Agency Plans

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

What types of leads do you offer?

We currently generate:

- Final Expense Leads

- Indexed Universal Life (IUL) Leads

- Roth IRA / 401(k) Rollover Leads

Each lead type uses its own tailored ad messaging to attract high-intent prospects.

More Lead Types Coming Soon!

Are the leads exclusive to me?

Yes. Every lead you purchase is 100% exclusive to you forever. We never resell, recycle, or share your leads with other agents. Once it’s generated, it’s yours and only yours.

How are these leads generated?

We generate all leads through Digital marketing, mainly Facebook and Instagram Lead Forms. Each campaign uses highly targeted ads with images and videos tailored to Final Expense, IUL, or Roth IRA audiences. Leads answer a multi-question form and, always verify their phone number using an OTP code before submitting

What customized follow-up features do you offer?

We offer two powerful customization options designed to increase your contact rates and boost appointments:

1. Inbound Call Option

With this feature, leads are prompted to call you directly the moment they submit the form.
They see your phone number instantly, giving you a surge of real-time inbound calls from high-intent prospects. This is ideal for agents who want immediate conversations and fast conversions.

2. Automated Appointment Scheduling

Prefer booked appointments over live calls?
We can automatically send each lead your personal scheduling link by text, allowing them to book directly on your calendar. This creates a seamless, hands-off appointment flow and ensures your calendar stays full without manual outreach.

How fast do I receive the leads?

Leads are delivered instantly in real time. As soon as the prospect submits their form, you receive it in a google spreadsheet or your CRM, and they receive your text message immediately.

Do we offer aged or shared leads?

No. We only deliver fresh, exclusive leads generated in real time. Absolutely no aged, shared, or recycled leads.

What is your lead replacement policy?

We offer a fair and straightforward replacement policy to protect the quality of your order:

- We will replace any lead that comes in from a state you did not request.

- We will replace any lead where the phone number is no longer in service.

All leads are phone-verified through a secure OTP code before delivery, so disconnected or incorrect numbers are very rare. Occasionally, a number may slip through, which is why we offer replacements in those cases.

Because all leads are real people who voluntarily submit their information, we do not replace leads simply because they don’t convert. Replacing non-converting leads would be unsustainable.

Our goal is to ensure you receive high-quality, accurate leads in your chosen states, while keeping exclusivity and fairness intact.

Do you call my leads for me?

Not at this time. Currently, all leads are delivered to you in real time, and you handle outreach directly. This ensures every lead is connected with their dedicated agent immediately.

Coming soon: We are exploring a call center option that could allow leads to be contacted on your behalf, giving you an additional way to connect with prospects instantly.

Our Partner Plan: Feature You, Front and Center

With our Partner Plan, you’re not just buying leads — you become the face of your campaigns. We build a fully customized funnel that showcases you directly in the ads. This personalized approach ensures higher engagement, stronger connections, and more booked appointments — making every lead more likely to convert.

Have Questions? Speak With Our Team Today

Not sure which lead type is right for you, or want to learn how our exclusive, customized leads can grow your business? Schedule a quick discovery call with one of our specialists. We’ll walk you through our process, answer all your questions, and help you get started with leads that deliver real results.

CONTACT US

443-699-3516

Hours:

Mon-Sat: 8am - 10pm CT

Sun: 11am - 6pm CT

Text Us:

Message 443-699-3516

Keyword SKYKEY

Data Rates May Apply

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