Question 1

How is this different from buying leads?

Accepted Answer

A lead is a name you have to chase, often shared with other agents. We run ads under your business brand, contact every inquiry within 60 seconds, confirm they're a fit, and book them into your calendar. You only spend time with people who booked in to speak with you.

Question 2

What counts as an appointment?

Accepted Answer

Someone who books in to speak with you.

Question 3

What does it cost?

Accepted Answer

A flat monthly fee, plus your own ad budget of at least $75–100 a day, paid directly to Meta from your account. We go through the exact fee with you on the strategy call.

Question 4

How exclusive is exclusive?

Accepted Answer

One advisor or agency per territory. We never run the same system for a competitor in your area, and your inquiries are never shared or resold.

Question 5

Do you work in the US and Canada?

Accepted Answer

Yes. We work with licensed advisors in both, and campaigns only target the states or provinces you're licensed in.

Question 6

How fast can we go live?

Accepted Answer

Within five days of signing. You'll have your client portal and a private Slack channel from day one.

Question 7

What do you need from me?

Accepted Answer

A short onboarding form, access to your Facebook page and ad account, sign-off on the ads, someone to take the booked appointments, and a quick update on which appointments turn into business so we can aim the campaigns at more people like them.

Question 8

My carrier or agency has marketing rules. Can I still do this?

Accepted Answer

Possibly. Some carriers restrict independent advertising or require approval. We check yours on the first call. If it's a blocker we'll say so, and where it makes sense we can start by reactivating the contacts you already have.

Question 9

Is this TCPA and CASL compliant?

Accepted Answer

Every inquiry gives express consent on the form before we contact them, and every text and email includes a way to opt out. We build that in from day one. You remain responsible for your own licensing, carrier and regulatory obligations.

Question 10

Which lines of insurance does this work for?

Accepted Answer

Term and whole life, final expense, mortgage protection, critical illness and disability, health and benefits, home and auto, and commercial. We start with one line.

Question 11

Do I own the contacts?

Accepted Answer

Yes. The CRM, the contacts and the data are yours. If you stop working with us, you keep everything.

Question 12

What happens after 90 days?

Accepted Answer

It continues month to month, with 30 days' written notice to stop.

Question 13

What should I bring to the strategy call?

Accepted Answer

Your average first-year commission per new client, your close rate on first appointments, and how many extra appointments your team could take each month.

Questions advisors ask.

One advisor per territory.