Apex Transfers BPO routes real-time, consent-verified Final Expense prospects straight to your agents' phones — every lead backed by a TrustedForm certificate, so your compliance record is as strong as your pipeline.
Our current campaign is dedicated to Final Expense insurance — from the moment a prospect opts in to the moment your agent picks up the phone, we manage the handoff so nothing falls through.
Warm, real-time handoffs — the prospect is already on the line and ready to talk when your agent picks up.
Screened, consent-documented leads delivered straight into your CRM, formatted the way your team already works.
Every lead ships with a timestamped TrustedForm certificate, so your consent record is audit-ready from day one.
One point of contact who tunes volume, hours, and targeting as your agency's needs change.
Every lead follows the same disciplined path — nothing reaches your agents without being captured, certified, and qualified first.
A prospect opts in through a compliant, clearly-worded consent form.
TrustedForm generates a timestamped consent certificate for that exact submission.
Our team screens the lead against your criteria before it ever reaches your line.
The call routes live to your agent, with the certificate and lead details attached.
TCPA exposure is the biggest risk in insurance lead gen. We built our intake around documentation, not just delivery — so if a lead is ever questioned, you have the record to answer it.
If you don't see your question here, reach out and we'll answer it directly.
Leads opt in through compliant, clearly-worded consent forms specific to our Final Expense campaign. Every submission is timestamped and certified with TrustedForm at the moment of consent.
Yes — live transfers are routed to one agent at a time, not sold to multiple buyers simultaneously.
Transfers happen in real time. Once a prospect is qualified, the call is routed live to your agent — there's no batch delay.
Every lead comes with a TrustedForm certificate capturing the consent event, plus confirmation the number was scrubbed against Federal and state Do-Not-Call registries.
Yes — age range, geography, and health qualifiers can be tuned to match what your agents are licensed and equipped to close.
Our verification process captures permission to follow up if a call drops mid-transfer, so a dropped connection doesn't mean a lost lead.
Reach out with your target market and expected call volume — we'll set up a trial run so your team can evaluate lead quality firsthand.
Tell us your target market and call volume — we'll set up a trial run so you can hear the quality for yourself.