B2B platform services
Every service your insurance operation needs — at wholesale cost.
Cost Control Marketing is a wholesale benefits platform and B2B exit strategy tool for insurance agencies, IMOs, call centers, and affiliates. Ten integrated services. One platform. The lowest rate in the industry.
What is Cost Control Marketing?
Cost Control Marketing (CCM) is a B2B insurance technology platform that delivers enterprise-grade VOIP cost reduction, AI agent automation, TCPA and CMS compliance infrastructure, call recording, lead management, and affiliate benefit tools — all integrated into your existing CRM at wholesale rates. We serve independent insurance agents, agencies, IMOs, Medicare specialists, life and annuity producers, affiliate lead vendors, and call centers nationwide.
Wholesale VOIP
Lower VOIP Costs — 30–60% in the First Billing Cycle
CCM connects your CRM to our carrier-grade VOIP backbone, cutting per-minute rates and eliminating redundant line charges across your entire call center. Most insurance agencies and call centers pay retail VOIP rates through resellers. CCM passes carrier-grade pricing directly to partners — no markup, no middleman. The more you dial, the more you save.
VOIP cost reduction insurance, lower phone costs insurance agency, wholesale VOIP insurance call center
Get a quoteWhat's included
- 30–60% cost reduction in the first billing cycle
- Carrier-grade uptime with enterprise SLA
- Works with GoHighLevel, AgencyZoom, Salesforce, and custom CRMs
- Number porting handled by CCM onboarding team
AI & automation
AI Agents — 24/7 Lead Qualification Without Adding Headcount
Deploy conversational AI agents trained on insurance-specific scripts that qualify leads, answer compliance questions, and route calls around the clock. CCM's AI agents handle objections, capture consent, and hand off to live agents at exactly the right moment. Scale your operation without hiring.
AI agents insurance lead generation, insurance AI automation, conversational AI insurance
Get a quoteWhat's included
- 24/7 lead qualification and call routing
- Insurance-trained conversation scripts
- Seamless warm handoff to live agents
- Integrates with your existing dialer and CRM
Productivity automation
Auto-Listen & Form Fill — Zero Manual CRM Entry
Our AI listens to live calls, extracts key data points in real time, and auto-populates your CRM fields — coverage type, beneficiary, contact info, and disposition — without any manual entry. Agents stay focused on the conversation while the platform handles every field automatically.
auto-listen CRM insurance, automatic form fill insurance, AI call transcription CRM
Get a quoteWhat's included
- Real-time CRM field population during live calls
- Extracts coverage, beneficiary, and contact data automatically
- Eliminates post-call data entry entirely
- Works with any CRM via REST hook
Compliance infrastructure
TCPA & Compliance — Automated, Audit-Ready, Built In
Built-in consent capture, call recording, DNC scrubbing, and audit trails keep your operation compliant with TCPA, CMS, DOI, and state regulations automatically. CCM's compliance engine processes every call, lead, and transfer before it reaches your agents. Stop worrying about compliance and start dialing with confidence.
TCPA compliance software insurance, CMS compliance insurance agency, DOI audit trail insurance
Get a quoteWhat's included
- Automatic DNC scrubbing before every dial
- Consent captured and stored at point of contact
- CMS Scope of Appointment workflows for Medicare
- DOI-ready audit trails exportable on demand
Quality assurance
Call Recording & Audit — Every Call, Indexed and Searchable
Every call is recorded, indexed, and searchable. Supervisors can flag, score, and review calls for QA, dispute resolution, and regulatory audits from any device in seconds. Tamper-evident storage means your records hold up under scrutiny from state examiners, carriers, or legal counsel.
insurance call recording compliance, tamper-evident call recording, insurance QA call audit
Get a quoteWhat's included
- 100% call recording with tamper-evident storage
- Indexed and full-text searchable by agent, date, or keyword
- Supervisor scoring and QA flagging tools
- Instant export for regulatory and legal review
Lifecycle marketing
Retention & Re-engagement — Keep Your Book of Business Active
Automated drip sequences, lapse alerts, and AI-driven re-engagement campaigns keep your book of business active and your churn rate low. CCM monitors policy status, triggers outreach at the right moment, and routes re-engagement calls to the right agent — before the member walks. This is the B2B exit strategy that keeps clients from churning.
insurance retention automation, policy lapse re-engagement, B2B exit strategy insurance
Get a quoteWhat's included
- Automated lapse and renewal alerts
- AI-driven re-engagement call routing
- Drip sequences by product, segment, and lifecycle stage
- Churn reduction reporting by campaign
Lead distribution
Lead Management & Transfers — Every Dollar of Acquisition Tracked
Real-time lead routing, warm transfers, and affiliate distribution — all tracked end-to-end so you know exactly where every dollar of acquisition spend goes. Set routing rules by geography, product, agent capacity, or affiliate source. Every transfer is logged, every conversion attributed. The affiliate benefit tool purpose-built for insurance partner programs.
insurance lead management software, warm transfer insurance leads, affiliate benefit tool insurance
Get a quoteWhat's included
- Real-time lead routing by geography, product, and capacity
- Warm transfer with full lead context passed to receiving agent
- Affiliate distribution with end-to-end attribution
- Cost-per-acquisition reporting by source and campaign
Business intelligence
Reporting & Analytics — Live Dashboards Across Every Metric
Live dashboards across leads, calls, conversions, and costs. Drill down by agent, campaign, or affiliate partner with one click. Export to your BI tool or let CCM surface the insights automatically — daily digests, anomaly alerts, and performance benchmarks included.
insurance operations analytics, call center reporting insurance, lead conversion dashboard insurance
Get a quoteWhat's included
- Live dashboards: leads, calls, conversions, costs
- Drill-down by agent, campaign, or affiliate partner
- Daily digest emails and anomaly alerts
- Export to any BI tool via CSV or API
Conversion tools
Landing Page Benefit Hooks — Live the Same Day, No Dev Required
Pre-built, conversion-optimized landing pages wired to your wholesale benefit packages. Drop in your hook, customize the offer, and start capturing leads the same day — no developer work required. Each page is TCPA-compliant, mobile-first, and connected directly to your CRM and lead routing rules. The fastest path from benefit catalog to qualified lead.
insurance landing page benefit hook, wholesale benefits landing page, TCPA compliant lead capture page
Get a quoteWhat's included
- Conversion-optimized templates for every benefit category
- TCPA-compliant consent capture built in
- Connected to your CRM and lead routing on day one
- No developer required — live the same day
Creative assets
Catalog of Creatives — Pre-Cleared, Compliant, Ready to Deploy
Access a ready-made library of compliant ad creatives, mailers, and digital assets for every benefit category in the Core54 wholesale benefits platform. Every asset is pre-cleared for TCPA, CMS, and DOI use. Prefer your own brand? Upload and deploy custom creatives in minutes — our compliance layer reviews and clears them automatically.
wholesale benefits creative catalog, compliant insurance ad creatives, Core54 benefit marketing assets
Get a quoteWhat's included
- Pre-cleared compliant creatives for every benefit category
- Mailers, digital ads, landing page banners, and social assets
- Upload your own brand assets for instant compliance review
- New creative drops added monthly
One platform. Every service. Wholesale rates.
Most partners are live within 10 business days. No long-term contracts. Tell us about your operation and we'll show you exactly how much you can save.
(800) 335-8546