Health insurance leads, from campaign to first call.
TECH Sate runs marketing campaigns and a call center for health insurance sales teams. One team handles the campaigns, the calls and the hand-off to your agents.
- Medicare
- ACA plans
- Individual and family
- Employer groups
What we do
Marketing, a call center and a sales team, working together on health insurance campaigns.
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01
Health Insurance Leads
People looking for coverage reach out. We note the plan they want and who they are, then pass the lead to your team.
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02
Campaign Management
Our marketing team builds and runs the campaigns, from the ad to the landing page to the form, and keeps what works.
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03
Call Center and Follow-up
Our call center and sales team contact new enquiries, answer questions and set up the next step.
Choose how leads reach you
Different sales teams work in different ways, so we offer more than one way to hand over a lead.
- Exclusive leads
Yours alone
Each lead goes to one team only, so your agents are not racing other buyers for the same person.
- Live transfers
On the call, right away
Our call center connects the person to your agent while they are on the line, so the conversation starts at once.
- Scheduled callbacks
A time that suits them
We book a time with the person and give your agent the details to prepare before the call.
Coverage we work on
Tell us what your team sells and we will say whether we can help.
Medicare
People approaching or already on Medicare, comparing Advantage, Supplement and Part D plans.
ACA plans
People shopping the Marketplace during open and special enrollment.
Individual and family
People buying coverage for themselves or their household.
Employer groups
Small businesses looking at coverage for their staff.
Health insurance sells in windows
People buy when a window opens, so our campaigns follow the calendar.
- Every year
Open enrollment
The yearly period when most people choose or change a plan.
- Life events
Special enrollment
A move, a new job or a new baby can open a short window to sign up.
- Medicare
Medicare periods
Set windows each year to join, switch or compare Medicare plans.
How we work
- 01
Define
You tell us who to reach: plan type, state and budget.
- 02
Capture
Our marketing team runs the campaigns and collects enquiries.
- 03
Follow up
Our call center contacts each enquiry and checks it is genuine.
- 04
Deliver
Leads reach your sales team, and we adjust campaigns from the results.
Consent and compliance
The people we contact have asked to hear from us, and we keep the records to show it.
- Clear consent wording on every form
- A consent record kept with each lead
- Do-not-call lists checked before calls are made
- Calls matched to the states your agents are licensed in
Rules change, and you remain responsible for how you contact leads. Read our terms for details.
Common questions
More detail is on our services page.
What is a health insurance lead?
A person who has asked for a quote or information about health coverage and shared their contact details so an agent can reach them.
Who contacts the lead first?
Our call center makes first contact, checks the details and passes the lead to your sales team.
How do you handle consent?
People agree to be contacted on the form they fill in, and we keep a record of that consent with each lead.
How do we get started?
Send a message with who you want to reach, in which states and on what budget. We reply by email to talk it through.
Tell us who you want to reach.
Send a message through the form or write to us directly.