β˜… ONE STOP SOLUTION FOR INSURANCE CARRIERS IN USA
Lead Qualification • High-Speed Dialers • Calling Reps • B2B & B2C
πŸ”’ https://pipeline.protechlogix.com/insurance-carriers-usa
Live Dialer & CRM Sync
HOME & AUTO BUNDLE • EXCLUSIVE 1 min ago
Robert & Sarah Jenkins • Homeowners
πŸ“ Dallas, TX • Single Family Home ($520k Value) πŸš— 2 Vehicles (2022 Ford F-150, 2024 Honda CR-V) βœ“ Lead Qualified • TCPA Compliant • Ready for Transfer
Live Transfer → Licensed Carrier Agent Intent Score: 99%
AUTO INSURANCE • HIGH INTENT 5 mins ago
David Vance • Clean Driving Record
πŸ“ Phoenix, AZ • Looking for Full Coverage Switch πŸ“‹ Current Policy Expiring in 14 Days βœ“ Rep Verified • Script Stage Passed
Appt Booked on Agent Calendar Match Score: 97%
MEDICARE ADVANTAGE • PRE-QUALIFIED Just now
Eleanor Patterson • Age 67
πŸ“ Tampa, FL • Medicare Parts A & B Active πŸ’Š Seeking Dental, Vision & Rx Part C Benefits βœ“ CMS & TCPA Compliant Scripting Verified
Direct Routing → Senior Medicare Advisor Intent Score: 98%
HEALTH INSURANCE (ACA / PRIVATE) 7 mins ago
Michael Chang • Self-Employed Family of 3
πŸ“ Atlanta, GA • Comprehensive Major Medical πŸ’° $85k Household Income • No Pre-Existing Exclusions βœ“ Income & Zip Code Qualified
Transferred to Health Producer Match Score: 96%
FINAL EXPENSE • WARM TRANSFER 3 mins ago
Arthur & Linda Coleman • Age 64 & 62
πŸ“ Charlotte, NC • $25,000 Whole Life Policy Each πŸ›‘οΈ Seeking Guaranteed Burial & Estate Protection βœ“ Decision Maker on Line • Bank Info Ready
Live Warm Transfer Initiated Close Probability: High
TERM LIFE • HIGH TICKET 12 mins ago
Gregory Hayes • Business Executive (Age 45)
πŸ“ Chicago, IL • $1.5M 20-Year Term Policy πŸ’Ό Key Person & Family Income Replacement βœ“ Health Profile Screened • Non-Smoker
Appt Set for Senior Broker Match Score: 99%
Trained Calling Reps
45+ Active
Native US English & Spanish
Daily Dials Powered
35,000+
Multi-Line Predictive Dialer
Lead Qualification Rate
98.6%
Custom Underwriting Scripts
Live Calling Session: Rep #14 (James K.) → Qualified B2B Commercial Fleet Lead Transferred to Carrier Desk
Small Ticket (FE / Auto)
300+ / mo
High Velocity Volume
Mid Ticket (Home/Health)
150+ / mo
Bundled Policy Closes
High Ticket (Commercial/IUL)
45+ / mo
Exclusive Executive Appts

One Stop Solution for
Insurance Carriers in USA.

We take care of lead qualification, scripts, dialer systems, calling reps and give you the exact type of prospects you are looking for. Specializing in Home, Auto, Health, Medicare Advantage & Final Expense. B2B & B2C Cold Calling, Appointment Settingβ€”Small Ticket, Mid Ticket, or High Ticket, you name it.

✦ Home Insurance
✦ Auto Insurance
✦ Health Insurance
✦ Medicare Advantage
✦ Final Expense
✦ B2B Cold Calling & Appt Setting
✦ B2C Cold Calling & Appt Setting
✦ Custom Scripts & Lead Qualification
✦ High-Speed Dialer Systems
✦ Small, Mid & High Ticket Scale
✦ Home Insurance
✦ Auto Insurance
✦ Health Insurance
✦ Medicare Advantage
✦ Final Expense
✦ B2B Cold Calling & Appt Setting
✦ B2C Cold Calling & Appt Setting
✦ Custom Scripts & Lead Qualification
✦ High-Speed Dialer Systems
✦ Small, Mid & High Ticket Scale
Hire and train dedicated insurance calling reps
•••
Write high-converting TCPA & CMS compliant scripts
•••
Configure multi-line predictive dialer telephony
•••
Scrub DNC lists & verify lead phone numbers
•••
Qualify Home & Auto policy renewal dates
•••
Screen Medicare Advantage Part C & Supplement eligibility
•••
Set up live warm transfers directly to licensed producers
•••
Build B2B commercial & B2C appointment calendars
•••
Deliver Small, Mid & High Ticket qualified prospects
•••
Hire and train dedicated insurance calling reps
•••
Write high-converting TCPA & CMS compliant scripts
•••
Configure multi-line predictive dialer telephony
•••
Sound Familiar?

