Insurance shoppers and homeowners, screened for what they need and where they are, then handed to your team on a live line. You pay once the call sticks.
Medicare, final expense, life, health, home health care and ancillary, screened for age, state and coverage.
See insurance lanes → Division 02Plumbing, heating and cooling, roofing, windows, electrical and installs, screened for homeowner, ZIP and project.
See home services lanes →Every transfer follows the same script, so your floor gets consistent calls. These times are from a typical Medicare transfer. Home services runs the same steps.
We confirm the prospect asked to be contacted and check the number before we call.
A screener confirms what the caller needs and where they are. That means age and coverage for insurance, or ZIP, homeownership and project for home services.
The prospect knows who they're about to speak with and why.
The screener introduces the prospect by name to your agent or estimator, then drops.
The transfer bills only after it stays on your line past the duration in your IO.
Every lane is filtered to the products, ages and states your agents are licensed and appointed for. Run one, or cross-sell the household.
Beneficiaries comparing Medicare Advantage, Medicare Supplement and Part D plans, including turning-65 and special enrollment shoppers.
Seniors pricing simplified-issue and guaranteed-acceptance whole life for burial costs.
Families comparing term, whole life, IUL and mortgage protection.
Under-65 individuals and families shopping marketplace and private plans.
Seniors and adult children exploring in-home care and caregiving coverage.
Dental, vision and hearing, hospital indemnity, cancer and critical illness. Strong on its own and as a cross-sell on Medicare and final expense households.
Need a specific carrier's footprint, a Spanish-language lane or a narrow age band? We build a screening script around it.
Every caller is screened for homeownership, ZIP, job type and timing, then handed to your office or estimator. Set your service area, job types and hours.
Homeowners with a leak, a clog or a failing water heater, plus planned repipes, fixture installs and water treatment.
Homeowners whose furnace, AC or heat pump needs a repair, a replacement or a tune-up.
Homeowners pricing roof repairs, storm damage and full replacements.
Homeowners replacing drafty windows, doors and worn siding.
Panel upgrades, rewiring, EV chargers and standby generators.
Bath and kitchen remodels, walk-in tubs, gutters and other installs where a homeowner wants an estimate.
Foundation repair, pest control, solar, pools? Tell us the job and the service area, and we build a screening script around it.
You tell us what you sell, where you work and when your team is staffed. We set it up, manage it every day and adjust it when you ask.
States or service area, age bands or ZIP codes, products or job types, hours by time zone and daily caps. All of it is agreed in your IO and enforced on every transfer.
We match transfer flow to the number of people taking calls, and stop sending when you hit your cap for the day.
Your team gets the prospect's name and the details that matter before saying hello: coverage for insurance, address and project for home services.
A transfer bills only after it stays on your line past the duration in your IO. Short calls are not billed.
Wrong state or service area, out-of-range age, a renter instead of an owner, or a dead line is credited back under your IO.
Every week we send billable rate, handoff time and results by lane, and move volume toward what closes.
Red Oak Marketing was started by people who run phone sales floors. We know what an unscreened, unconsented or already-sold transfer costs a business. Every transfer we send is one we would put on our own floor.
Every prospect opted in, every number is checked before we call, and every call is recorded. If you ever need to see the proof, just ask.
Every prospect opted in before we ever picked up the phone.
We screen out do-not-call numbers before anyone is dialed.
You can hear exactly what the prospect was told.
Pricing is per billable transfer and depends on lane, states and volume. Every program starts with a pilot so you can measure it against your current sources.
Prove it on your own floor before committing to volume.
Steady volume across the lanes you sell.
For call centers, FMOs and multi-location contractors.
On the insurance side, licensed agencies, call centers, FMOs and carriers. On the home side, plumbing, HVAC, roofing and other home service companies. We verify licensing where you buy.
Once it stays connected to your agent past the duration in your insertion order, and only if it matches your filters.
Yes. Each transfer goes to one buyer and is not re-dialed for anyone else.
Yes. Home services callers are screened for homeownership, a ZIP inside your service area, the job they need and when they want it done.
Set concurrency to the number of people you have taking calls. If no one answers, the transfer is not billed and we stop routing until a seat frees up.
Yes. Every transfer is recorded from the first ring, including the screening and the handoff.
Transfers outside your filters, duplicates and dead lines can be returned for credit under the terms in your IO.
Most pilots start within a few business days of a signed IO, once routing to your queue is tested end to end.
Yes. Each lane has its own screen and its own terms in your IO, so you can run insurance and home services side by side.
Neither. Red Oak Marketing is a marketing company. We connect people who asked for help with licensed agents and contractors, who make every recommendation and quote.
Share your lanes, area and team size. We come back with pricing, capacity and a pilot plan.
We'll come back with pricing, capacity and a pilot plan for your lanes. Need us sooner? Email partners@redoak-marketing.com.