Reach the right audience
Define the market, geography, offer, contact permissions, and qualification criteria before the campaign starts.
LET’S TALK+1 817-717-9721NexBee supports approved outreach, lead qualification, appointment setting and live-transfer workflows. Define the audience, contact permissions, scripts and handoff criteria before a campaign starts so your sales team knows what to expect from each lead.
Industry-trained professionals · Your campaign goals · Clear qualification standards
Disconnected ads, unanswered inquiries, and poorly documented handoffs waste opportunities. We connect campaign activity with human conversations and a clear sales process.
Define the market, geography, offer, contact permissions, and qualification criteria before the campaign starts.
Industry-trained professionals use your approved messaging to listen, identify interest, and handle the next step with care.
Track source, contact attempts, qualification, appointments, transfers, and reported sales outcomes in the agreed CRM.
We choose the channels that fit your audience and offer. Your campaign can combine lead acquisition with prompt qualification and follow-up.
Permitted B2B or consumer outreach, inquiry callbacks, qualification, appointment setting, and approved follow-up. Medicare uses a separate, permission-based contact workflow.
Campaign landing pages, quote requests, contact forms, booking forms, and website chat. Capture the source and required permissions, then route inquiries into your pipeline.
Paid social lead forms, landing-page campaigns, organic content, and incoming messages. Qualify relevant inquiries and hand interested prospects to your sales process.
Search advertising, SEO-focused content, and call-focused campaigns can connect your offer with people actively looking for a solution. Media and content work are scoped to your goals.
Targeted business research, relevant email sequences, and approved professional-network outreach. Follow platform rules, contact preferences, and opt-out requirements.
Follow up on eligible unfinished inquiries, missed appointments, and older opportunities. Recheck contact permission and current interest before restarting a conversation.
Coordinate approved referral programs, partner introductions, webinar inquiries, and event follow-up. A referral alone does not establish permission for every type of contact.
Where permitted, refine audiences, creatives, landing pages, and follow-up based on campaign results. Review lead quality and downstream outcomes alongside acquisition costs.
Advertising spend, content production, data sources, software, and sales staffing are defined separately in your proposal. We agree source ownership, exclusivity, and permitted data sharing before launch.
NexBee uses consent-documented lead data and an approved calling process to help turn interest into qualified conversations. Our telemarketing team reviews the source, contact permissions, and campaign fit before following up, screening an inquiry, or arranging a live transfer.
A supplier label alone is not enough. We review whether the records support the intended seller, purpose, and contact method. Compliance also depends on how calls are placed, applicable do-not-call restrictions, opt-outs, and campaign-specific requirements. Data and calling procedures are reviewed together before launch.
Work with agreed client-provided inquiries, campaign forms, and approved lead sources. Review the original form or source, consent language, capture date, and available supporting records.
Check the intended business, product, channel, and calling technology against the documented permission. Apply applicable do-not-call and internal suppression checks, including recorded opt-outs.
Industry-trained agents identify the business, follow approved scripts and calling windows, confirm interest, and ask the agreed qualification questions. Contact preferences are recorded and respected.
Arrange a callback, book an appointment, or introduce a willing prospect to an available licensed agent. Record the outcome, source details, and relevant notes in the approved CRM.
We follow up on final expense inquiries using lead records approved for the planned contact. Agents confirm interest, check campaign criteria using approved questions, and schedule appointments or live transfers. Licensed producers handle insurance advice, quotes, recommendations, and policy sales.
Our Medicare calling workflow starts with an inbound inquiry or another permitted basis for contact. We check the relevant permission before callbacks, capture non-advisory information, and arrange the approved licensed-agent handoff. A purchased list or TCPA consent record alone does not authorize Medicare Advantage or Part D cold calling.
Each accepted opportunity follows the agreed delivery standard: contact details, campaign interest, approved qualification notes, source information, relevant permission records, and the next action. We track contact attempts, interested responses, appointments, transfers, and opt-outs so you can assess quality as well as activity.
