Review quality against the agreement
A long call is not automatically a qualified lead, and a short call is not automatically invalid. Start with the exact qualification and billing terms for the program you bought. Record what happened separately from whether the agent made a sale.
Before reviewing calls, create a sheet with these columns:
Scroll sideways to compare all columns →
| Field | What to record |
|---|---|
| Call reference | Internal ID; keep personal consumer information out of the shared review sheet |
| Program and version | Which agreed terms applied at the time |
| Required qualification | Each criterion and the available supporting evidence |
| Billable decision | Charged, not charged, credited or unresolved |
| Agent handling | Answered, missed, technical issue, or review needed |
| Outcome | No application, application pending, issued, or later cancelled |
| Next step | Review owner and due date |
For each criterion, use confirmed, not met or unknown. Missing evidence should remain unknown rather than being converted into a pass. Keep a separate reason for a billing question and a sales outcome: a qualified caller can decide not to buy.
Use disagreements to improve the process
Have two reviewers independently assess a small shared set of calls using the same written criteria. Compare where their decisions differ. If one reviewer interprets “interested” differently, clarify the definition before scoring the whole batch. This is a proposed review process, not a statistical sample-size guarantee.
Then review all available records in your chosen cohort, or document exactly how a sample was selected. Report the denominator alongside any percentage. Separate unavailable recordings from failures, and separate agent availability problems from source qualification questions.
What this review can establish
The result is a reproducible list of supported passes, exceptions and unresolved cases. It does not establish legal compliance, underwriting eligibility or future conversion performance. Do not infer a vendor-wide rate from a handful of selected examples.
For Ringelo-specific commercial details, use the current offer page. Ask onboarding which evidence your account actually exposes so you know which parts of the review can be completed in the platform.
Ringelo’s criteria campaign
The criteria campaign costs $60 per qualifying lead. Its criteria are age 50–85, an active checking or savings account, and interest in final expense coverage. This campaign has no minimum call duration. Do not treat this as the price or billing rule for every campaign. A qualifying lead is not a guarantee of a sale or underwriting approval.