1. Get a real person-to-person generated lead instead of (potentially illegal) robotic avatar leads offered by some vendors. Start off your client relationships on an honest note.
  2. Conducting interviews to find qualified callers

  3. Vetting job applicants and checking backgrounds

  4. HR paperwork and other administrative duties

  5. Researching CRMs and dialing software

  6. Creating a telemarketing script

  7. Training agents on fundamentals of insurance

  8. Comparing data vendors’ pricing and quality

  9. Purchasing data lists, CRMs, and dialing solutions

  10. Customizing software settings and messaging

  11. Managing telemarketers’ performance

  12. Firing telemarketers and repeating the process again