency’s approved process, with regulated insurance activities retained by appropriately licensed U.S. personnel.
AHAD support team
Permitted lead follow-up, basic qualification, scheduling, CRM updates, QA, administrative support, and warm handoffs—subject to your approved scripts, lead sources, and compliance requirements.
Your licensed producers
Insurance advice, plan or policy recommendations, regulated solicitation where licensing is required, quoting, applications, and closing remain with properly licensed U.S. producers.
Specific permissible activities depend on product, state, lead source, consent, and your compliance program. The engagement scope should be approved by your compliance/legal team before launch.
Ready to test it?
Give us a small workflow. We’ll prove whether it deserves to scale.
Tell us what your producers currently spend too much time doing. We’ll propose a measurable pilot around it.