What Is SureConnect?

SureConnect is a pay-per-call platform for insurance publishers, agency owners, and call centers. It handles the entire call lifecycle — from the moment a prospect dials a tracking number to the moment an agent logs a disposition and the call syncs to your CRM.

Who SureConnect is for

• Publishers and media buyers who generate inbound calls through paid advertising and need to route, track, score, and bill those calls.
• Insurance agency owners who need every call answered by the right licensed agent, with real-time visibility into what is happening on the floor.
• Agents who receive calls through a browser-based softphone and need a simple way to log outcomes and manage callbacks.

Key capabilities

• Call Flow Types — Qualify callers before they reach an agent using a touch-tone Caller Menu, an AI Voice Assistant, or Direct Connect.
• Smart routing — Route calls based on geographic state, product category, agent priority, or round-robin distribution.
• Browser softphone — Agents receive calls directly in a browser tab. No desk phone or app download required.
• Call queue — When all agents are busy, callers wait on hold instead of hitting voicemail.
• Call scoring — Every call is automatically scored from 0 to 100 based on configurable rules. Set a minimum threshold to gate low-quality calls.
• Multi-touch attribution — Track every call back to its original ad source with UTM parameters, Dynamic Number Insertion (DNI), and server-side conversion events.
• Integrations — Connect Twilio for voice, GoHighLevel for CRM, Meta Conversions API for ad optimization, and Discord for real-time alerts.

How the call flow works

Here is a simplified view of what happens when a caller dials one of your tracking numbers:

1. The caller dials a tracking number assigned to a campaign.
2. SureConnect checks the Do Not Call list and verifies business hours.
3. The caller goes through your configured Call Flow Type (Caller Menu, AI Voice Assistant, or Direct Connect).
4. SureConnect matches the caller to the best available agent using your routing rules.
5. The agent's browser softphone rings. The agent hears a whisper message with caller context before the call connects.
6. The call is recorded and transcribed automatically.
7. After the call, the agent logs a disposition (Sale, Appointment, No Sale, etc.).
8. The call is scored, attributed to its source, and synced to your CRM.