Medicare · Final Expense · Pre-Need
Live insurance calls,
routed in real time.
Easy Engage Hub connects consumers who are ready to talk with licensed agents who are ready to sell. It's simple enough for a solo agent and powerful enough to run a whole call floor.
Incoming call · FL · Medicare
Matched in under 5 milliseconds.
Medicare
Advantage, Supplement and Part D callers during AEP, OEP and SEP windows.
Final Expense
Seniors shopping for burial and whole-life coverage, ready to apply today.
Pre-Need
Families planning funeral arrangements ahead of time, matched to licensed specialists.
For independent agents
Stop chasing leads. Start closing calls.
- Live in minutes
- Pick your states, hours and verticals, then flip on and take calls. No dialer, no CRM, no setup fee.
- Pay only for billable calls
- Short calls and dropped connections credit back automatically. No disputes, no waiting.
- Your schedule, your volume
- Set a daily budget and call cap. Go offline anytime with one tap.
- Everything on one screen
- Caller details, notes, outcomes and a built-in Medicare plan compare, right where you work.
For agencies, call centers & publishers
A real exchange, built by operators.
- Real-time exchange
- Bid on every call by state, traffic source and hour. The best match wins in milliseconds.
- Controls that never reset
- Caps, budgets and schedules are explicit. A change to one setting never silently wipes another.
- True margin, not vanity metrics
- See revenue, publisher payout and fees per call, with estimated and actual revenue kept separate.
- Publisher-ready
- RTB ping endpoints, direct numbers, rejection reasons and payout tracking for every traffic partner.
For agency owners & FMOs
Oversight for the whole team, not just one desk.
Agencies and FMOs need more than a phone line. See every agent, every call and every compliance step in one place, and control who gets calls, when, and on what budget.
Agencies
- Team routing
- Calls go to your agents by license, state and availability, with your rules.
- One wallet, per-agent limits
- Fund once, then set budgets and call caps per agent.
- Live floor view
- See who's online, who's on a call, and who's missing calls.
- Recordings & QA
- Review calls, score them, and coach with real examples.
- Production reporting
- Close rate, cost per sale and revenue by agent.
FMOs & IMOs
- Hierarchy oversight
- FMO → agencies → agents, with roll-up reporting at every level.
- Downline call program
- Offer live calls to your agencies and allocate volume and budget.
- Compliance monitoring
- Disclaimers, scope of appointment and recordings tracked across your downline.
- License & certification tracking
- State licenses and AHIP status in one view, with expiry alerts.
- Recruiting engine
- Grow your downline with our licensing course and onboarding funnel.
How a call finds its agent
- 1
Consumer calls
A senior responds to an ad and dials in.
- 2
Ping
Their state, source and consent are checked instantly.
- 3
Match
Eligible buyers are ranked. One bid per buyer, best one wins.
- 4
Connect
The call rings the winning agent live. Billing starts after the qualifying threshold.
Compliance isn't a footnote.
Insurance marketing rules keep tightening. Easy Engage Hub builds consent, licensing and opt-out checks into every single call, so agents and buyers can grow without the risk.
- ✓Express written consent verified on every ping
- ✓Consent certificates stored per call
- ✓DNC and opt-out requests honored platform-wide
- ✓Licensed-state checks before any call is routed
- ✓Full audit log of every configuration change
Your next sale is already dialing.
Get early access in Medicare, Final Expense and Pre-Need.
Join Easy Engage Hub