Who it's for
This isn't for everyone. That's the point.
We take one advisor per territory and we're measured on booked appointments, so fit matters more than volume.
The ideal advisor
Licensed, established, and ready to take the appointments.
- Licensed insurance advisors and agency owners in the US or Canada
- At least one person who can take booked appointments promptly
- Room in the calendar for more first appointments
- Allowed to advertise under your business brand, or able to get approval
- Already paying for leads or waiting on referrals, and tired of it
Fit check
Good fit vs not a fit.
A good fit
- Someone available to take appointments
- Able to carry a flat fee plus a real ad budget for 90 days
- Wants a pipeline they own
- Focused on one line to start
Not the right fit (yet)
- Wants to buy leads by the piece
- Not licensed where they want to sell
- No one free to sit new appointments
- The extra spend would put the business under pressure
- Carrier won't allow independent advertising
If booking 20 appointments a month into a calendar nobody can cover would cost you money, we'll tell you you're not ready, before you sign, not after.
The two hard requirements
Someone takes the appointments
A prospect contacted in 60 seconds only turns into a client if a person is there to meet them.
A flat fee plus a real ad budget
You carry our monthly fee and at least $75–100 a day in ad spend on your own account. If either would strain the business, now isn't the moment.
Lines we build for
Term and whole lifeFinal expenseMortgage protectionCritical illness and disabilityHealth and benefitsHome and autoCommercial
We start with one line so the ads, questions and follow-up are built for one kind of client, then add the next.
Work out your numbers