The Play

Monitor a list of your TCPA compliant prospects and when you see their in-market activity has change to ‘seen,’ prioritize them in your dialing outreach.


Consider making your initial outreach within the first week of the consumer becoming a prospect. If there is no response or consumer-initiated outreach within the first 2 weeks, consider a final follow up dial and then end the cadence either after a month of no engagement, reduced in-market activity, and/or a consumer funding event.

Content Recommendations

Your call script should have a warm, friendly and informative tone, based on offers and value props related to the policy type the consumer is in-market for. The agent/rep should act more as an advisor to the consumer, providing answers to questions about the policy coverage they are seeking.  The ultimate goal is to either complete the policy process over the phone or walk them through it online.