Plan my telemarketing campaign ↗Support your agency from the first inquiry through qualification, live transfer, and the licensed sales process. Each campaign has its own scripts, permissions, and handoff rules.
Help interested consumers reach the right insurance professional. NexBee coordinates lead acquisition, permitted follow-up, and a warm introduction that gives the receiving agent useful context.
Policy recommendations, quotes, solicitation, and closing belong with appropriately licensed and authorized agents. We confirm the sales team and permitted roles before launch.
Build a consent-led journey from an approved inquiry to a licensed-agent conversation. We help organize campaign intake, follow-ups, appointments, and administrative enrollment handoffs.
No unsolicited Medicare Advantage or Part D sales calls, texts, or social DMs. Plan advice and enrollment require the appropriate licensed, appointed, trained, and authorized agents. Required disclosures, records, and appointment rules are built into the agreed process.
Final expense and Medicare are separate campaigns. We do not use Medicare conversations as a shortcut to market unrelated insurance products. Insurance lead generation and full closing support are subject to campaign approval, applicable requirements, and verified sales responsibilities.
Keep your existing closers or discuss a broader sales-support workflow. Define the delivery standard before the first lead arrives.
Receive inquiries that meet your agreed criteria, with source details and a clear next action.
Connect interested prospects with an available, appropriate representative.
Move from discovery to follow-up, closing, and onboarding within your approved sales model.
Choose a campaign aligned with your offer, service area, and available sales team. We tailor the sourcing, qualification questions, and delivery process.
Interest screening, appointment coordination, and transfers to licensed life insurance producers.
Approved inquiry handling, permitted follow-up, and handoffs to authorized health insurance agents.
Quote-request capture, renewal inquiry follow-up, and connection to the appropriate licensed producer.
B2B prospect research, decision-maker conversations, and consultations with authorized specialists.
Buyer and seller inquiry follow-up, property consultation bookings, and handoffs to licensed real estate professionals.
Interested-homeowner screening, service-area checks, consultation booking, and proposal follow-up.
Estimate requests for roofing, windows, remodeling, and restoration, with appointment and quote follow-up.
New-customer inquiries, service bookings, eligible maintenance reminders, and local service campaign support.
Target-account outreach, needs qualification, demos, trial follow-up, and sales meeting scheduling.
B2B consultations for marketing, staffing, accounting, and other service firms, with structured proposal follow-up.
Vehicle inquiries, test-drive appointments, service requests, and approved purchase follow-up.
Booking inquiries, group-sales leads, membership conversations, and agreed renewal or reactivation outreach.
Have another campaign? Tell us about your offer. We assess suitability, permissions, skills, and available capacity before confirming delivery. Lead volumes and sales outcomes vary; they are not guaranteed for every campaign.
We agree what counts as a qualified lead, an accepted transfer, a booked appointment, and a reported sale. Your team gets visibility into the steps between first interest and final outcome.
Define my campaign goals ↗Record where the inquiry came from and the permissions needed for the planned contact.
Use approved questions to confirm relevant interest and fit without drifting into unlicensed advice.
Match transfers and appointments to your team’s operating hours and capacity.
Track contact rate, accepted leads, appointments, transfers, complaints, opt-outs, and reported sales where available.
We match professionals to the needs of the campaign and train them on your audience, products, systems, scripts, qualification criteria, and escalation process. Experience, role requirements, and any required credentials are reviewed before assignment.
Define your offer, audience, territories, channels, budget, and desired handoff.
Confirm sources, permissions, scripts, qualification, licensed roles, and reporting.
Prepare access, rehearse conversations, and start with the agreed campaign scope.
Review lead quality and sales feedback, then adjust targeting and follow-through.
Campaign planning includes applicable consent and do-not-call checks, approved contact windows, opt-out handling, secure records, and brand-approved messages. Medicare has its own contact, marketing, and licensed-agent requirements. Receiving a lead does not automatically grant permission for every channel or product.
Understand sourcing, qualification, live transfers, and the path to closing.
