
CSG’s managed outreach methodology, refined over three decades, has converted lead data into qualified connections for major insurance, education, and financial services brands. We unify human agents, AI and automated voice, and standard and AI-powered SMS on one platform, fed by one data stream.
Every lead is measured, managed, and multiplied in one place, for maximum results.

01
Integrated phone and SMS cadences, honed through testing, innovation, and data analysis, set the industry standard.
02
The right channel, human, automated, or AI-driven, is matched to how each lead actually responds. No lead goes under- or overworked.
03
Every channel runs on one unified stream, not separate tools bolted together, so connection rates compound instead of competing.
04
One platform means we test and optimize across every channel at once, staying ahead of emerging customer behavior. Single-channel point solutions don’t have that option.
We have longstanding relationships with the country’s largest brands who trust us to drive revenue, guard their brand reputation, and adhere to the strictest compliance standards.
30+
100‘s
15%+
$10+

Artificial intelligence and human intelligence work as one platform. Every channel, human, automated, and AI voice and SMS, shares one data stream, planned and measured together, for the right connection at the right moment.
Drive the most sales with a human connection from our on-shore agents.
Drive sales with live agent calls for genuine human connections.
Cost-effective AI-driven voice communication to mine value from your leads.
Personalized engagement at scale with options for pre-approved or open conversations.
From fully human to key-word driven conditional routing.
Our clients report an average 15-20% lift in conversion.
Our proprietary outreach methodology has been developed over 30+ years by connecting hundreds of millions of leads in the most Competitive Industries.
Auto, Health, Life, Home, Commercial, Worker’s Comp, Renters, Motorcycle, Pet and more
Purchase, Refinance, and Home Equity
Undergraduate, Graduate, Nursing, Medical, and Vocational student enrollment
Appointment Setting, Windows, Remodeling, Solar, HVAC, Security, Home Warranty
Mass Tort, MVA, Personal Injury, SSDI, Workers Comp, Medical Malpractice and more
Healthcare, Political, Non-Profit, Senior Living, Mental Health, and Substance Use
We talk to 12% more prospective students when CSG manages the lead connection and qualification process. We are so impressed that we are migrating new universities onto their platform each quarter.
Kaplan University
Enrollment Department Executive
We have partnered with CSG many times over the past 20 + years and they are top notch! Their team ensures all data flows smoothly and we never have to worry about data integrity or system issues.
Brandon Debenham
Vice President Lead Cloud
We recently combined SMS with an integrated outbound call cadence and saw over a 10% lift in conversions! The results are so encouraging that I’m introducing CSG to my colleagues in other divisions of Red Ventures.
Mitch Hillbrands
Director of Operations
When I gave a lead to CSG, I knew it was going to yield the most sales conversations possible. They are experts at connecting leads to our agents and were instrumental in helping us achieve our sales goals.
National Brand
Life Insurance Company
Customer Solutions Group applied a custom campaign that proved successful. Their hands-on approach and professionalism helped us launch a new product. I would definitely use CSG for any future endeavor.
Ebay
Sales Executive
CSG immediately fixed the biggest problem my agency clients have with data leads by applying a consistent, smart and effective outreach strategy to every single lead. Conversion rates shot up right away.
The Lead Clinic
Founder
Our sales improved significantly. Customer Solutions Group is a professional, ethical, and practical advisor on all things related to inside sales. I was particularly impressed by the quality of their representatives!
Western Union
Inside Sales Executive
CSG developed a lead outreach and qualification campaign for us that is second to none. They recommended and tested different cadences, scripts, and messaging to optimize performance and drive lead value.
Mark Entenman
Marketing Analytics
Customer Solutions Group has been a terrific business partner over the years. Their insurance and leads background have been invaluable in developing our program, and I would highly recommend them.
Liberty Mutual Insurance
Policy Sales Executive
Their on platform head-to-head testing produced statistically accurate tests with real-time results posted in their web portal. This made figuring out what media and cadence made the best economic sense more accessible.
Jay Fontanini
Revenue Optimization
Tailored to meet your team’s needs.
Maximize results from all lead types: 1st party, 3rd party, and partner.
Unlock the value of quotes that did not previously buy.
Tools to match your qualitative and quantitative research objectives and budget.
Grow your revenue from existing customers while protecting your brand.
Stop wasting your sales team’s time on unqualified leads.
Fill your sales agent’s schedules with qualified prospects.
Increase customer loyalty, improve customer retention, and reduce cost of service.
Improve customer satisfaction, streamline processes, and save valuable agent time.
If you are buying or generating leads for your business, we can help you. Fill out the form or give us a call at
Insurance
Mortgage
Education
Loans
Legal Services
Home Services
Customer Acquisition
Follow-Up On Quote
Cross-Sell
Lead Qualification
Survey
Appointment Setting
Feature Activation
Claims and Customer Service
