Why it matters
Warm leads convert better than cold contacts because the person already took a step toward coverage. Still, interest in a form does not always equal consent to be called. Agents should check what the person agreed to, and whether the number is on a Do Not Call list. An established business relationship can allow some calls under federal rules, but the time limits are short. Rules differ by state, so agents follow their agency's compliance guidance.
Source: law.cornell.edu
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