Digital Lead Generation & Lead Delivery
Performance-driven lead programs for insurance agencies – delivered in real time, tracked end-to-end, and optimized for cost per outcome
A) Form Leads
Landing pages and lead forms designed to convert. Leads are validated and delivered to your CRM or inbox with required fields.
B) Inbound Call Leads
Campaigns optimized for phone calls with tracking numbers, recordings, and reporting for call quality.
C) Appointment Leads
Qualified inquiries scheduled into your calendar or routed to your team for booking.
D) Direct Traffic Delivery
Targeted paid traffic to your offers with UTM tracking and conversion measurement.
Delivery designed for agencies and individual operators
- Leads can be routed exclusively to one buyer or distributed across teams via round-robin. Delivery can
be automated using webhooks or CRM integration to reduce response time
Before launching, we define lead acceptance criteria such as geo targeting, required fields, duplicate handling, invalid lead reporting windows, and shared vs exclusive definitions
- Location and eligibility filters (as defined by client program)
- Required fields (name, phone, email, zip/state, etc.)
- Duplicate policy window (e.g., 30-60 days)
- Invalid lead dispute window (e.g., 24-72 hours)
- Exclusive vs shared definitions
- Spend, CPL, cost per inbound call, cost per appointment
- Conversion rate (click to lead)
- Lead delivery speed
- Dedupe rate and lead validity rate
- Optional: lead-to-sale feedback loop (if client shares outcomes)
