Onboarding a new lead vendor used to mean a contract redline cycle, a fresh insertion order, a separate SIP trunk, a new attribution layer, and weeks of "let me see how this source performs" before anyone could honestly say whether the campaign was worth running. The AgentTech Dialer Marketplace — now in private beta — collapses that whole cycle into a one-click application from inside the dialer your agents already use, against a curated catalog of independently vetted publishers. This guide walks through what that actually looks like for an agency: how vetting works, how calls reach your queues, how billing works, and what changes about your weekly operations cadence when lead procurement stops being a procurement problem and starts being a routing decision.
Why vendor onboarding has been the agency’s slowest workflow
Most insurance agencies test more lead sources in a year than they keep. The work that goes into spinning up each one — signing the insertion order, setting up payment terms, running the source through a compliance review, configuring routing, and deciding which agents get the calls — is roughly the same whether the source ends up performing or not. That cost is real and recurring, and it’s the main reason agencies stay with underperforming publishers longer than they should.
The friction is amplified by the fact that almost none of it is standardized. The Federal Communications Commission’s 2023 one-to-one consent rulemaking on lead-generation calls made it clear that the agency placing the call — not the lead vendor that captured the form — carries TCPA liability for whether consent was properly captured. That puts the burden on every agency to independently verify every publisher every time, often by re-running the same questionnaire other buyers have already run. The Federal Trade Commission’s lead-generation staff perspective describes the same opacity from the consumer side: leads change hands, the original source gets obscured, and downstream buyers inherit risk they didn’t pre-screen.
The result is a market where agencies do a lot of vetting work that doesn’t compound. Every agency runs the same TCPA review on the same publisher, separately, and none of those reviews makes the next agency’s job easier. That’s the part the Dialer Marketplace changes.
The vendor-onboarding tax, by the numbers
What you actually see when you open the Marketplace
The Marketplace launches with a curated set of vetted lead campaigns spanning Medicare, ACA, final expense, life, and health verticals. Each campaign card shows the basics an agency needs to make a buy decision: vertical and product, lead type (live transfer, inbound, web-form, aged), state coverage, price, the publisher’s performance scorecard, and current capacity availability. Filters narrow the list by vertical, state, lead type, and price range, so a Medicare-focused agency can hide the final-expense inventory and a multi-line agency can see everything in one view.
Because the Marketplace lives inside the dialer, it sees the same context the rest of the platform does — which queues you have, which states you’re licensed in, what your operating hours are, how much capacity your team has right now. That context is used to flag campaigns that probably aren’t a fit (state-coverage mismatches, lead types you don’t staff for) before you waste an application on them.
Curated, not crowdsourced
Every campaign listed in the Marketplace is one AgentTech has independently vetted for compliance and performance. There is no “list it and we’ll see” flow for publishers. That’s a deliberate trade-off — smaller catalog, higher floor — and it’s the entire reason the Marketplace exists in the first place.
What “independently vetted” actually means
Every publisher accepted into the Marketplace is reviewed independently of the publisher’s own marketing claims. The review covers TCPA posture, the source and provenance of consumer consent on the leads they intend to publish, and historical performance against other agencies (where data exists) before any campaign goes live. Once a publisher is listed, the vetting doesn’t stop — every call delivered through the Marketplace is recorded, transcribed, and scored by AgentTech’s AI Compliance Scoring engine, and patterns of non-compliance feed back into the publisher’s scorecard.
That ongoing scoring matters more than the upfront review. The Federal Communications Commission’s public consumer-complaints reporting shows that telemarketing and TCPA-related complaints are the largest single category of consumer complaints the agency receives every quarter, by a wide margin. Almost none of those complaints get caught by a one-time vendor review at onboarding — they’re behavioral, they show up campaign-by-campaign, and they only become visible if someone is actually listening to the calls. The Marketplace is built on the assumption that something is.
How calls actually reach your agents
When you apply to a campaign and get approved, you don’t set up a new vendor relationship in the dialer. The campaign uses the same publisher-queue infrastructure already in production for routing inbound calls — the same one described in our developer guide for integrating lead vendors. There’s no separate SIP trunk to provision, no new attribution layer to wire up, and no reconfiguration of the queues your agents are already logged into.
Practically, that means you can choose which of your existing queues a Marketplace campaign feeds into. State-licensing rules, skills-based routing logic, call-cap configuration, and operating-hours rules already configured on those queues continue to apply — a Medicare-only queue keeps screening for licensing the same way it already does. If the campaign isn’t performing, you pause it from the Marketplace and the routing change takes effect immediately. There’s no “30-day notice to terminate” clause to read.
