Complete Insurance Call-Generation System Build
Publicada el 2026-07-15
Descripción de la oferta
# Build a Complete Inbound Life Insurance Call-Generation System **Budget:** $25–$50 per hour **Fixed-price proposals:** Considered **Project:** Website, paid advertising, inbound call tracking, routing, reporting, and training ## Project Overview I am looking for an experienced lead-generation specialist or small team to build, launch, and teach me how to operate a complete inbound call-generation system for the life insurance and final-expense market. I am starting from scratch. I currently do not have a website, domain, Google Ads account, call-tracking platform, routing system, or reporting dashboard. The goal is to generate **exclusive inbound phone calls from consumers actively searching for life insurance, final-expense insurance, burial insurance, or related coverage**. The calls will be routed directly to licensed insurance agents. My company will be responsible for advertising, lead generation, call tracking, and call routing. ## Scope of Work ### 1. Domain, Website, and Landing Pages The contractor will: * Help select an appropriate domain name * Assist with registering the domain under my account * Recommend and configure website hosting * Build a professional, mobile-friendly website * Create high-converting landing pages * Write website and landing-page copy * Create strong phone-call calls to action * Add privacy, contact, disclosure, and other necessary website pages * Optimize page speed and mobile performance * Connect all website phone numbers to the tracking system ### 2. Google Ads The contractor will: * Create and configure a Google Ads account under my ownership * Conduct keyword research * Conduct competitor research * Build Google Search campaigns focused on inbound phone calls * Organize campaigns, ad groups, keywords, and geographic targeting * Write advertising copy * Configure call assets and call-focused campaigns * Set campaign schedules and advertising budgets * Create negative-keyword lists * Configure conversion tracking * Monitor search terms and remove irrelevant traffic * Optimize campaigns based on call quality and cost per qualified call ### 3. Microsoft Advertising The contractor should evaluate whether Microsoft/Bing Ads would be worthwhile. When appropriate, the contractor will: * Create the Microsoft Advertising account under my ownership * Build and configure search campaigns * Configure call tracking and conversion tracking * Optimize campaigns separately from Google Ads ### 4. Call Tracking and Routing The contractor will recommend and configure the most appropriate call-tracking and call-routing system. Potential platforms include: * CallRail * Quo * Ringba * Invoca * Twilio * Aircall * Another suitable platform The system should include: * Tracking phone numbers * Dynamic number insertion when appropriate * Call recording * Call-source attribution * Call tagging * Call routing * Agent schedules and availability * Missed-call handling * Call-duration tracking * Duplicate-call identification * Spam-call filtering * Geographic or schedule-based routing * Qualified-call classification * Reporting by campaign, source, keyword, and landing page Calls must be routed directly to the designated licensed insurance agents. ### 5. Analytics and Reporting The contractor will configure: * Google Analytics * Google Tag Manager * Google Ads conversion tracking * Call-platform reporting * A clear reporting dashboard The reporting system should show: * Advertising spend * Total calls * Answered calls * Missed calls * Call duration * Calls by advertising source * Calls by campaign * Cost per call * Cost per qualified call * Conversion rate * Duplicate calls * Spam or low-quality calls * Agent answer rate * Call-quality classifications ## Testing and Launch Before campaigns go live, the contractor will test: * Website and landing pages * Mobile functionality * Tracking phone numbers * Dynamic number insertion * Call routing * Call recording * Agent availability * Missed-call handling * Conversion tracking * Reporting accuracy * Advertising account access * Billing and account ownership The project should include a controlled launch and an initial campaign-optimization period. ## Training and Documentation I need to understand how the complete system works and how to manage it myself. The contractor must provide: * Live screen-share training * Recorded training sessions * Written step-by-step instructions * A diagram showing how the website, advertisements, tracking numbers, call-routing platform, and agents are connected * A launch checklist * A troubleshooting guide * Verification that I own and control every account Training must include: * How to add or remove agents * How to temporarily disable an agent * How to change call-routing rules * How to pause campaigns * How to adjust advertising budgets * How to review search terms * How to add negative keywords * How to review call recordings * How to identify poor-quality calls * How to classify qualified calls * How to check tracking and reporting * How to troubleshoot missed or incorrectly routed calls * How to export reports * How to grant and remove contractor access ## Ownership Requirements Every account and asset must be created under accounts that I own and control. This includes: * Domain name * Website * Hosting * Google Ads * Microsoft Advertising * Google Analytics * Google Tag Manager * Call-tracking platform * Call-routing platform * Tracking phone numbers * Landing pages * Website copy * Advertising copy * Campaigns * Tracking data * Analytics data * Dashboards * Design and source files * Training recordings * Written documentation The contractor may receive access to my accounts but will not own or retain control of any account, website, domain, phone number, campaign, data, or other project asset. Accounts should not be created using an agency-owned email address, payment method, registrar, or master account. ## Required Experience Applicants should have verifiable experience with: * Inbound phone-call generation * Google Search Ads * Call-focused advertising campaigns * Life insurance or final-expense lead generation * Other high-cost or regulated advertising industries * Call tracking * Call routing * Landing-page optimization * Conversion tracking * Search-term management * Negative keywords * Spam and low-quality call filtering * Reporting dashboards * Training nontechnical business owners ## Application Instructions Please include the following in your proposal: 1. Examples of inbound call-generation systems you have personally built 2. Your experience with life insurance, final expense, or similar industries 3. The advertising budgets you have managed 4. Screenshots or anonymized reports showing call volume, cost per call, call duration, or cost per qualified call 5. The website, advertising, tracking, and routing platforms you recommend 6. Why you recommend those platforms 7. Whether you will personally complete the work or use subcontractors 8. Your estimated fixed price 9. Your proposed project milestones 10. Your recommended ongoing optimization arrangement 11. A list of expected monthly software expenses 12. A list of any additional information or access you will need from me Please begin your proposal with the words: **INBOUND CALL SYSTEM** Suggested Milestones The project may be divided into the following milestones: 1. Strategy, system architecture, and platform setup (accounts, domain, hosting, analytics framework) 2. Website, landing pages, and call tracking/routing system implementation 3. Google Ads and Microsoft Advertising campaign build, testing, and controlled launch 4. Optimization, training, documentation, and final account handoff Payment will be tied to completed and verified milestones.
Skills
Fuente original: freelancer