For Life Insurance Agencies

Let virtual assistants
eat the rejection

Closers close. That's the whole job.

ProspectPro staffs dedicated VAs who dial, take the hang-ups and the nos, and keep going. Your licensed agents only get live transfers and booked Zoom or phone appointments - people who already said yes to the conversation. The grind stays on the setter floor.

Term · Mortgage protection · IUL · Final expense
Licensed advisor meeting a couple at a dining table at dusk
Two Ways to Run the Floor

Dedicated build-out
or live transfer team

Same recruiting, training, and dialer. Different last mile. Both models close on Zoom or the phone - never in the living room.

Best when your licensed agents close on Zoom or the phone. We build the floor and hand it to you. Your company owns it. A manager works directly for you. The only recurring charge is the dialer.

Live Transfer Clock

From pickup
to your licensed agent

This is the live-transfer last mile. The prospect never hangs up. Your agent never walks into a cold callback.

  1. 0:0001

    Connect

    Local presence dial. Agent opens with your agency name, not a lead mill.

  2. 0:4502

    Qualify

    Age, tobacco, coverage need, household, and who else is on the policy.

  3. 1:2003

    Consent

    Prospect agrees to speak with a licensed agent now, or books a Zoom / phone slot.

  4. 1:2804

    Phone handoff

    8-second bridge to the closer's cell. Recap in their ear, then they greet the client and close on the phone.

Products We Set

Built around the policies you actually write

Scripts, rebuttals, and data pulls are product-specific. We do not run a generic 'insurance' list against a term shop.

Term life
Income replacement, 10-30 year terms
Mortgage protection
Homeowners with remaining principal
IUL / accumulation
Higher-income households, cash value
Final expense
Ages 50-85, simplified issue
The Qualification Funnel

12,000 records in
48 closer-ready outcomes out

Every virtual appointment or transfer has already cleared age, household, coverage gap, and a real health conversation. Watch a fresh batch narrow to the people your licensed agents should actually talk to on Zoom or the phone.

  1. 01 · Age and household fit
    25-70, household income and mortgage screened
    12,000
    records
  2. 02 · Decision-maker reached
    Spouse or policy owner on the line
    5,400
    -55%
  3. 03 · Coverage gap confirmed
    Term, mortgage protection, IUL, or final expense
    2,100
    -61%
  4. 04 · Health conversation cleared
    Tobacco, meds, and major conditions in the notes
    980
    -53%
  5. 05 · Consent to Zoom or transfer
    Booked video/phone slot or live warm handoff
    310
    -68%
  6. 06 · Closer-ready outcome
    Virtual appointment or live transfer with full notes
    48
    0.40%
Production Math

What does a staffed floor actually write?

Dial in first-year commission, weekly volume per seat, and close rate. Volume is Zoom/phone appointments or live transfers - same slider, your model. No in-person sits in this funnel.

Projected monthly FYC
$70,200

Based on 39 issued cases / month across 4 dedicated seats. ProspectPro fills the top of the funnel - your licensed agents write the business on Zoom or the phone.

Life Insurance Agencies

Ready to staff a virtual life floor?

Book a strategy call. We'll map your licensed states, pick Zoom/phone appointments or live transfer, and show you how the first seats would run. Virtual sales only.

One-time payment. No monthly retainer. You own the center. The only recurring charge is the dialer.