UPLINE AGENT AI

AI × Human Collaboration

AI powered transparency for the next generation of insurance agents.

Simple access to Upline AI Agent leads, logins, and delivery details in one place.

Quick access

New buyers can request access and get approved before ordering leads.

Upline Agent AI Leads

FINAL EXPENSE LEADS

Inbound customer-initiated calls, exclusive never-shared outbound dialing leads, and CRM + AI automations with delivery built for speed.

Inbound calls

Live Transfer Flow

AI-assisted inbound call handling built to move final expense prospects to agents fast, with no dead buffer between lead and conversation.

Outbound leads

EN / ES Local + Telesales

Real-time generated Facebook and social media leads for English and Spanish local agents or broader telesales teams.

Ad management

$500 / Month

We reserve the ad account, manage copy, creatives, targeting, and strategy, while the client funds spend with their card on file or account top-offs.

Automation layer

CRM + Delivery

We connect the third solution layer through automations, lead routing, Google Sheets, CRM handoff, and workflow support so volume stays usable.

Core solutions

Three simple ways to buy and receive leads.

Choose inbound calls, outbound leads, or managed campaigns based on how you want to grow.

Solution 01

Live inbound calls

Live final expense calls handled for speed, then routed fast so agents connect while intent is still high.

Real-time transfer flow
Built to reduce lag and dead time
Fast routing for higher intent conversations

Book Inbound Setup

Solution 02

Local + telesales leads

English and Spanish real-time leads from Facebook and social media, built for local field agents and outbound telesales teams.

English and Spanish options
Local and telesales campaigns
Exclusive delivery for outbound speed

Buy Leads

Solution 03

Managed ads + automations

$500 per month for campaign management, ad copy, creatives, targeting, and automation support while clients fund ad spend directly.

$500 monthly management fee
Client-funded ad spend at cost
CRM, Google Sheet, and automation support

Start Managed Campaign

Lead products

Choose your lead type.

English or Spanish. Local or telesales.

English Leads

English lead options for local or telesales buyers.

English

English Local

Local field leads

For local lead buyers who want exclusive final expense opportunities in a specific city, county, or target area.

$20-$30 / lead

Depending on area, population size, and market difficulty.

English Telesales

Telesales lead buying

For telesales lead buyers who want final expense leads by state or across a broader calling territory.

$15-$25 / lead

Depending on state mix, targeting depth, and custom setup.

Leads en Español

Spanish lead options for local or telesales buyers.

Español

Spanish Telesales

Telesales leads en español

For Spanish telesales lead buyers who want leads across wider calling territories.

$20-$25 / lead

Simple pricing range based on state mix and customization.

Spanish Local

Local leads en español

For Spanish local lead buyers who want final expense leads in targeted areas.

$25-$35 / lead

Depending on area, availability, and local market setup.

Lead delivery examples

See exactly how leads are delivered for each lead type.

Local and telesales leads are delivered differently. Below is a simple breakdown for English and Spanish lead types so buyers know what to expect before ordering.

English delivery

Delivery for English local and telesales leads

English Local

English local leads

English local leads include a PDF lead card by email, a Google Sheet where leads can trickle in live, and an SMS or text alert with the lead details for fast follow-up.

English Telesales

English telesales leads

English telesales leads receive the same live Google Sheet flow, email delivery of lead details, and SMS or text updates, but without the PDF lead card format used for local field agents.

Entrega en español

Entrega para leads locales y de telesales en español

Español Local

Leads locales en español

Los leads locales en español incluyen una tarjeta PDF por correo electrónico, una hoja de Google donde los leads van entrando en tiempo real, y una alerta por SMS o texto con los detalles del lead para seguimiento rápido.

Español Telesales

Leads de telesales en español

Los leads de telesales en español reciben la misma hoja de Google en vivo, el correo electrónico con los detalles del lead, y alertas por SMS o texto, pero sin la tarjeta PDF que se usa para los leads locales.

English Local PDF Example

English local PDF sample

Example of the PDF lead card local English agents can receive by email.

Click to expand full sample

Spanish Local PDF Example

Spanish local PDF sample

Example of the PDF lead card local Spanish-speaking agents can receive by email.

Click to expand full sample

Google Sheet Example

Google Sheet lead flow sample

Example of the shared sheet where local and telesales leads can be delivered in real time.

Click to expand full sample

What happens after lead purchase

Once we receive the order, we get to work right away.

Order review starts immediately

As soon as the order comes in, campaign setup begins based on lead type, language, demographic, and territory.

Shared Google Sheet is created

We share a Google Sheet so leads can be viewed in real time as they come in.

Automations are connected

Lead delivery can be connected to text or SMS, email, Google Sheets, and optionally your CRM.

Delivery starts in 1 to 3 days

Most campaigns begin delivering within 1 to 3 days depending on demographic depth, platform approval, and market targeting.

Getting started

Create your account, choose your lead type, and launch fast.

This page is built to help buyers understand the system quickly, create an account, and order the lead flow that fits how they sell.