Everything you need before starting.

You send us the lead database you already own. We review it, prepare the contacts that are eligible for outreach, and follow up with them through the channels you've agreed to — referencing the coverage they originally asked about.

When a prospect responds and wants to talk, we confirm their availability and the appointment goes on your calendar with the lead details attached. You show up and sell.

Mortgage protection, final expense, term life and IUL. Aged internet leads, old direct mail, purchased lists, lapsed policyholders and orphan policies all work. There's no minimum database size — we'll tell you on the call whether what you have is worth working.

No. A spreadsheet export works fine — CSV or Excel. We'll confirm the field mapping with you before anything goes out. If you do use a CRM, we'll work from an export of it rather than asking you to change systems.

Yes — that's the whole service. We run the follow-up, handle the back-and-forth, confirm availability, and place the appointment on your calendar. You don't dial, you don't chase, and you don't manage a sequence.

A prospect who has responded, expressed interest in discussing coverage, and confirmed a specific time with us — so when you pick up the phone you're talking to someone who already knows why you're calling. We're qualifying for genuine interest and availability, not pre-qualifying health, suitability or ability to pay. That part is still your conversation to have.

If an appointment turns out to be a wrong number, a repeated no-answer, or otherwise unworkable, we replace it at no charge. We also send reminders ahead of the appointment to reduce no-shows. We can't guarantee any individual prospect will attend — people cancel — but you shouldn't be paying for an appointment that was never workable.

Yes. You can order direct-mail campaigns through us by county, starting at a 500-piece minimum, and the responses come back into your account where the system works them like any other lead. You own every response. Per-piece pricing is published on the Pricing page.

$150 a month. That is the whole system — unlimited leads loaded, campaigns running, replies confirmed, appointments booked. No setup fee, no contract, month-to-month, cancel whenever you want.

The only other thing you would ever pay for is direct mail, if you want new leads sourced for you. That is priced per piece and published on the Pricing page.

Campaigns go live within 48 hours of us receiving your list and agreeing the approach. How fast appointments land after that depends on list size, list age and your own availability — we'll set realistic expectations against your actual list before you commit to anything.

We only work lists you own and have the right to contact. Before any outreach we check consent status, scrub against your suppression list, and honor do-not-call registrations and prior opt-outs.

Not every record in a database is eligible — age, source and consent status all matter, and some contacts will be excluded. You remain the owner of the relationship and the data throughout. We'll walk through exactly how your specific list is handled on the demo call.