LEAD GENERATION SERVICES
Lead Generation Services Built Around Your Qualification Rules
Every Orbix campaign starts from your checklist, not ours. Below is exactly what we qualify, what you receive, and who each service is built for.
01 / FINAL EXPENSE
Final Expense Live Transfers That Actually Pick Up
Stop buying dead leads. Our agents dial age-targeted data, ages 55 to 85, filter income, and transfer only interested prospects who confirm they are looking for burial insurance coverage for $5k to $25k. Your closers talk only to people who already said yes to a live conversation about final expense cover.
Looking for final expense leads that convert into conversations? Our final expense live transfers are qualified on age, income, existing cover, and decision maker status before your team ever hears a ring.
What We Qualify
- Age 55 to 85
- US Citizen
- Monthly income confirmed
- No current final expense policy
- Decision maker
- Agrees to a live transfer
Deliverables
- Live transfer
- Warm transfer recording
- Name, date of birth, address, and beneficiary information
- Daily disposition report
Best for: Final expense agents, agencies, and call centres that want live burial insurance conversations.
Discuss Final Expense →02 / MEDICARE
Medicare Advantage and Supplement Leads, AEP Ready
Our Medicare team is AEP and OEP trained. We target Turning 65, Medicare Advantage, Medicare Supplement, and Part D prospects. We never mislead on benefits; every conversation follows a 100% CMS compliant script.
For agencies that need Medicare leads during AEP, OEP, and year-round Turning 65 campaigns, Orbix qualifies interest and eligibility basics first, then hands the prospect to your licensed team.
What We Qualify
- Turning 65 or currently on Medicare, based on campaign rules
- Interest in Medicare Advantage, Supplement, or Part D
- Current coverage status confirmed
- Service area and ZIP confirmed against licensed states
- Decision maker
- Agrees to speak with a licensed agent
Deliverables
- Live transfer or booked appointment
- Call recording for every handoff
- Name, date of birth, ZIP, and current coverage notes
- Daily disposition report
Best for: Medicare Advantage, Medicare Supplement, and Final Expense cross-sell campaigns.
Discuss Medicare →03 / SOLAR
Solar Appointments With Real Homeowners, Not Renters
High electric bill plus homeowner plus single family home, that is our filter. We set qualified solar appointments in your target states, with utility bill and roof shade pre-qualified, so your reps visit homes that can actually buy.
Solar companies and installers use Orbix solar appointments to keep reps in front of qualified homeowners, with the electric bill, credit, utility, and roof checks done before the visit is booked.
What We Qualify
- Homeowner, single family home
- Electric bill $100 or more
- Credit 650 or more
- Utility provider confirmed
- Roof condition and shade pre-qualified
- State eligibility in target states
Deliverables
- Calendar appointment booked in your calendar
- Homeowner confirmed
- Bill snapshot, where shared during qualification
- Appointment details and daily disposition report
Best for: Solar installers, solar sales companies, and home improvement teams selling residential solar.
Discuss Solar →04 / AUTO INSURANCE
Auto Insurance Live Transfers, Drivers Ready to Switch
We target drivers whose policy expires in 30 days. High intent, not shared internet leads. We filter by DUI, SR-22, and full coverage needs, so your agents quote drivers who are actively ready to move for a better rate.
Auto insurance live transfers work when timing is right. Orbix qualifies by expiry date, vehicle, driving record, and willingness to switch, then transfers the driver live to your team.
What We Qualify
- Current insurance status and expiry date
- Vehicle year and make
- Driving record, including campaign DUI and SR-22 filters
- Homeowner discount eligibility
- ZIP code
- Willingness to switch for a better rate
Deliverables
- Live transfer
- Call recording for every transfer
- Name, ZIP, vehicle year and make, current insurer, and expiry date
- Daily disposition report
Best for: Auto insurance agencies and carriers that want high-intent driver conversations timed to renewal.
Discuss Auto Insurance →READY TO ORBIT YOUR SALES?
Not Sure Which Vertical to Start With?
Start with the vertical where your closers have capacity. Tell us your states and workflow, and we will confirm fit and capacity.
Talk to Orbix BPO →