Cold Calling Protocol

Overview and plans

Our cold callers are surplus-funds-trained virtual assistants who call claimants for you, qualify them and transfer live calls to your claims manager. You pay week to week, with no contracts and no onboarding fees.

Every plan includes a surplus-funds-trained VA, live updates in a Google Doc or your CRM, DNC dialing where allowed, live call transfers on potential claims and detailed notes on each call.

How a calling week works

1. Kickoff. You choose a plan and share your lead list, your offer and how you want to track calls: your own dialer or CRM, or a Google Doc.
2. Schedule. Your VA is assigned for the plan’s weekly hours (10, 20 or 40) and starts on the agreed day.
3. Outreach. The VA dials your leads on a manual dialer, explains who you are and why the claimant is being contacted, and qualifies interest.
4. Live transfer. When a claimant is interested, the VA handles the initial questions, collects the best phone number, email and mailing address, and transfers the live call to you as the claims manager.
5. Notes and tracking. Every call is logged with detailed notes in your Google Doc or CRM, so you can see progress at any time.
6. Weekly review. Each week you can raise changes to the list, the script or the hours. Plans are billed week to week, so you can adjust as you grow.

What you provide and what you receive

Compliance, support and what is not included

• DNC: callers follow your DNC rules. DNC dialing is possible only where you instruct it and it is lawful for your business.
• Confidentiality: your lead list and call notes stay with you and your team.
• Support: reach us by email or phone for changes to hours, scripts or lists.
• Not included: lead sourcing and skip tracing (see the Lead Generation and Skip Tracing protocols), contract signing, legal advice, and a guaranteed number of signed claims.