Life Insurance
Nobody wakes upwanting lifeinsurance. Theywake up worriedabout someone.
Life insurance leads convert when the agent understands why someone called — a new baby, a mortgage, a health scare in the family. We train for that conversation, not just a coverage-amount script.
3-in-4
leads cite a specific life event as trigger
24/7
Dial coverage
50
States
100%
Calls recorded
3-in-4
leads cite a specific life event as trigger
We generate and qualify leads across term and whole life, screening for the basics that actually predict a sale: age band, health class indicators, coverage motivation, and budget expectations — so your agents aren't quoting someone who was never going to buy.
Every lead includes the context our agent captured on the call, not just a name and number, so your team picks up the conversation instead of starting over.
How we run it
The process,step by step.
Motivation-first qualification
We ask why someone's shopping — mortgage, dependents, income replacement — and pass that context along.
Health class pre-screen
Basic health indicators are captured to match leads to realistic carrier appetite.
Budget-range confirmation
We confirm what a caller expects to pay before your agent builds a quote around the wrong number.
Live or scheduled transfer
Leads move to your team live, or as a booked callback when that fits your process better.
What’s included
Built into every campaign
- Term and whole life campaign options
- Health class and budget pre-qualification
- Call notes included with every lead
- Live transfer or scheduled appointment delivery
Built for
Who we run this for
- Independent life insurance agents
- IMOs and brokerages
- Final expense agencies expanding into life
