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

We start by understanding your agency at a deep level:

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.

Step 2 : Lead Source Activation

We activate compliant lead sources tailored to your products and target niches, including:

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

Before scaling, we send a test batch of real-time, exclusive leads directly to you the agency owner.

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

Once validated, we build a custom lead store branded to your agency, designed around:

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

Lead Partner Not a Lead Vendor

We’re more than just a lead vendor we’re your lead partner. We customize the lead experience to match your approach, ensuring every prospect is familiar with you before you even make contact. This builds trust, increases engagement, and helps you close more deals.

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Frequently Asked Questions

Are the leads exclusive?

Yes - you're the only one who ever gets them.

How quickly are they delivered?

We generate and deliver every lead in real time — never aged, never shared.

You’ll select your preferred daily lead volume when ordering, and while we can not guarantee a certain amount of leads each day, we’ll do everything possible to meet your target.