Live Transfer (No Sales) Campaign For USA/Canada

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Project Overview

Campaign Type:

Live Transfer – Outbound Lead Generation


  • Duration: 35 Months
  • Objective:Connect with senior citizens in the USA to determine eligibility for FREE healthcare benefits and transfer qualified leads to the verification department.

Call Center Responsibilities

The call center must employ agents capable of

  • Communicating effectively with senior citizens in the USA.
  • Informing them about FREE healthcare and financial aid programs.
  • Asking eligibility questions and obtaining consent for live transfers.

Products to be Pitched

  • FREE healthcare programs.
  • FREE financial aid programs for senior citizens.

Agent Duties and Responsibilities

  • Conduct outbound calls to senior citizens in the USA.
  • Ask pre-defined eligibility questions.
  • Record customer responses and call history.
  • Address customer inquiries and provide relevant information.
  • Secure customer consent for participation in the program.
  • Transfer qualified leads to the verification team.

Agents will require

Agents will require

  • Software
  • CRM platforms like Salesforce or HubSpot
  • Predictive dialers
  • Voicemail automation solutions
  • Microsoft Office Suite (Word, Excel, PowerPoint)

Hardware

  • Minimum 4 GHz Intel Core 2 Duo processor
  • 2 GB RAM or higher
  • 500 GB HDD
  • 15-inch or larger Super VGA monitors with a resolution of 1024 x 768
  • High-quality headsets

Connectivity

  • Reliable internet with HTTP(s) access to TPx Services Platform

Client Overview

The client specializes in providing Medicare and healthcare benefits for senior citizens in the USA and Canada, focusing on making essential healthcare accessible to the elderly.


Payout Structure

  • Fixed Payout.
  • $1,200 to $2,000 per seat per month
  • Performance-Based Hourly Payout:After three months of consistent service with excellent CSAT scores, centers may shift to an hourly payout model.

    Payment Frequency:Weekly payouts with a one-week buffer. Payments are made to designated accounts upon invoicing to Business Drive.

Infrastructure Requirements

Capacity:Minimum 20 seats in a well-maintained facility

Operating System:Windows, Mac OS X, or Citrix


Software Requirements

  • Microsoft Outlook for contact management
  • Excel (optional)
  • 500 GB HDD
  • Modern web browsers (Chrome, Firefox, Safari, or Edge)

Sign-Up Procedure

  • Submit a Letter of Intent.
  • Complete Center Verification (documents and premises).
  • Sign the Contract.
  • Undergo Training.
  • Begin live operations.

Selection Process

The information submitted via the RFI (Request for Information) form will be evaluated to determine center suitability. Cost details will be used solely for budgetary analysis. Centers meeting compliance and quality standards will receive a response within 10 business days.


Business Drive Rights

  • Allocate projects only after inspections and background checks.
  • Decline allocation if compliance requirements are unmet.
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