Predictive Strategies

• Full ownership of call center operations, including agent performance, KPIs, and conversion outcomes • Direct management of lead generation, including vendor selection, budgeting, and performance optimization (CPA, conversion rates) • Oversight of lead flow, routing, and quality to ensure alignment with sales performance • End-to-end agent onboarding, licensing, and readiness for production • Development and enforcement of operational workflows, systems, and accountability structures • Continuous improvement of sales efficiency, agent productivity, and operational execution • Alignment of operations with growth goals and revenue performance

• Speak with individuals who have expressed interest in life insurance coverage • Help clients understand available policy options • Recommend appropriate life insurance solutions based on client needs • Submit accurate applications and follow carrier requirements • Maintain strong close rates and persistency standards • Communicate professionally with clients and internal team members

• Connect with individuals who have requested information about life insurance • Provide clear, compliant guidance on available coverage options • Assist clients through the application and decision process • Deliver a professional, supportive client experience from first conversation through placement

• Support and improve day-to-day agency operations • Help establish and manage carrier relationships and appointments • Oversee agent licensing, onboarding, and compliance processes • Build and improve internal workflows and processes • Track and manage timelines to ensure execution stays on track • Identify and resolve operational gaps or inefficiencies • Work closely with leadership to support overall growth

• Respond to inbound inquiries from individuals exploring life insurance options • Provide clear, compliant guidance on available coverage • Support clients through the application and decision-making process • Maintain a professional, service-oriented approach in all interactions

• Act as the primary point of contact for assigned client accounts, handling daily inbound and outbound calls, video meetings, and email interactions. • Manage direct client communications with a focus on resolving issues and promoting effective product usage. • Drive client satisfaction and retention by providing expert level product guidance, overcoming objections, and ensuring swift resolution of service needs. • Collect and synthesize client feedback, especially related to prompt behavior and AI response quality, and implement approved changes within our proprietary UI tool. • Monitor ongoing usage of AI tools by clients and recommend enhancements to client UI environment while accounting for both company and client needs. • Assist in onboarding new clients and guiding them through our AI platform features and service processes.

• Engage with prospective patients by phone following inbound form based inquiries • Build professional, trust-based relationships through thoughtful conversation • Use active listening and open-ended questions to understand individual goals and concerns • Clearly explain the consultation process and next steps (non-clinical only) • Encourage scheduling of a free, no-obligation office visit • Maintain accurate and timely records of interactions in the CRM system

• Handle inbound calls from warm prospects • Guide clients through simple, compliant coverage options • Close efficiently while delivering a strong customer experience