Managing Insurance
Calling Teams Shouldn’t
Feel Like a Never-Ending
Check List.

Why aren't these leads picking up?
We need more Medicare Advantage appts
I don't have time to manage calling reps
The dialer system crashed again
Are these scripts TCPA & CMS compliant?
ONE DECISION AND YOU'RE DONE.

We Make Insurance
Prospect Acquisition
Insanely Simple.

Trained calling reps, battle-tested scripts & dialers

Exact prospects you want: Home, Auto, Health, Medicare & FE

B2B and B2C Cold Calling & confirmed calendar appointments

Small Ticket, Mid Ticket & High Ticket custom scaling

100% TCPA & CMS compliant with live warm transfers

ProTechlogix Agency
Our Core Insurance Verticals & Outreach Services

One Stop Solution for
Insurance Carriers in USA.

We take care of lead qualification, scripts, dialer systems, calling reps and give you the exact type of prospects you are looking for across Home, Auto, Health, Medicare Advantage & Final Expense.

01 • CORE VERTICAL

Home & Auto Insurance

Targeted B2C lead qualification and appointment setting for Homeowners, Personal Auto, and Commercial Fleet insurance. Verified property values, policy renewal dates, and driving profiles.

  • Homeowners, Landlord & Property Casualty leads
  • Multi-vehicle & bundled policy discovery
  • TCPA compliant, phone-verified intake
  • Direct live transfer to carrier writing agents
Explore Home & Auto Leads →
02 • HIGH DEMAND

Health & Medicare Advantage

Pre-qualified prospects for Medicare Advantage (Part C), Medicare Supplement (Medigap), and Individual & Family Major Medical health policies. Screened for active coverage and state eligibility.

  • Medicare Advantage & Medigap qualified transfers
  • ACA / Major Medical open enrollment pipelines
  • CMS & TCPA compliant custom calling scripts
  • Instant calendar booking & warm transfer sync
Explore Health & Medicare →
03 • HIGH VOLUME

Final Expense & Life Insurance

High-volume outbound and inbound appointment setting for Final Expense, Whole Life, and Term Life coverage. Screened for age, beneficiary readiness, and payment capacity.

  • Final Expense & simplified issue senior leads
  • Whole Life & Term Life high-intent prospects
  • Empathetic, highly-trained calling representatives
  • Small Ticket & Mid Ticket daily volume scaling
Explore Final Expense →
04 • CALL CENTER OPS

B2B & B2C Cold Calling & Appt Setting

Dedicated calling representatives, custom scripts, objection handling, and enterprise predictive dialers. We engage prospects, qualify intent, and book confirmed appointments directly on your team's calendar.

  • B2B Commercial insurance broker & carrier outreach
  • B2C direct-to-consumer high-volume cold calling
  • 100% recorded calls, scorecards & QA audits
  • Integrated CRM pipeline & calendar synchronization
Explore Cold Calling Services →
05 • TURNKEY ENGINE

Small Ticket, Mid Ticket & High Ticket Pipeline

We take care of the entire acquisition stack: custom underwriting scripts, high-speed multi-line dialer systems, dedicated calling reps, and precision qualification so your agents only speak to closed-ready prospects.

  • Small Ticket: Final Expense & Standard Auto Volume
  • Mid Ticket: Home & Auto Bundles & Health Policies
  • High Ticket: Commercial Lines, Key Person & IUL Appts
  • Custom dialer software & live transfer architecture
Scale Your Carrier Pipeline →

Meet ProTechlogix

All this in a
2 week timeframe!

We build it, we staff it, we handle it. Our bulletproof,
5-step process gives you an engine you can't wait to scale.
In just two weeks.

