Agency Plan

Built for Agencies That Want a System for Their Agents Not Just Leads

This is a fit if you want:

  • A done-for-you system your agents log into and use

  • Leads that are automatically nurtured via text, email, and follow-up

  • You want to own your marketing instead of relying on lead vendors

  • You want pre-qualified conversations, not internet tire-kickers

  • A way to support new and underperforming agents

  • To sell leads at a discounted rate to your agents

This is especially powerful if:

  • Your agents are busy, part-time, or inconsistent

  • You’re scaling and need process > personalities

  • You want uniform messaging and compliance across your team

How Lead Theory Builds Your Lead Engine

Step 1 : Products, Carriers and Niches Assessments

  • Products you sell (life, Roth, annuities, IULs, retirement solutions)

  • Carriers you work with and any compliance requirements

  • The exact lead types you want to close

  • Preferred niches and demographics (e.g. veterans, teachers, union members, retirees)

This ensures every system is built around what you actually sell, not a generic template.
To change and reuse text themes, go to Site Styles.

Step 2 : Lead Source Activation

  • Real-time, Phone Verified, Exclusive leads

  • Funnels designed for specific lead type(s) / intent

  • Messaging aligned with agency and product guidelines

This ensures every lead is directly requesting the product(s) you sell

Step 3 : Lead Quality Test

  • See lead quality firsthand

  • Verify contact rates and intent

  • Build confidence before expanding volume

No guessing. No blind commitment. We value 100% transparency

Step 4 : Branded Lead Store for Your Agency & Niches

  • Your logo, messaging, and compliance language

  • Specific products / niches your agents serve (veteran IUL, teacher Roth, seniors Annuities, etc.)

  • We handle / deliver the orders instantly in real time

You as the agency owner receive a % of each lead sale

CONTACT US

OUR COMPANY

HELP CENTER

© Copyright 2026. Lead Theory. All Rights Reserved.