Action Oriented BPO is a specialized scaling partner for licensed insurance agents. We handle the full lead pipeline from targeted ad campaigns to pre-qualified live transfers so you focus entirely on closing.
Action Oriented BPO is a performance-driven lead generation and sales support company built exclusively for licensed insurance agents. Our operation is structured around one goal: getting qualified, ready-to-buy prospects in front of agents and removing every obstacle between an agent and a closed policy.
We specialize in the final expense, life insurance, and ACA/Marketplace verticals, targeting individuals who have shown active interest in coverage through their online behavior and engagement.
We run the ads, call every lead, and screen for eligibility. By the time a prospect reaches you, the hard work is already done. Your time stays on quoting and closing.
Every transfer has confirmed interest, verified income or health eligibility, and is available to speak right now. These are not cold leads, they asked to be contacted.
Choose Pay Per Call with a quality buffer, or Pay Per Close with zero upfront cost. Either way, you are not paying for bad data or wasted dials.
Our SDR floor handles outreach volume that would take a full internal team to replicate. Add more transfers or leads without adding headcount on your end.
Our SDR office manages the initial stage of the sales pipeline from running Meta ad campaigns to calling, screening, and qualifying every prospect before they ever reach a licensed agent.
Targeted Facebook and Instagram campaigns aimed at high-intent individuals actively searching for final expense, life insurance, or ACA Marketplace coverage.
Warm, pre-screened prospects transferred directly to your phone line. Every transfer has confirmed intent, verified eligibility, and is ready to receive a quote.
Every lead is called within minutes of submission. Trained reps verify interest, intent, health eligibility or income level, and availability before handoff.
Our closers handle rapport building, health screening, carrier selection, quoting, banking info, and complete file prep up to underwriting. You just submit.
Specialized ACA pipeline. We verify income, household size, ZIP code, and subsidy eligibility before transferring pre-qualified prospects to your line.
Daily and weekly performance reports, quality review on every transfer, and a dedicated point of contact to support scaling decisions as your production grows.
Choose the structure that fits your workflow. Whether you want warm live calls or a full pay-per-close setup, Action Oriented BPO has a model built for how you operate.
Action Oriented BPO manages 100% of lead generation, outreach, and qualification. You receive a warm, pre-screened prospect confirmed for interest, intent, and eligibility, and are ready to receive a quote right now.
Packages: 10 transfers (Starter) / 30 transfers (Growth) / 50+ transfers (Volume). Volume discounts applied automatically.
Performance-based partnership. Action Oriented BPO sends qualified prospects and you only pay after a policy successfully closes. No charge if the lead does not convert.
Targeted Facebook and Instagram ads aimed at individuals searching for final expense or life insurance.
Prospects submit info through optimized landing pages and are immediately logged in our CRM.
Trained rep calls within minutes of submission to maximize contact rate and lead freshness.
Rep verifies interest, intent, basic health eligibility, and availability to speak with an agent.
Qualified prospect is live-transferred instantly or assigned as a lead file per the chosen model.
Licensed agent handles quoting, closes the policy, and submits for underwriting. Action Oriented BPO supports throughout.
Action Oriented BPO manages 100% of ACA lead generation, outreach, and eligibility screening. You receive a warm prospect with confirmed income, household size, and enrollment intent. Your only job is to compare plans and close.
Packages: 10 transfers (Starter) / 30 transfers (Growth) / 50+ transfers (Volume).
Performance-based ACA partnership. You only pay after an enrollment is successfully completed. Test volume with zero financial risk upfront.
Targeted ads aimed at individuals actively searching for ACA coverage, subsidies, and Marketplace plans.
Prospects submit info through optimized landing pages and are logged in CRM for instant follow-up.
Trained rep calls within minutes to verify identity, confirm interest, and maximize lead freshness.
Rep verifies income, household size, ZIP code, employment status, and current insurance status.
Qualified prospect is live-transferred to the licensed agent or assigned as a screened lead file.
Licensed agent handles plan comparison, subsidy confirmation, enrollment, and Marketplace submission.
Final Expense / Life Insurance
| Feature | Pay Per Call / Live Transfer | Pay Per Close |
|---|---|---|
| Upfront Cost | Yes, per transfer | None |
| When You Pay | Per qualified call | After successful close |
| Pricing | From $35 | $250 flat per close |
| Who Closes | Licensed Agent | Licensed Agent |
| Agent Time Required | Quote and close only | Full sales process |
| Quality Buffer | 120 seconds | N/A |
| Volume Discounts | 10 / 30 / 50+ | Contact Action Oriented BPO |
| Risk Level | Highest Risk | No Risk |
| Best For | Agents wanting live calls | Testing high volume |
ACA / Marketplace
| Feature | ACA Live Transfer | Pay Per Close A | Pay Per Close B |
|---|---|---|---|
| Upfront Cost | Yes, per transfer | None | None |
| When You Pay | Per qualified call | After enrollment | Commission share |
| Pricing | From $25 | $100 flat per enrollment | Contact Action Oriented BPO |
| Who Enrolls | Licensed Agent | Licensed Agent | Action Oriented BPO + Agent |
| Agent Time Required | Compare and enroll | Full enrollment | Review and submit |
| Quality Buffer | 180 seconds | N/A | N/A |
| Volume Discounts | 10 / 30 / 50+ | Contact Action Oriented BPO | Contact Action Oriented BPO |
| Risk Level | Highest Risk | No Risk | No Risk |
| Best For | Agents wanting live calls | Testing volume | Scaling fast |
We work exclusively with licensed insurance agents who are ready to close consistent volume. If the following describes you, we are a fit.
We work exclusively with licensed agents. Final expense, life insurance, and ACA Marketplace products only.
Our pipeline delivers prospects already screened for income, eligibility, and intent, not raw names from a list.
We handle all outbound calling, ad spend, screening, and appointment setting. Your job starts when the prospect is on the line.
Our campaigns are built and optimized specifically for these verticals. We target the right demographic for subsidized and final expense coverage.
Our model works best when agents are prepared to work leads regularly. We can scale your pipeline to whatever volume you can close.
Choose live transfers at a flat per-call rate, or pay per close with zero upfront cost. Both models are built around your risk tolerance.
Two founders. One goal: build the most reliable insurance lead pipeline in the market.
Oversees the operational architecture of Action Oriented BPO, from SDR infrastructure and transfer quality standards to pipeline strategy and execution. Responsible for how the business delivers.
LinkedInLeads the commercial vision and growth strategy for Action Oriented BPO. Sets direction on market positioning, drives insurance agent partnerships, and owns revenue at the executive level.
LinkedInGetting started takes one email. No lengthy forms, no commitments. Send a quick introduction and we respond within 1 business day with a link to schedule your onboarding call.
We walk you through the model you’ve selected, answer all your questions, confirm your licensing, and align on your volume and start date. No pressure, just clarity.