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RAI Technologies

More qualified calls for insurance agencies.

Insurance buyers compare quickly and call the agency that answers first. We generate quote calls, screen them before they reach a licensed agent, and run outbound only with the consent the law requires.

Who we work with

  • Health
  • Auto
  • Home
  • Medicare agencies

What holds insurance agencies back

  • Shared, recycled leads

    Purchased leads go to several agencies at once, so agents spend the day chasing people who already bought.

  • Licensed time spent screening

    Licensed agents lose hours on callers who don't qualify for the product or the state.

  • Consent risk on outbound

    Calling or texting consumers without prior express written consent puts the whole agency at risk under the TCPA.

What we do for insurance agencies

What counts as a qualified call

Qualifies when the caller...

  • Lives in a state where you're licensed
  • Is shopping for a product you write
  • Isn't a current policyholder

What drives your cost per call

  • What a customer is worth to you
  • How competitive your area is on Google
  • How strict the rubric is
  • Hours covered and daily caps

Agreed in writing before launch. Read our full qualified-call standard

Numbers we manage to

Every one is on your dashboard, every week.
  • Cost per transfer

    What each screened, warm-transferred call costs.

  • Transfer rate

    Screened callers who meet criteria and reach a licensed agent.

  • Quote-to-bind rate

    Transfers that become written policies, from your agency management system.

  • Answer rate

    Inbound calls answered live, especially during enrollment periods.

Insurance questions.

In most states, unlicensed staff can collect basic information and transfer a call, but can't quote or advise. We write the script with your compliance team so screeners stay on the right side of that line.

Yes, for agencies that follow CMS marketing rules. We build the scripts, disclaimers and consent language with your compliance team before launch.

  • Consent-based outbound to consumers
  • A recording notice where state law requires it
  • Do-not-call scrubbing before every campaign
How we handle compliance

Talk to someone who has run insurance campaigns.

Bring your current cost per call. We'll show you what we'd change first.

No pitch decks. Or call (281) 410-8397, Monday to Friday, 9am to 6pm ET.