Leads, the Life Blood of your Agency

Our marketing team is always on the hunt for the freshest lead programs and working with our partners to put them in your hands. Check out our current offers below.

Annuity Appointment Leads

Offering appointments with:

  • Public College/University professors

  • State Employees

  • Federal Employees

How it works:

Prospects interact with email marketing and are exposed to content offering a retirement/pension review with a knowledgeable agent who can assist them with effectively planning for their retirement. Agents can educate them on how to fill any possible gaps at retirement, how to consolidate retirement accounts, how to save on taxes, leverage IUL, life insurance etc. Upon entering their information, they will then book a time to meet with you and discuss their retirement concerns. These are all virtual appointments and will be conducted over the phone and Zoom.

What the prospect sees:

Email campaign offering retirement/pension review with a knowledgeable agent. Scheduling page to enter their Email, name, phone number, job title, and write in what their specific retirement concerns are and book their appointment with you.

What the agent gets:

Uncapped appointments per month set for you. Show up rate is 90%. Statewide marketing in 1-3 of your licensed states(marketing is not set to zip codes or a certain mile radius from your office as these are virtual appointments only) Access to a back office calendar to set your availability. State-specific resource hub to tailor recommendations to the prospects’ state. Integration with your calendar to schedule appointments and prevent double booking and booking on off hours. Appointments generated for you, so you can leave the prospecting to us. Appointments generated exclusively for you, never recycled.

How long has this program been running and how many agents approximately do you have in it? 

9 months (as of 5-1-23). There are approx. 15-25 agents in at any moment.

Are there specific states you gather leads from and states you exclude? 

Program includes all states except Indiana.

What happens if they cancel/no show?

If prospect cancels the appointment, you are not charged for the appointment.

What is the average case size?

We see an average of $85-125K per close. The focus is on a consistent close, which is done by targeting higher educated people like professors, doctors, etc. who have a higher intent if they take the time to fill book their own appointment with you.

How long does it take to onboard and agent and when would they expect to start seeing appointments on their calendar?

7-10 business days to onboard and 2-3 business days after, appointments will start showing up(scheduling is allowed up to 7 business days out)

Do you have a limit to how many agents can be enrolled in a state?

There are limits that can change based on the size of the state, how many agents are already active and how may appointments they’re taking. This is why an agent needs to have minimum of 3 non-resident licenses, so if there is a pause on a state you’ve got more options to pull leads from

Do agents have the ability to meet these clients in person via the appointment setting process or is it virtual only?

Agent can request a face-to-face meeting if it’s revealed during the first appointment the prospect is local, but the marketing doesn’t speak to in person meetings.

Does the booking page ask about asset level and type?

No, that has been tested and has been shown to scare people away because they’re thinking “they’re only after my money.”

How may hours per week should I set aside? 

We recommend having at least 20 hours per week available so that you’re giving people more options to fit an appointment with you into their schedule. Having less than 20 will slow down your lead flow.

How do I stop the appointments if I need a break?

To stop the appointments, you can go into your calendar inside the program and block your availability for as long as you need. This makes it impossible for the system to book people with you for your specified period of time.

Direct Mail

These are filled out by hand or "QR code" scanned leads that have been directly mailed to prospects turning the age 50 or above for Final Expense and home owners for Mortgage Protection. We leverage our vendor's mail houses, systems, and processes to bring these high intent leads directly to you on a cost per lead basis.

Digital Leads

These are real time leads sourcing from various online platforms. These are prospects that have shown real intent and interest in purchasing or learning more about life insurance. We collect 13 different data points for each prospect to help you relate and connect with each prospect. *Full state only

Contact Us

4900 Centennial Blvd

Ste 300

Nashville, TN 37209