Age and health status filtering to match underwriting guidelines
Coverage amount preferences ($100K, $250K, $500K, $1M+)
Term vs. permanent policy interest identification
Bundle opportunity identification (life + disability, life + critical illness)
Tobacco use and health information for accurate quoting
Family status and financial obligations for needs analysis
01
We reach prospects through financial planning content, coverage calculators, and family protection messaging to identify those seeking life insurance.
02
Prospects indicate desired coverage amounts, policy types, health status, and budget parameters through detailed questionnaires.
03
We collect age, tobacco use, health conditions, and other underwriting factors to ensure insurable prospects.
04
Qualified leads are delivered to licensed agents with complete information for accurate quoting and needs-based selling.
Leads include those shopping for term life, whole life, universal life, guaranteed universal life, and final expense insurance products.
We collect information on age, tobacco use, pre-existing conditions, medications, and family health history to ensure prospects are insurable under standard or preferred rates.
Yes, we can filter leads by desired coverage amounts ranging from $25K final expense policies to $5M+ high-net-worth protection needs.

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