Custom Designed. No Template
Live in 14 days. No Exceptions
Ops & Copy by Real Specialists
100% Money-Back Guarantee
INITIAL DISCOVERY
MOODBOARD & WIREFRAME
UI DESIGN & FEEDBACK
TECH BUILD, CRM & QA
GO LIVE!
Kickoff 1

One call. You tell us about your business, target audience, call volume, and lead criteria. We take it from there.

We Build 2

Funnels, agent objection scripts, lead criteria, and tech stack. You don't lift a finger. We handle the whole thing.

First Look 3

You see the first draft, call routing, and web funnels. Flag anything. This is also your guarantee checkpoint.

Revisions 4

We apply your feedback in one focused pass. Polished, tested, and ready.

Development & Telephony 5

We turn the setup into a seamless machine that just works. We handle the technical details. You sit back and relax.

Launch 6

Your engine goes live. Calls are answered, verified leads flow, websites convert. The market finally knows you exist.

Transforming Operations Globally Since 2020

Why Trust Us with
Your First Impression?

ProTechlogix is backed by an award-winning growth and operations studio. We’ve worked with everyone from solo insurance producers and scaling service businesses, to enterprises investing $100k+ in multi-channel lead generation and contact center operations.

protechlogix.agency
Custom Web Architecture
PROTECHLOGIX Agency • Done Right.
Identity & Positioning
15x
Prestige Awards Won

Recognition from the international design and marketing community

Active Inbound Queue 99.8% Uptime
2,840Live Calls
48sAvg Response
24/7 Omnichannel Telephony
100+
Custom Sites & Funnels

Each one engineered from scratch for high conversion, zero generic templates

Verified Lead Stream
TCPA βœ“ $1.2M Commercial Annuity Lead
EXCLUSIVE βœ“ Term Life Policy (Dallas, TX)
Pre-Qualified Insurance Flow
10k+
Hours QA-ing & Scaling

We know what drives conversions and closes deals, and what doesn't

🎧
Call in Progress • 03:42
David S. • Inbound Quote
Dedicated Call Reps

Because the Small Guys
Deserve Great Design Too.

Team member Team member Team member Team member Team member Team member Team member
Meet the talented
(and lovely) team!

We created ProTechlogix because we keep seeing incredible small business owners doing outstanding work, but being held back by a website that doesn't do them justice.

When your brand perception matches the quality of what you actually deliver, everything shifts. Your confidence, your pricing, your credibility, and the clients you attract.

Jill Felty ”

They took my site from β€œok” to β€œOMG”

Jill Felty | Felty & Co.
Dan Moore ”

Outstanding quality. Don't even shop around.

Dan Moore | PROCAD Designs
Katrina Miller ”

Getting this right was critical for my business.

Katrina Miller | Evoke HR
Syd Martin ”

Results beyond what I could have imagined.

Syd Martin | Fern & Fellow
Chris Klop ”

If you've had unpleasant experiences in the past, try these guys!

Chris Klop | Kerkhoff Engineering
Jill Felty ”

They took my site from β€œok” to β€œOMG”

Jill Felty | Felty & Co.
Dan Moore ”

Outstanding quality. Don't even shop around.

Dan Moore | PROCAD Designs
Katrina Miller ”

Getting this right was critical for my business.

Katrina Miller | Evoke HR
Syd Martin ”

Results beyond what I could have imagined.

Syd Martin | Fern & Fellow
Chris Klop ”

If you've had unpleasant experiences in the past, try these guys!

Chris Klop | Kerkhoff Engineering
Why Partner With Us?

It's a No-Brainer.
Why Wouldn't You?

Whether you're comparing freelancers, DIY tools, or bloated legacy agencies, ProTechlogix eliminates the delays, uncertainty, and chaos.

Feature Do It Yourself Freelancers Traditional Agency ProTechlogix
Launch Timeline Whenever you find time 4 – 12 Weeks 3 – 6 Months Live in 14 Days
Setup & Retainer Cost Your sanity & lost revenue $4k – $8k upfront each $10k – $30k+ upfront Flat, Predictable Monthly
Unified 5-in-1 Stack Impossible 5 different strangers Subcontracted markups All Under One Roof
Dedicated Account Lead None Rarely Junior intern Senior Operations PM
Money-Back Guarantee No refunds on lost time Zero Locked contracts 100% Money-Back Guarantee
Support & QA Baked In All on you Hourly billing High retainers Fully Included & Managed

Ready for a growth partner that keeps things simple?

