TechWhales Digital Architecture & Advertising Systems
B2B Healthcare Operations & TCPA Adherence

Healthcare Contact Center &
Live Transfer Operations

US-based contracting. Dedicated offshore delivery. Scalable contact-center capacity for healthcare & insurance organizations.

TechWhales provides dedicated contact-center and live-transfer operations for US businesses through a US-based management structure and scalable offshore delivery teams. Launch with a controlled pilot and scale based on validated performance.

Healthcare Contact Center Operations Room
Live Campaign Monitoring
US Management Structure

Dedicated supervisor oversight & rigorous QA protocol enforcement.

US-Based Management Dedicated Teams Live Transfer Operations Quality Assurance Real-Time Reporting Scalable Capacity
Enterprise BPO Operational Strength

Built for Performance-Critical Contact Operations

US-Based Business Structure

Contract and communicate through our US business structure with dedicated operational management.

Dedicated Contact-Center Teams

Deploy dedicated agents, supervisors, QA personnel and campaign-specific workflows.

Live Transfer Capability

Designed to support controlled inbound, outbound and warm-transfer workflows based on partner requirements.

Quality Assurance

Structured QA processes, call monitoring and performance reporting help maintain consistent campaign standards.

Scalable Capacity

Start with a small pilot and expand toward larger dedicated teams as campaign performance is validated.

Real-Time Reporting

Track activity, transfers, connection metrics, quality results and operational performance.

End-to-End Campaign Workflow

How Our Live Transfer Model Works

STEP 01

Consumer Interaction

Consumer engages through the approved campaign source and compliant workflow.

STEP 02

Initial Qualification

Contact-center agents follow the contracting partner's approved qualification process and script rules.

STEP 03

Consent & Verification

Required TCPA consent, disclosures and campaign-specific verification are handled according to the approved workflow.

STEP 04

Warm Transfer

The qualified consumer is connected to the receiving organization's designated agent or queue.

STEP 05

Licensed Agent

The receiving organization's appropriately licensed agent handles the regulated insurance or healthcare discussion.

STEP 06

Reporting

Campaign activity and transfer outcomes are tracked and reported to the contracting partner in real time.

Operational Notice & US Compliance Disclaimer:Final campaign workflows, scripts, TCPA consent requirements, transfer criteria, data handling procedures and agent responsibilities are established by agreement with the contracting partner and applicable federal/state regulatory requirements.
Modular Operations

Contact-Center Capacity Built Around Your Campaign

Live Transfers
Warm Transfers
Inbound Qualification
Appointment Setting
Customer Support
Lead Qualification
Dedicated Agents
QA & Monitoring
Campaign Reporting
CRM Integration
Call Routing
Workforce Scaling

Campaign capabilities are configured according to the contracting organization's approved workflow, technology requirements and compliance procedures.

Risk-Mitigated Onboarding

Start With a Controlled 5-Agent Pilot

Instead of committing to a large operation immediately, partners can begin with a controlled pilot designed to validate call quality, transfer performance, operational fit and reporting.

01Define Campaign
02Configure Team
03Launch Pilot
04Scale What Works
Request a Pilot

Pilot Program Deliverables

Dedicated pilot team
Campaign-specific training
Approved scripts/workflows
QA monitoring
Call recording where required
Daily/weekly reporting
Performance review
Scalable staffing
Enterprise Capacity

Operational Infrastructure

CONTACT CENTER

20+ Seat Scalability

Dedicated seat capacity ready to scale based on campaign requirements.

TEAM STRUCTURE

Agents + Supervisors + QA

Complete management layer overseeing quality, attendance, and SLA metrics.

TECHNOLOGY

Dialer / CRM / Call Routing

Flexible integration with your preferred telephony and CRM stack.

QUALITY

Call Monitoring + QA Scoring

Regular call scorecards and compliance evaluation routines.

REPORTING

Real-Time Campaign Metrics

Transparent dashboards tracking transfer volume, talk time, and conversion stats.

SECURITY

Controlled Access & Data Handling

Strict data-handling procedures and access controls tailored to campaign requirements.

Disciplined Execution

Compliance-First Operations

Healthcare campaigns require disciplined workflows, documented procedures and clear responsibilities.

Our contact-center operations are configured around the contracting partner's approved scripts, consent procedures, data-handling requirements, call-recording requirements, quality standards and escalation procedures.

Approved Campaign Scripts

Agents adhere strictly to partner-provided and approved scripts.

TCPA Consent Verification

Workflows record consumer consent according to US TCPA rules.

Call Recording Audit

Comprehensive audio recording for quality auditing where required.

Quality Assurance

Internal QA evaluation scorecards monitoring call interactions.