How the AgentTech feature stack supports this
The Marketplace doesn’t replace the dialer; it sits on top of capabilities that have been part of the platform since launch. Three of those capabilities do most of the work:
Publisher queues
The same routing layer the dialer already uses for inbound and live-transfer calls. Marketplace campaigns plug into it as just another publisher source — same skills logic, same call-caps, same operating hours.
AI compliance scoring
Every Marketplace call is recorded, transcribed, and scored by the same engine described on the compliance monitoring page. That score becomes part of the publisher’s scorecard, visible to both sides.
Per-campaign reporting
Calls delivered, talk time, dispositions, AI compliance scores, and disputes are tracked per campaign. The same data is the source of truth for both you and the publisher — nobody is comparing different reports.
Consolidated billing
AgentTech is the merchant of record. You get a single invoice covering every Marketplace campaign you run, instead of a folder of vendor 1099s and payment terms to chase.
One invoice, every campaign
The billing model is the part most agencies underestimate when they first look at the Marketplace. AgentTech is the merchant of record for every campaign — the agency pays AgentTech, AgentTech pays the publisher. From the agency’s side, this means one consolidated invoice covering every Marketplace campaign that ran in the period, paid through the same wallet-based billing system that handles the rest of your AgentTech usage. No new W-9s. No vendor-specific Net 7 / Net 15 / Net 30 to track. No 1099s to chase down at year-end.
That same record is the single source of truth in any dispute. If you and a publisher disagree about whether a delivered call qualified, you’re not arguing across two different reports run by two different vendors at two different times — you’re both looking at the same row in the same system, including the call recording and the compliance score. The dispute either resolves quickly or it gets escalated, but it doesn’t fester for a billing cycle.
What changes about your weekly operations cadence
For a typical agency, the work that used to be “source new lead vendors” converts to “manage the campaigns I’ve already opted into.” That’s a meaningfully different workflow:
Weekly Marketplace cadence (suggested)
- Review per-campaign performance in the Marketplace dashboard — calls delivered, talk time, dispositions, compliance score.
- Pause any campaign whose compliance score has drifted or whose contact rate has fallen below your threshold.
- Browse the Marketplace for new campaigns that match underutilized queues (e.g. afternoon agents idle).
- Apply to one or two; route the approved ones into the existing queue with capacity.
- Reconcile against the consolidated invoice once at month-end — no per-vendor invoices to match.
For agencies that are also evaluating their internal lead-generation operation, the Marketplace pairs cleanly with the workflow described in our importing and cleaning lead lists guide and the email drip campaign playbook — Marketplace campaigns become an additional, switchable inventory source on top of whatever your team is already running.
Frequently Asked Questions
Do I have to commit to a Marketplace campaign for a minimum term?
No. Any Marketplace campaign can be paused or resumed at any time directly from inside the AgentTech Dialer. There are no minimum spends, no insertion orders, and no termination clauses tied to individual Marketplace campaigns.
Does the Marketplace replace my existing lead vendors?
No. Existing lead-vendor integrations (including those wired up using the patterns in our lead vendor integration guide) keep working unchanged. The Marketplace is an additive inventory source, not a replacement — most agencies will run both for the foreseeable future.
How does AgentTech handle TCPA liability on Marketplace calls?
AgentTech’s independent vetting covers each publisher’s TCPA posture and consent provenance before campaigns go live, and AI compliance scoring runs on every call afterward. Standard TCPA obligations on the agency side — including the FCC’s consent rules — still apply, but the upfront vetting and ongoing scoring give you something most agencies don’t have today: an independent, contemporaneous compliance record on every call you bought.
When does the Marketplace become available in my dashboard?
The Marketplace is rolling out gradually inside the AgentTech Dialer. Existing AgentTech customers will see it appear in the dashboard over the coming weeks as it reaches the broader customer base. If you’d like access ahead of the broader rollout, contact your dedicated AgentTech account representative.
What about publishers I want to invite into the Marketplace?
Publishers can apply to join an existing curated campaign or apply to list a new campaign of their own. If you have a publisher you’d like to see listed, encourage them to apply — they’ll go through the same independent vetting as everyone else before any Marketplace traffic is delivered.
Want early access to the Dialer Marketplace?
Existing AgentTech agencies: contact your dedicated account representative for early access ahead of the broader rollout. New to AgentTech? Start with the dialer your future Marketplace campaigns will run on.