Core
For individual agents and small shops
$399/month
One market, one product, one custom campaign. Leads land in a simple inbox or your own CRM.
Start with CoreStop renting leads. Start owning them.
We run your Meta ads and send exclusive leads straight into your CRM. You pay for the ads and one flat monthly fee. There are no per-lead charges, and no list of competing buyers.
For life insurance agents, agencies, and solar teams. Results vary by market and budget, and we don't guarantee lead volume.
Shared lead
Sold to several buyers. You race the other agents to the phone.
Your lead
From your campaign, to your CRM. Yours to work.
Exclusive to youFlat monthly feeNo per-lead charge
Buying leads keeps you renting your pipeline.
When a vendor sells you a lead, you don't see how it was generated, what it cost, or who else got it. When you stop paying, the flow stops.
- SharedOne inquiry can go to several agents. The fastest caller usually wins.
- PriceyExclusive leads cost more per lead, and costs rise with competition.
- OpaqueYou often can't see the campaigns, the targeting, or the ad cost behind a lead.
- DependentYour pipeline lives in someone else's system and on someone else's terms.
Buying leads vs. owning the engine.
| Typical lead vendor | OwnYourLead | |
|---|---|---|
| Who gets the lead | Often sold to more than one buyer | Delivered to you at the moment it comes in |
| What you pay | Per lead or per package | Flat monthly fee, plus your ad budget |
| Ad spend | Usually bundled into the lead price | Reported to you every month, with unused spend carried over |
| Where leads go | The vendor's portal or an email | Your CRM, or a lead inbox or CRM we set up for you |
| Reporting | Lead counts | Cost per lead, cost per qualified lead, contacts, appointments, and customers |
| If you leave | Depends on the vendor's terms | You keep your lead records and can export them |
Some vendors sell exclusive leads. They usually charge more per lead, and you still don't control the campaign behind them.
How it works.
You approve the plan. We do the building, launching, and tuning.
We set it up
You send us your business details and connect your CRM. We build a custom campaign for your product and market, informed by what we know works, and write the lead form.
We launch your ads
We build the creative and targeting, test lead delivery end to end, and launch once you approve.
Leads hit your CRM
Each lead lands in your CRM with the answers to your qualifying questions, so you can call fast.
You see the numbers
Monthly reports show spend, cost per lead, and what happened next. We tune the campaigns from the data.
What's in the monthly fee.
Managed advertising
Campaign setup, creative, audiences, lead forms, and ongoing optimization on Facebook and Instagram.
Lead qualification
Forms built for your product, so you get questions answered up front instead of cold names.
Exclusive delivery
Leads from your campaigns go to you. We don't resell them.
CRM connection
Plug into the CRM you already use, or get a managed workspace with pipeline, alerts, and follow-up.
Plain-English reporting
Cost per lead, cost per qualified lead, contact and appointment rates, and cost per customer.
A fixed price
Your management fee doesn't change when your lead count does. Your ad budget is spent on your campaigns and reported to you every month.
Built for people who sell.
Life insurance agents
Term, whole life, final expense, mortgage protection, and IUL campaigns, built for independent agents and small agencies.
See life insuranceAgencies and IMOs
One lead system for your whole team, with routing rules, territories, and agent-level reporting.
See agency plansSolar teams
Homeowner inquiries for your service area, sent to your sales team. Opening soon, with a waitlist.
Join the waitlistPick a plan.
Management fees only. Ad budget is separate, spent on your campaigns, and reported every month.
Most popular
Complete
For growing producers
$599/month
Everything in Core, plus a custom CRM with automated first contact and follow-up.
Start with CompleteAgency
For multi-agent agencies, IMOs, and FMOs
From $999/month
One lead system for your whole team, with routing and agent-level reporting.
Get agency pricingSuggested starting ad budgets: $1,500 a month for insurance, $2,500 for solar. Setup fees are one-time. Messaging charges, phone numbers, and custom integrations can be billed separately.
Questions people ask first.
Still unsure? Book a call and ask us directly.
Do I really own the leads?
Leads from your campaigns are delivered to you and no one else. You keep access to your lead records under your service agreement, and you can export them if you leave. Ownership has limits. Privacy law, consumer consent, and ad platform rules still apply to how any lead can be contacted or shared.
Is there a per-lead fee?
No. You pay a flat monthly management fee, plus your ad budget, which we spend on your campaigns. We never charge extra for a lead your own campaign generates.
Can you guarantee how many leads I'll get?
No, and we won't promise it. Lead volume and cost depend on your market, product, budget, and season. We report cost per lead, cost per qualified lead, and what happens next, so you can judge results with real numbers.
How much should I spend on ads?
We suggest starting at $1,500 a month for life insurance, final expense, and auto or home insurance, and $2,500 for solar. Larger territories, more products, or faster growth goals usually need more. We refine budgets with live campaign data.
How do I know how my ad budget was spent?
Your ad budget is spent on your campaigns, which run as their own ad sets in our Meta account. Every month we send a report showing what was spent. Any unused amount carries over to the following month.
Do I need my own CRM?
No. Core includes a simple lead inbox where every lead lands with its status and notes, or we can deliver into a supported CRM you already use. Complete adds a custom CRM with automated first contact and follow-up. You can take your data with you if you leave.
What counts as a qualified lead?
We agree on the definition with you before launch. A raw lead is anyone who submits a form. A qualified lead meets the criteria you set, such as location, coverage interest, or homeownership. A qualified lead isn't a guaranteed appointment or sale.
Who handles licensing and compliance?
Your ads follow ad platform rules and insurance advertising requirements, and we review them before launch. You stay responsible for your licenses, your follow-up, and how you contact leads.
What happens if I cancel?
Cancellation and offboarding terms are written into your service agreement. Your lead records can be exported, and any unused ad budget is handled under your service agreement.
What if I want to advertise in more than one city or market?
Core and Complete each cover one market. If you need multiple markets, our Agency plan is built for that, with campaigns by market and product line. Tell us where you want to run and we'll scope it with you.
Run your own lead engine.
Tell us your market and budget. We'll show you what a managed campaign looks like before you spend anything.