Industry Education

What Is a Qualified Insurance Call? A Definition for Agency Principals

The word qualified means different things to different vendors. Here is a precise definition that agency principals can use to evaluate any inbound call program.

The word qualified is one of the most abused terms in insurance lead generation. Every vendor claims their leads are qualified. Most of them mean something different by it. A qualified insurance call must meet two baseline criteria: the prospect must have intent to purchase and the prospect must be eligible to purchase. BindHouse defines a qualified call using six specific criteria: active shopping intent minimum call duration of 60 seconds no prior contact with your agency no duplicate within the same calendar month answered within 60 seconds and not a known fraudulent or test lead. A guarantee without a precise definition is not a guarantee it is a marketing claim. Every BindHouse call is recorded dispositioned and available for review.

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