Process
How LeadSureX works.
From targeting to booked appointments, here's how we help you scale new business.
End-to-end
A five-step operating rhythm.
- 1
Strategy & targeting
Define ideal prospect profile: states, industries, employee sizes, carrier preferences, renewal windows.
- 2
Data & list building
Verified sources — x-dates, 5500 filings, OSHA, DOT, public WC databases, and firmographics.
- 3
Calling & qualification
Trained setters confirm decision-maker, current carrier, renewal date, and interest in alternative quotes.
- 4
Appointment booking
Scheduled date/time in your calendar with structured caller notes and next steps.
- 5
Reporting & optimization
Weekly metrics on calls, appointments, show rates. We refine targeting and scripts continuously.
Compliance & quality
Built into every call.
Compliance isn't an afterthought — it's a core operating standard.
- ✓TCPA and DNC compliance
- ✓Call recording and QA reviews
- ✓Strict data handling policies
- ✓Ongoing training for all callers
Want to see how this works for your agency?
15 minutes on a call. Real answers, no pressure.