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Insurance program 05

Term & Whole Life

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

Discuss This Program →All Insurance Programs
Qualification criteria

What makes a consumer qualified.

A starting list. Most buyers add, remove, or tighten criteria based on what they already know converts — and we adjust as results come in.

01Age
02Coverage amount
03Term or permanent
04Tobacco use
05Self-reported health
06Purpose of coverage
07State
08Contact verification
How screening works

Hard rules, then preferences.

Criteria are written with your agents before launch and split into two lists: hard disqualifiers that are never delivered, and preferences we tune as volume and quality move. Leads that fail screening are not sent and are not billed.

Every lead is SMS-verified before delivery and carries a consent certificate, so your team calls real people who asked to hear from you.

Read: Exclusive vs. shared insurance leadsSend us your criteria
Insurance · Term & Whole LifeExclusive
Age✓
Coverage amount✓
Term or permanent✓
Tobacco use✓
Self-reported health✓
Purpose of coverage✓
SMS verifiedConsent on fileLive transfer

Field set configured per buyer.

Included with every Term & Whole Life lead.

Qualified live transfer

Screened on the phone, then warm-transferred to your agents.

Exclusive delivery

Delivered to your agency alone and never resold.

Verified contact & consent

SMS-verified phone and a consent certificate on every lead.

Written replacement policy

What counts as invalid, the window, and the remedy — agreed before launch.

More in Insurance

Other programs

All Insurance programs
Medicare→ ACA & Health→ Indexed Universal Life (IUL)→ Annuities→ Final Expense→ Auto Insurance→

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.