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 starting with a conservative call cadence (once a week), leaving voicemails when necessary, 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 product they are seeking.