We build a channel mix around your market and offer. Campaigns can use permitted telemarketing, web forms and landing pages, paid social, search advertising, B2B email, professional networking, referrals, event follow-up, and reactivation of eligible existing leads. We define the lead source, contact permissions, qualification criteria, and delivery method before launch.
Yes. We can scope final expense lead generation, permitted inquiry follow-up, approved screening, appointment setting, and warm live transfers to the appropriate licensed insurance agent. The campaign defines states, consent requirements, agent availability, qualification questions, and acceptance rules.
Medicare support centers on approved inbound inquiries and follow-up where contact is permitted. We capture the required permission records, use approved non-advisory screening, and coordinate appointments or transfers to authorized licensed agents. We do not offer unsolicited Medicare Advantage or Part D sales cold calling, unsolicited texts, or unsolicited social direct messages.
For non-regulated offers, full-cycle sales can be scoped from discovery and approved objection handling through proposal follow-up, closing, and onboarding. Insurance solicitation, recommendations, sales, and enrollment must be handled by appropriately licensed, appointed, and authorized agents with required training. The responsible licensed party and permitted activities are confirmed before an insurance closing workflow is offered.
Yes. We can scope landing pages, lead forms, paid search and social campaign support, message handling, and human follow-up. Inquiries are recorded in your CRM with source information and consent records where required. Ad spend, media management, tools, and outreach staffing are clearly separated in the proposal.
You define the acceptance criteria before launch. These can include campaign interest, permitted contact, geography, accurate contact information, approved screening, and a willing prospect connected to an available receiving agent. Lead acceptance, duplicate rules, unsuccessful connections, and any replacement terms are agreed in writing.
Yes. Campaigns can include real estate inquiry follow-up, property appointments, solar and roofing consultations, HVAC and home improvement estimates, SaaS demos, professional service consultations, and other suitable offers. Licensed advice and negotiations stay with appropriately authorized professionals.
We can discuss client-provided leads, newly generated inquiries, or approved third-party sources. Ownership, source transparency, exclusivity, reuse, data-sharing permissions, and any supplier terms are defined in the campaign agreement. Leads are not described as exclusive unless that arrangement is confirmed.
No fixed lead volume, conversion rate, or sales result is guaranteed. Results depend on budget, market, offer, contact permissions, lead quality, agent availability, and follow-through. We agree realistic targets and review outcomes during the campaign.
Campaign setup includes source review, required consent records, applicable do-not-call checks, approved calling windows, opt-out handling, scripts, and escalation rules. Medicare and other regulated campaigns receive a separate scope review. A contact appearing in a database or public profile does not automatically authorize every type of outreach.
Pricing depends on sourcing channels, campaign complexity, required expertise, staffing, coverage, qualification standards, and the delivery model. We separate service fees from advertising spend, data, software, and any other agreed costs. Request a proposal for leads, appointments, live transfers, or sales support.
Share your offer, audience, target markets, lead sources, required permissions, preferred channels, CRM, receiving-agent availability, and desired handoff. For insurance campaigns, we also confirm licensing and appointment responsibilities, required training, approved scripts, and the sales or enrollment process.
We use consent-documented lead records and review their suitability for the intended campaign. Our process considers the source, permission language, capture records, seller, product, contact method, applicable do-not-call restrictions, and opt-outs. A data vendor’s compliance label does not by itself establish that a particular call is permitted.
A TCPA consent record alone does not override Medicare marketing restrictions. Medicare Advantage and Part D outreach follows its own contact rules. NexBee’s Medicare workflow focuses on inbound inquiries, requested callbacks, and other permitted contact, with the appropriate licensed-agent handoff.
Tell us about your telemarketing, lead generation, and sales campaign needs. Share the work you want to delegate, your preferred coverage, and the outcomes that matter to your business.
Bring your recent workload, required coverage hours, current tools and the decisions your team needs to retain. Use this guide to turn those details into a clear starting scope.
Insurance Virtual Assistant: Tasks and First-Week Checklist ↗