Controlled Data Access

Role-based system access protecting campaign data integrity.

Audit-Friendly Reporting

Clear activity logs and metrics available for partner review.

Notice on Compliance Frameworks:Compliance requirements vary by campaign, state, organization and business model. Final campaign procedures are established with the contracting partner and reviewed according to applicable US requirements.
Operating Model

US-Based Management. Global Delivery.

Our operating model combines US-facing business management with scalable offshore delivery, allowing partners to access dedicated contact-center capacity while maintaining a clear US commercial relationship.

US Headquarters Management
UNITED STATES HQ

US Business & Client Management

Contracting & Legal Agreements
Client Communication & Support
Account Management
Business Development
Operational Oversight
Offshore Contact Center Floor
OFFSHORE DELIVERY CENTER

Dedicated Delivery Operations

Contact-center agents
Supervisors & Team Leads
Quality Assurance (QA) Auditors
Workforce Management
Campaign Operations
Partner Audience

Built for Healthcare & Insurance Organizations

Healthcare Agencies
Insurance Marketers
Licensed Agencies
Insurance Organizations
Lead Buyers
Healthcare Contact Centers
Independent Agent Groups
High-Volume Sales Operations
Clear Responsibilities

Looking for a Flexible Contact-Center Partner?

We are best suited for organizations that already have an established sales operation, licensed agents and a defined campaign workflow, but require additional contact-center capacity, qualification support or live-transfer volume.

YOU PROVIDE:
Approved campaign & traffic sources
Specific qualification & transfer criteria
Approved scripts & disclosure workflows
Licensed receiving insurance agents
Campaign compliance requirements
TECHWHALES PROVIDES:
Dedicated contact-center team
Turnkey contact-center operations
Agent training on your workflow
Structured QA monitoring
Call handling & initial qualification
Transfer infrastructure setup
Real-time campaign reporting
Scalable staffing capacity
Controlled Scaling

Prove the Model Before You Scale

Every campaign has different economics, transfer criteria and operational requirements. Our pilot-first model lets partners validate performance before expanding capacity.

5 AGENTSStage 1: Pilot

Controlled initial launch validating script adherence, connection rates, and transfer quality.

10 AGENTSStage 2: Scale

Expanding team headcount after establishing consistent daily transfer performance.

20+ AGENTSStage 3: Dedicated Operation

Full-scale contact center floor with multi-shift coverage and dedicated supervisors.

Final staffing and volume are determined by campaign requirements and agreed service levels.

Start a Partnership

Request a Healthcare BPO Pilot

Discuss your campaign requirements, transfer model, and receiving agent capacity with our operations team.

Healthcare BPO Pilot Request

US-Based Contracting • TCPA & HIPAA Compliant Workflows

By submitting this request, you agree that TechWhales will contact you regarding healthcare BPO pilot operations. TechWhales operates strictly as a BPO partner adhering to TCPA/DNC guidelines and does not sell insurance directly.
Partner FAQ

Frequently Asked Questions

Do you provide licensed healthcare insurance agents?

TechWhales operates strictly as a contact-center and BPO operational partner. Where a campaign involves regulated insurance sales or enrollment, the contracting US receiving organization is responsible for providing appropriately licensed agents and managing the sales process.

Can you provide live healthcare transfers?

We configure live or warm-transfer workflows according to the contracting partner's campaign parameters, approved scripts, TCPA consent procedures, and receiving-agent capacity.

How do you ensure TCPA & US regulatory compliance?

Our contact center operations strictly enforce partner-approved scripts, TCPA consent documentation, Do-Not-Call (DNC) list scrubs, call recording, and rigorous internal QA audits.

Can you start with a small team?

Yes. Our recommended approach is a controlled pilot, typically beginning with a small dedicated 5-agent team before scaling.

Can you scale to 20+ agents?

Yes. Staffing can be expanded based on campaign requirements, training, performance and receiving-agent capacity.

Where are your operations located?

We operate through a US-based business structure (United Tech LLC, Los Angeles, CA) with scalable offshore delivery operations.

Do you provide call recordings?

Call recording capabilities can be configured according to campaign requirements, applicable rules and the contracting organization's policies.

Can you work with our CRM?

We evaluate CRM, dialer, routing and reporting requirements during campaign onboarding.

Legal & Operational Disclosure

TechWhales provides business process outsourcing and contact-center services. Healthcare and insurance workflows are performed strictly according to the requirements and approved procedures of the contracting organization. TechWhales does not represent itself as an insurance carrier, plan sponsor, or government entity. Where regulated insurance activities are involved, appropriately licensed third parties are responsible for those activities in compliance with US state and federal laws.