AI-powered insurance lead generation services.
From fresh insurance leads to live conversations and pre-closed applications, Call RouteAi provides multiple lead-generation solutions designed around the needs of insurance agents and agencies.
Our technology combines digital marketing, AI automation, lead processing, intelligent routing and CRM systems to create a connected lead-generation experience.
Final Expense
Three opportunity formats supporting different sales processes, from first interest to advanced opportunities.
- Leads
- Live Transfers
- Pre-Closed
Medicare
Structured digital inquiries and live conversations, delivered against your campaign and routing rules.
- Leads
- Live Transfers
Mortgage Protection
Homeowner-focused acquisition built around target markets, geography and configured intent signals.
- High-Intent Leads
AI & Intelligent Routing
Acquisition, qualification, routing and CRM delivery running as one automated workflow.
- Automation
- Routing
- CRM
Leads, live transfers and pre-closed applications.
Call RouteAi provides three Final Expense opportunity formats to support different sales processes — from first interest through to more advanced opportunities.
Explore Final ExpenseFinal Expense Leads
Generate opportunities from potential customers interested in Final Expense insurance solutions. Lead-generation systems are designed to capture relevant information and deliver opportunities through the selected delivery method.
Final Expense Live Transfers
Live transfers connect an agent with a potential customer through a live conversation. When configured for live transfers, opportunities can be routed to the appropriate sales destination.
- Live customer conversations
- Automated routing
- Configurable campaigns
- State-based routing
- Agent-based routing
- Real-time delivery
- CRM tracking
Final Expense Pre-Closed Applications
Opportunities that have progressed beyond the initial lead stage through a defined qualification and information-collection process.
Medicare leads and live transfers.
Medicare-focused lead-generation solutions for insurance professionals — structured digital inquiries and live conversations, delivered against your campaign rules.
Explore MedicareMedicare Leads
Generate Medicare-related opportunities through targeted digital advertising and AI-powered marketing systems. Incoming information can be processed and delivered according to campaign requirements.
Medicare Live Transfers
Connect participating agents with live conversations through automated routing and transfer workflows.
- State
- Agent availability
- Campaign
- Product
- Routing rules
Enrollment-period and year-round planning
Campaigns can be structured around the timing, products and target markets selected by your organization. Specific campaign availability and requirements are confirmed with the Call RouteAi team.
Connect with homeowners looking for protection.
Digital marketing systems are designed to identify homeowners who may be interested in insurance solutions related to protecting mortgage obligations and family financial goals.
Explore Mortgage ProtectionMortgage Protection Leads
High-intent, homeowner-focused lead generation. Campaigns can be designed around target markets, geography and other configured intent signals.
- Digital lead generation
- AI-powered targeting
- Automated processing
- Lead routing
- CRM integration
- Campaign tracking
- Lead management
Built for scale
Whether you are an independent agent or a larger insurance organization, Mortgage Protection campaigns can be structured around your target states and volume requirements.
Powered by AI. Built for insurance lead generation.
AI and automation support the Call RouteAi workflow from acquisition through delivery and management — so complex lead flows don't rely on manual routing.
AI-powered lead acquisition
Digital marketing systems designed to identify and capture relevant insurance opportunities across online channels.
Automated qualification
Automation organizes and processes incoming information according to configured campaign requirements.
Intelligent lead routing
Opportunities routed on the factors that decide where a call should land.
Live transfer automation
When a campaign is configured for live transfers, routing technology connects opportunities with the appropriate sales destination.
CRM and lead management
Centralize lead activity, transfers, applications, follow-ups and reporting through CRM technology.
Reporting and tracking
Campaign performance and delivery activity tracked in one place so you can see what's producing.
- State
- Product
- Agent
- Availability
- Delivery Type
From digital intent to real conversation.
Ready to route more opportunities?
Tell us your target products, states, preferred delivery format and volume requirements. We'll walk you through the campaign structure available for your organization.