Your common questions, answered straight

They know AIL and Globe Life. Our team has been working these specific campaigns since 2022. Every setter understands the union benefit model, the five lead types, the common objections at each stage of each call, and the compliance guidelines that apply. We refined our scripts through thousands of actual calls — not from reading training manuals.

Yes, and we ask about this in onboarding. Every AIL district and agency has different expectations around script language, brand mention on the first call, and how appointments are framed. We align to your specific guidelines before any calling begins and will ask to see any written guidance from your manager, IMO, or FMO.

Same day for active plans, provided we receive the batch before 2pm in the relevant time zone. For Will Kit and Child Safety Kit leads we treat speed-to-contact as a critical quality variable. For Globe Life response leads we aim for same-day or next-business-day contact. For Union AD&D leads, timing follows the union roster release schedule.

We follow up with every no-show within 24 hours and attempt to rebook. If the prospect is unavailable after three contact attempts, we flag them in your CRM and return them to the pipeline for future re-engagement. No-show rebooking is included at no additional charge on all monthly plans.

Yes. We have team members trained on the AIL New Zealand market, including its union affiliations, cultural communication expectations, and NZ calling-hour requirements. NZ campaigns require a separate onboarding discussion to confirm calling windows and active union-affiliated leads.

Yes. Canada is one of our active markets, across all provinces — including CLAC, Teamsters Canada, UFCW Canada, and Labourers' International (LIUNA). The structure closely mirrors the US model, but there are provincial differences — particularly in Quebec and British Columbia — that we confirm with you at onboarding.

Yes — this is common. Growth plan clients can run two campaign types simultaneously. We separate AIL union benefit calls from Globe Life follow-up by lead type rather than by day, so the setter isn't switching between two very different call tones within the same window.

No. Monthly plans run on 30-day notice cancellation. There is no annual commitment and no penalty for leaving. We retain clients by producing results, not by contract terms. If you need to pause, we accommodate pauses with 14 days' notice and keep your scripts and setter alignment on file.

We sign a HIPAA Business Associate Agreement (BAA) with every client before handling any prospect or policyholder information. For POS campaigns we apply the strictest data handling: information is accessible only to your assigned setter, stored encrypted, and not retained beyond the active campaign period. All data is permanently deleted on request.

Every client is assigned a primary setter and a briefed backup setter. If your primary is unavailable, the backup continues calling with no gap in service, and you're notified whenever they're covering. We've operated this way since 2022 with no client experiencing a full campaign gap.