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Insurance

Vertical 03 · 7 programs

Medicare, ACA, IUL, annuity, life, final expense, and auto leads from consumers who asked to speak with a licensed agent — screened, consent-documented, and delivered in real time.

Built for
  • Insurance agencies
  • Independent agents
  • IMOs and FMOs
  • Carriers

Live transfers, not raw leads.

Every insurance consumer is screened by our team on the phone against your criteria, then warm-transferred to your agents while they’re still on the line.

Screened liveWarm transferRecord in your CRMData leads on request
Programs

7 programs. One standard.

Each program runs its own screening, creative, and targeting, built around the criteria your agents writes before launch.

01

Medicare

Connect licensed agents and agencies with Medicare-eligible consumers who asked to discuss Medicare Advantage, Supplement, or Part D options.

Screening criteria
  • Age or Medicare eligibility
  • Parts A and B enrollment
  • Plan type of interest
  • Current coverage
  • ZIP code and county
  • Enrollment period
  • Preferred contact time
  • Consent to a licensed agent
  • Contact verification
02

ACA & Health

Connect agents and agencies with individuals and families seeking health coverage during Open Enrollment or after a qualifying life event.

Screening criteria
  • Household size
  • Estimated household income
  • Current coverage
  • Qualifying life event
  • Ages of applicants
  • ZIP code
  • Contact verification
03

Indexed Universal Life (IUL)

Connect licensed agents with consumers interested in indexed universal life for protection and long-term cash value, screened on age, goals, budget, and health.

Screening criteria
  • Age
  • Coverage goal
  • Monthly premium budget
  • Existing life coverage
  • Tobacco use
  • Self-reported health
  • Household income range
  • State
  • Contact verification
04

Annuities

Connect licensed agents and advisors with pre-retirees and retirees exploring fixed, fixed indexed, or income annuities, screened on age, investable assets, and goals.

Screening criteria
  • Age
  • Retirement status
  • Investable assets range
  • Source of funds (401(k), IRA, savings)
  • Goal: growth, income, or protection
  • Time horizon
  • State
  • Contact verification
05

Term & Whole Life

Connect agents and carriers with consumers seeking term or permanent life coverage, screened on age, coverage amount, and self-reported health.

Screening criteria
  • Age
  • Coverage amount
  • Term or permanent
  • Tobacco use
  • Self-reported health
  • Purpose of coverage
  • State
  • Contact verification
06

Final Expense

Connect final expense agents with older consumers planning for burial and end-of-life costs, screened on age, health conditions, and coverage amount.

Screening criteria
  • Age
  • Coverage amount
  • Major health conditions
  • Existing coverage
  • Beneficiary
  • Bank account for drafts
  • State
  • Contact verification
07

Auto Insurance

Connect agencies and carriers with drivers shopping for auto coverage, screened on current insurance, vehicles, drivers, and driving record.

Screening criteria
  • Currently insured
  • Current carrier and tenure
  • Number of vehicles
  • Number of drivers
  • Driving record incidents
  • Homeowner status
  • Coverage desired
  • ZIP code
  • Contact verification
Every lead includes

What lands in your CRM.

Every insurance lead arrives with the screening answers your agents asked for, a verified number, and the consent record behind it.

✓Warm live transfer to your team, screened on the call
✓Exclusive delivery to one buyer — never resold
✓Your screening answers, each in its own field
✓SMS-verified phone number
✓Consent record with a certificate link
✓Submission and delivery timestamps
✓Campaign source for attribution
Insurance · MedicareExclusive
Age66
Parts A & BEnrolled
InterestMedicare Advantage
CountyHillsborough, FL
ConsentLicensed agent
SMS verifiedConsent on fileLive transfer

Illustrative records. Field sets are configured per buyer; values are placeholders, not client results.

Compliance

Built for the rules of insurance.

01

Not an insurance agency

We do not sell, quote, or recommend plans. Every lead is a consumer who asked to speak with a licensed agent.

02

Medicare marketing standards

Medicare creative is built around CMS rules for third-party marketing organizations, including required disclaimers. Confirm current CMS requirements with your compliance team.

03

Documented consent

Consent language covers calls and texts from a licensed agent, and a certificate is stored with every lead.

04

Enrollment-aware planning

Medicare and ACA volume is planned around enrollment periods and qualifying life events, so you know what to expect each season.

General information about how we run campaigns, not legal or compliance advice. Buyers remain responsible for the rules that apply to their own business.

Resources

Insurance reading

All insurance articles
InsuranceWhat Makes an IUL Lead Qualified?Read article → InsuranceAnnuity Leads: Assets, Age, and Time HorizonRead article → InsuranceMedicare Leads and ComplianceRead article →

Let’s fill your pipeline.

Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.