Stop Buying Leads Like Individual Agents. Start Acquiring Customers Like an Agency.
See how growing life insurance organizations are replacing fragmented lead buying, follow-up, and reporting with one centralized acquisition operating system.
Overview video — add your VSL URL when ready.
You Built an Agency. Customer Acquisition Still Runs Like 30 Separate Businesses.
Recruiting, training, carriers, compensation, and leadership are centralized. Finding customers is still each producer's individual project.
Centralized
- ✓Recruiting
- ✓Training
- ✓Carrier relationships
- ✓Compensation
- ✓Leadership
Fragmented
- ×Lead sources
- ×CRM usage
- ×Follow-up
- ×Marketing spend
- ×Attribution
- ×Reporting
A Better Lead Source Doesn't Fix A Broken Acquisition Process.
The record still arrives alone
A purchased lead carries no follow-up, no routing logic, and no reporting behind it.
Response time is still manual
If the producer is on an appointment, the opportunity waits.
Attribution stops at CPL
Vendor reporting ends where agency economics begin — issued AP, CAC, and ROAS.
Every producer buys differently
Different sources, different quality, different cost, no comparability.
No process standardization
Two producers can get identical leads and run completely different workflows.
Nothing compounds
Each month restarts. No feedback loop is built from issued outcomes.
One Engine The Whole Organization Runs On.
01
Traffic
02
Lead
03
AI
04
Agent
05
Appointment
06
Issued Policy
07
AP / CAC / ROAS
From Fragmented Lead Buying to Agency-Wide Acquisition
Before Lead-In
- Every rep finds their own lead source
- Agents jump between vendors
- Multiple CRMs and workflows
- Leads fall through the cracks
- Marketing reports stop at CPL
- Leadership guesses why reps win
- New agents have to figure out marketing
After Lead-In
- One centralized acquisition engine
- One standardized operating process
- AI begins follow-up immediately
- One CRM and agent workflow
- Track spend through issued AP
- Rep-level performance visibility
- New producers plug into infrastructure
One System From Click to Issued Policy.
Acquire
Centralized paid acquisition, compliant creative, campaign management, and optimization.
Distribute
Automatically route opportunities across participating producers.
Engage
AI immediately follows up, qualifies, answers common questions, books, and reschedules.
Convert
Agents work inside one standardized CRM, pipeline, calendar, and process.
Measure
Track spend → leads → appointments → issued policies → AP → CAC → ROAS.
Improve
Compare producer behaviors and outcomes to identify what top reps are doing differently.
Know Exactly Where The Money Breaks.
Agency economics and producer-level leading indicators in one operating view.
Ad Spend
$0
Leads
0
CPL
$0.00
Appointments
0
Shows
0
Issued Policies
0
Total AP
$0
CAC
$0.00
ROAS
0.00x
Producer-level performance
Example dashboard| Producer | Speed to Lead | Call Attempts | Total Dials | Appt Rate | Show Rate | Issued AP | CAC | ROAS |
|---|---|---|---|---|---|---|---|---|
| Producer A | 1m 12s | 9 | 412 | 34% | 78% | $61,200 | $311 | 4.9x |
| Producer B | 4m 38s | 6 | 288 | 27% | 71% | $44,800 | $382 | 3.9x |
| Producer C | 22m 05s | 3 | 141 | 14% | 52% | $18,300 | $726 | 1.8x |
| Producer D | 51m 40s | 2 | 96 | 9% | 44% | $9,700 | $1,041 | 1.2x |
AI Handles The Delay. Your Agents Handle The Conversation.
- 01
Immediate two-way SMS
The conversation opens within seconds, not hours.
- 02
Qualification and FAQs
Fit criteria confirmed and common questions answered.
- 03
Booking and reminders
Appointments set on the assigned producer's calendar.
- 04
Rescheduling and follow-up
No-shows rebooked and unworked records re-engaged.
- 05
Human escalation
Handed to the producer the moment a live conversation is warranted.
Adding Your 31st Agent Shouldn't Mean Adding Your 31st Marketing Problem.
The acquisition infrastructure should become more valuable as your agency grows — not more chaotic.
10
Producers
25
Producers
50
Producers
100
Producers
Built For Agencies Ready To Operate Like Agencies.
Ideal for organizations that
- ✓Have 10+ active producers or a clear path to that level
- ✓Want centralized acquisition
- ✓Want visibility into marketing and producer performance
- ✓Want agents working one standardized process
- ✓Can support meaningful media spend
- ✓Care about CAC and issued AP more than screenshots and anecdotes
Not designed for organizations that
- ×Want every producer using a different system
- ×Want custom software built from scratch
- ×Only care about finding the cheapest leads
- ×Want guaranteed CPLs or sales results
- ×Refuse standardized operating processes
See What Happens After The Lead.
Reported by partner organizations and producers running inside the system.
Issued business
$205,036
One month, single organization
Policies closed
147
One month, single organization
Average policy
$1,395
One month, single organization
Producers posting
<10
Self-reported in channel
First campaign: ad spend vs. business written
Individual producers, first spend cycle
Producer A.V.
Apr 2026
9.5x return on first spend
Producer J.F.
Apr 2026
10.0x return on first spend
Producer D.S.
Mar 2026
35.2x return on first spend
Reported by the partner organization from internal sales postings. Producer names abbreviated. Individual results vary and are not a guarantee of future performance.
Producer of the week
Single producer, one reporting cycle — measured click to issued policy
Lead metrics
Total leads
253
Cost per lead
$13.04
Lead-to-close
5.53%
Sales metrics
Policies closed
14
Cost per sale
$235.60
Avg policy size
$2,649.36
Customer acq. cost
$235.60
Return on ad spend
Total ad spend
$3,298.35
Total revenue
$37,091.10
ROAS
11.25x
Turn Customer Acquisition Into Agency Infrastructure.
Applications are reviewed for producer count, current acquisition model, and media capacity before a strategy call is scheduled.