INSURANCE
Pay only for insurance calls that can actually convert.
CallGrid screens out litigators and out of state callers, verifies the rest, and routes qualified Medicare, ACA, and Final Expense calls to the buyer who pays the most.
Trusted by enterprise call buyers and sellers. Uptime live on status.callgrid.com.
| Time | Screening | Status |
|---|---|---|
| 2:27:43 PM | Clear | Completed |
| 2:26:58 PM | Litigator flag | Rejected |
| 2:23:16 PM | Out of state | Rejected |
| Destination | RPC | Status |
|---|---|---|
| Meridian Media | $58.40 | Won |
| Vantage Media | $52.75 | Outbid |
| Apex Reach | $49.00 | Outbid |
CallGrid verifies and screens, then routes the qualified caller to the buyer who pays the most.
THE STAKES
Insurance calls are expensive, heavily regulated, and seasonal. A wrong state, wrong age, ineligible, or litigator caller is pure wasted spend. In a vertical this competitive, paying for unqualified calls is the fastest way to lose money.
Volume spikes at enrollment, margins are thin, and one TCPA mistake is costly. Quality is not a report you read after the call. It is a decision made before the call ever connects. CallGrid makes that decision for you, on every inbound insurance call.
VERIFY AND SCREEN BEFORE YOU CONNECT
Turn every insurance call into tags you can act on.
CallGrid enriches each inbound call and turns it into tags you can screen, route, bill, and report on, before it connects. Flag and suppress TCPA litigators, suppress out of state callers, and verify age and eligibility, so you only talk to callers who can convert.
Suppress TCPA litigators
Known litigators are flagged and suppressed before connect, so a costly risk never reaches your agents.
Suppress out of state
Derived state lets you suppress callers outside your licensed footprint automatically, so you never pay to talk to someone you cannot write.
Verify age and eligibility
Confirm a caller fits the program, like 65 plus and dual-eligible for Medicare, so the conversation starts already qualified.
Validity and telephony
Is the number real, and what is it. Includes the litigator flag.
Identity
Who the caller is, including the age that decides the program.
Deeper attributes
The detail that decides fit, where permitted.
YOUR WORKING SURFACE
This is what you see, call by call.
Enrichment tags, screening verdicts, bids, and dispositions, all on one screen. Every value is color coded the way the app shows it.
| Time | Status | Program | Duration |
|---|---|---|---|
| 2:27:43 PM | Completed | Medicare | 00:05:47 |
| 2:26:58 PM | Rejected | Medicare | 00:00:00 |
| 2:25:21 PM | Completed | ACA | 00:04:23 |
| 2:23:16 PM | Rejected | Medicare | 00:00:00 |
| 2:21:49 PM | Completed | Final Expense | 00:06:58 |
Known litigators are flagged and suppressed before connect, so a costly risk never reaches your agents.
Confirm a caller fits the program, like 65 plus and dual-eligible for Medicare, so the conversation starts already qualified.
| Destination | Criteria | RPC | Status |
|---|---|---|---|
| Meridian Media | FL, GA, TX, 65 plus, Dual-eligible | $58.40 | Won |
| Vantage Media | FL, GA, 65 plus | $52.75 | Outbid |
| Apex Reach | FL, 65 plus | $49.00 | Outbid |
The highest RPC takes the call.
ROUTE BY PROGRAM
Every program, routed to the buyer who pays the most.
Medicare, ACA, and Final Expense each have their own criteria, buyers, and bids. Verify what matters, screen the rest, and route the qualified caller to the highest-paying matching buyer.
Verify 65 plus and dual-eligibility.
Confirm the caller is 65 plus and dual-eligible, suppress out of state, and route the verified caller to the Medicare buyer who pays the most. This is where peak enrollment volume hits hardest, and CallGrid holds up.
| Destination | RPC | Status |
|---|---|---|
| Meridian Media | $58.40 | Won |
REAL-TIME BIDDING
Win the high-value call in real time.
High-value insurance calls deserve a live auction. Set your criteria and your bid and win exactly the calls that fit, with the highest RPC taking the call the instant it arrives.
You set the rules. Target state, verified age, eligibility, and the programs you buy.
The auction runs in the moment. Only matching insurance calls trigger your bid.
