Sortis connects licensed agents with exclusive, TCPA-compliant high-intent health and life insurance prospects — filtered to your geography, product line, and budget, and delivered to your CRM or dialer in under a minute.
Trusted by nearly 100 agencies, FMOs & IMOs
Every prospect is verified, scored, and routed before it ever hits your phones — so your producers spend their day talking to real consumers, not chasing bad data. And never re-sold once you enroll them. Your clients remain just that. Yours.
Our ops, compliance, and traffic teams come from inside the insurance industry. We speak ACA, MedSupp, FE, IUL, and term — fluently.
Every account gets a dedicated contact for filters, scaling, and growth strategy. No queues, no waiting rooms, no chatbots.
Bid per campaign, per vertical, per state — so the marketplace stays healthy and the highest-intent prospects flow to the agents who value them most.
Every prospect is consumer-initiated, IP-stamped, and timestamped at the source. No scraped lists, no third-party resale — just live opt-in data.
Real-time bidding and sales tracking on a single screen — powered by an engine that scores intent, protects your book, and only ever moves opted-in data. Nothing else to learn, nothing else to log into.
Each prospect is scored on intent signals — quote depth, time on page, repeat behavior, device match. Your best closers see your best prospects first, automatically.
Once you enroll a consumer, we pull them from the marketplace — no re-targeting, no resale, no competing offer hitting their inbox a week later. Your renewals don't compete against the spend that brought them in.
Every prospect is consumer-initiated, with TCPA opt-in capture and a trusted-form token stamped to the record at the moment of submission. Audit-ready in one export.
Five inventory types, one console. Hover any card to pause the carousel and see the details.
Sold once. To one agent.
ACA, Medicare Advantage, MedSupp, and U65 — pre-qualified by age, geo, and coverage interest. Delivered to your CRM in under five seconds.
Learn more →Term · IUL · WL · FE.
Pre-qualified by age, target face amount, and tobacco status. Real-time delivery on every inventory line — one agent, one record.
Learn more →Warm. Billed on connect.
Pre-screened consumers warm-transferred to your licensed agents in real time. Pay only on connected calls — no shadow charges, no padded duration.
Learn more →Capped. Never broadcast.
Sold to a tight cap of agents — never more than a handful. Lower price point than exclusive, none of the open-market noise.
Learn more →They called you.
Consumers who picked up the phone and asked for coverage. Routed to your licensed agents in real time, billed only on connect.
Learn more →Get started and discover how SortisIQ can transform your health insurance agency.