JOIN THE PRIORITY LIST →
✦ Verified Growth Partner

One Price. One Plan.

We build it, we staff it, you own it. Everything included.

THE ONE PLAN
$ 699 USD
Per month for 12 months • Flat & Predictable
WHAT'S INCLUDED:
  • βœ” Custom-Built High-Converting Funnel & Site
  • βœ” Full Call Center Operations & Trained Reps
  • βœ” 24/7 Dedicated Customer Care & Live Chat
  • βœ” Verified Qualified Insurance Leads (Life, Health, Auto)
  • βœ” Medicare Supplement & Advantage Pipeline COMING SOON
  • βœ” Multi-Channel Paid Ad Campaigns Managed
  • βœ” One Kickoff Call + Fast Revision Pass
  • βœ” Telephony, CRM & Real-Time Dialer Webhooks
  • βœ” 100% Money-Back Guarantee
+$199 USD p/m
PROTECHLOGIX CARE+ PLAN

Add at checkout. Get instant access to our senior dev & operations team from day one of going live.

  • βœ” Instant access to dedicated senior PM
  • βœ” 24hr response turnaround guarantee
  • βœ” Update scripts, objection handling & funnels
  • βœ” Add new marketing channels & queues
  • βœ” Monthly full pipeline health check & audit
!

At month 12, it's your choice. Take complete ownership of your engine, funnels, and workflows. We'll transfer everything to your team, no questions asked. Or renew for another year and we'll scale and upgrade your entire operations from scratch. Your business will have grown. Your systems should too.

Client Proof

Don't Take Our Word For It.

Real founders and insurance agency owners who scaled with ProTechlogix.

β˜…β˜…β˜…β˜…β˜…

"If you've had unpleasant experiences with agencies and freelancers in the past, try these guys! The insurance leads alone 3x'd our monthly written premium."

Marcus Vance Principal • Vance & Co. Insurance
β˜…β˜…β˜…β˜…β˜…

"They took our customer support and inbound call center from 'chaotic' to world-class. Our CSAT score jumped to 98% and refunds dropped by 60%."

Elena Rostova COO • Apex Mobility Global
β˜…β˜…β˜…β˜…β˜…

"Outstanding quality. Don't even shop around. Having web development, lead generation, and call agents unified under one roof is an operational superpower."

David Chen Managing Partner • Lumina Growth Capital
FAQs

Frequently Asked Questions

Everything you need to know about our services, guarantees, and onboarding.

Have more questions? Let's talk →

ProTechlogix is designed for insurance agents, growing B2B companies, local service businesses, and online brands who want a turnkey growth engine (Call Center, Leads, Web Dev, Support) without managing 5 separate vendors or hiring in-house staff.

All our insurance leads are generated through custom high-intent funnels and pre-screened for eligibility, policy interest, geography, and budget. Leads are 100% TCPA-compliant and delivered in real-time via email, SMS, or direct CRM webhook.

Day 1 is your Kickoff Call. Days 2-8 we configure your telephony, train agents, build web assets, and set up tracking. Days 9-11 you review everything in a live demo. Days 12-13 we make any adjustments. Day 14 we go live!

If you participate in our kickoff and first look review within the first 14 days and are not satisfied with the quality of our setup, we refund 100% of your initial fee. No questions asked.

You can start with any individual service (e.g. only insurance leads or only customer support) and seamlessly add more as your business expands.

GIVING BACK

One Business Scaled, Lives Impacted.

For every client that joins ProTechlogix, a portion of our monthly proceeds is donated directly to hunger relief and clean water charities worldwide. When your business grows, good spreads.

Live Calendar Booking

Schedule a 30-Minute
Strategy Call.

Pick a date and time on our live calendar that works best for you. Let's discuss your carrier lead qualification, battle-tested scripts, predictive dialers, and custom calling team requirements.

βœ“ Free 30-min strategy & pipeline audit
βœ“ Direct consultation with our Senior Growth Director
βœ“ 100% Money-Back Satisfaction Guarantee
βœ“ Live within 14 days of kickoff