Highest RPC wins. You never overpay for a call that does not fit.
| Destination | RPC | Status |
|---|---|---|
| Meridian Media | $58.40 | Won |
| Vantage Media | $52.75 | Outbid |
| Apex Reach | $49.00 | Outbid |
Highest RPC won. FL, 67, dual-eligible.
AI VOICE AGENT
Qualify insurance callers in conversation.
An AI voice agent can answer and qualify insurance callers in natural conversation, capture their answers as tags, and warm-transfer to the right buyer. Industry starting points include Medicare and Final Expense.
Hi there, thanks for calling. I just have a couple quick questions so I can get you to the right team fast.
Sure, go ahead.
Great. Are you currently on both Medicare and Medicaid?
RESILIENCE
An expensive insurance call should never hit the floor.
Call Failover, Call Recovery, and Circuit Breaker keep paid calls connecting, especially under peak enrollment load. A dropped call is lost money. CallGrid catches it.
Call Failover
If a buyer cannot take the call, it reroutes instantly to the next one that can, so the caller stays connected.
Call Recovery
When something slips, CallGrid recovers the call instead of letting it disappear, so a hiccup never becomes a loss.
Circuit Breaker™
If an upstream path is failing, CallGrid trips it out of rotation automatically, so bad routes never cost you live calls.
BUILT FOR TRUST
Insurance buyers care about posture. So do we.
CallGrid has HIPAA, SOC 2, and ISO 27001 all in progress, with a documented policy library and uptime published live.
HIPAA
HIPAA in progress across our handling of protected information.
ISO 27001
ISO 27001 is in progress, building on our existing controls.
Policy library
A documented policy library you can review in the trust center.
Uptime
Uptime published live, so you can check status any time.
"CallGrid isn't just another tool, it's built by people who genuinely get performance marketing. Their real edge isn't just tech, it's understanding our needs before we ask. Plus, they've got the results, this is THE team to back your growth."
WHERE IT FITS
The whole insurance call journey, connected.
Enrichment screens the caller, Real-Time Bidding wins the ones that fit, Routing puts them in front of the right buyer, and Reporting shows you what happened on every call.
Call Tracking and Enrichment
Capture every call and its tags at the source.
Explore Call TrackingReal-Time Bidding
Win the calls that fit, the instant they arrive.
Explore RTBCall Routing
Put every call in front of the right buyer.
Explore RoutingAI Voice Agent
Qualify callers in conversation, then transfer.
Explore AI Voice AgentFAQ
Insurance calls, answered
CallGrid screens every inbound insurance call with real-time enrichment before it connects, so callers who do not fit are flagged and suppressed up front. You set the criteria, including state, line type, verified age, and eligibility, and only qualified callers reach a buyer. Because you pay for verified, qualified conversations, your spend tracks the calls that can actually convert.
Yes. CallGrid flags TCPA litigators and suppresses them before connect, and suppresses out of state callers based on derived state, so neither reaches your agents. You decide the rules per campaign and CallGrid enforces them on every inbound insurance call.
Yes. CallGrid verifies attributes like age and eligibility through enrichment and turns them into tags, so a Medicare caller can be confirmed 65 plus and dual-eligible, or a Final Expense caller confirmed in the right age band, before the call is routed. The conversation starts already qualified, and the verified caller goes to the buyer who values them most.
Peak enrollment is exactly when an insurance call cannot be allowed to drop. Call Failover, Call Recovery, and Circuit Breaker keep paid calls connecting under heavy load, rerouting and recovering instead of dropping, so a surge in volume does not turn into lost calls or wasted spend.
CallGrid has HIPAA, SOC 2, and ISO 27001 all in progress. We maintain a documented policy library and publish uptime live on our status page. You can review the current posture in the CallGrid trust center.
Yes. You run Medicare, ACA and U65, Final Expense, auto, and home from one CallGrid account, each with its own criteria, buyers, and bids. Enrichment, screening, routing, and reporting work the same way across every program, so you manage all of your insurance call buying in one place.
Pay only for insurance calls that convert.
Verified, qualified callers, routed to the buyer who pays the most, holding up through peak enrollment.
CapacityGuard, PingGuard, BidGuard, Turbo Routing, and Circuit Breaker are trademarks of CallGrid, Inc.