Lead Generation Packages

Basic

  • Commitment: 2-week minimum

  • Lead Type: Final Expense

  • Guaranteed Minimum Leads: 20 per week (no cap)

  • Lead Flow: Varies; Agents average 30-50 leads per week

  • Lead Source: Facebook & Instagram

  • Verification: No SMS Verification

  • Leads at Cost: You receive leads at the cost they are generated

  • Scaling Factor: The more states you’re licensed in, the more leads we can generate.

  • Key Benefit: More leads = more opportunities = more closed deals

What You Get:


• Access to a marketing team (funnel design, graphics design, video editing)

• Customization of submitted videos

• Phone scripts, sales training, and community access

• Admin support and bi-weekly performance updates

• Campaign tracking and optimization

• Strategy consultation to improve performance

Pro

  • Commitment: 2-week minimum

  • Lead Type: Mortgage protection, IUL

  • Guaranteed Minimum Leads: 20 per week (no cap)

  • Lead Flow: Varies; Agents average 22-27 leads per week

  • Lead Source: Landing Page

  • Verification: SMS Verified

  • Leads at Cost: You receive leads at the cost they are generated

  • Scaling Factor: The more states you’re licensed in, the more leads we can generate.

  • Key Benefit: High-intent leads for serious agents

What You Get:


• Access to a marketing team (funnel design, graphics design, video editing)

• Customization of submitted videos

• Phone scripts, sales training, and community access

• Admin support and bi-weekly performance updates

• Campaign tracking and optimization

• Strategy consultation to improve performance

APEX Retainer

  • Commitment: 3-month contract (month-to-month after)

  • Lead Type: Any lead type you need (Final Expense, Mortgage Protection, IUL, Annuities, Veterans, Health, etc.)

  • Lead Flow: Unlimited—leads at cost, no per-lead pricing

  • Lead Source: Custom Landing Pages & Funnels

  • Verification: Fully Custom Lead System

  • Comprehensive Marketing Team:

• Custom Funnel Design (built and managed for you)

• Landing Page Creation & Optimization

• Full Agency Branding (logos, graphics, rebranding assistance)

• Custom CRM Setup & Integration

• AI Chatbot, AI Voice & Text Messaging (Additional fees apply for AI features)

• Website Build-Out (if needed)

• Ongoing Video Editing & Ad Creative

• Marketing Strategy Sessions

• One-on-One Onboarding for Your Agents

  • Lead System Control: You control lead distribution within your agency

  • Scalability: No limits on the number of agents using the system

  • Key Benefit: Your own in-house marketing team without the overhead

What You Get:


• Access to a marketing team (funnel design, graphics design, video editing)

• Customization of submitted videos

• Phone scripts, sales training, and community access

• Admin support and bi-weekly performance updates

• Campaign tracking and optimization

• Strategy consultation to improve performance