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.
