Leads and CRM

Prospects and Systems That Drives Results.

Activity drives sales and requires compliant prospects to call. If you are in the Health Insurance, Life Insurance, Annuity, and Financial Services industries, we can source prospects or leads, contact them and convert them to appointments or transfers using your value proposition, our resources, telephony, and Customer Relationship Management (CRM).

Features

Jornaya and Trustedform Leads
They are leads of individuals that have either:
A. Searched for or been displayed an ad and completed a form for information.
B. Been emailed or displayed an ad on social media and filled out a form for information.
Sustainable Engagement

We help you connect with your prospects, leads, or clients by creating personalized campaign management based on your needs. Our engagements lead to direct response, appointment or transfer.

Lead Generation

We can help you acquire leads in the marketplace that are Jornaya and Trustedform certified.
We can run a campaign for you.

Website Support & Maintenance

We will help you get started with your business by building your own website. We have a team who will help you keep your website in tip-top shape around the clock. We will provide your company with a custom and comprehensive website maintenance plan that helps your business deliver a fast, secure, and seamless online experience.

LEADS

  • Health Insurance, Life Insurance, Annuity, and Financial Services Industries
  • EXCLUSIVE leads for 30 days. These are not shared in those 30 days.
  • REAL-TIME Fill forms. These are not aged.
  • Jornaya or TrustedForm IDs.

What kind of leads?

They are leads of individuals that have either:
  • Search and Premium Display leads – searched for or been displayed an ad and completed a form for information.
  • Email and Social leads – have been emailed or displayed an ad on social media and filled out a form for information.
  • Final Expense Leads – are prospects interested in Final Expense but may have requested info on term insurance too.

How to have Medicare, Life or Final Expense leads?

  • Select to the county level
  • Should select 3-6 counties within a state
  • Must be large numbers of states or national campaign
  • $15 – Premium Display
  • $9 – Social and Email
  • $15 – Search
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