Company
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Company
Year Founded
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Founder
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Founder's Message
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Number of Employees
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Headquarters
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Phone Number
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Website
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Facebook
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Instagram
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LinkedIn
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Tiktok
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Youtube
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Email
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Review Rating
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Overview
What lines of insurance are their leads?
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What lead types do they offer?
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Is there a setup fee?
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Is there a 1st time buyer incentive?
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What delivery method do they use? CRM or LMS, sheets
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Leads distinguishment
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Digital
Ad platforms used
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Can the agent customize the ad copy/script that's used?
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Targeting
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Number of data points
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Price per lead
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Discount for bulk/recurring orders?
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Auto recurring order program available?
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Exclusive to agent?
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Are their leads aged or new?
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Advertised delivery timeline
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Spanish?
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Calendly integration?
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Refund policy
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Replacement policy
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Anything special or different about xyz's digital leads?
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Live Transfers
How did the lead get on the phone?
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Price per lead
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Agent can turn off on short notice?
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Bulk order discount?
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Advertised delivery timeline
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Spanish?
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Refund policy
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Anything special or different about xyz's live transfers?
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Direct Mail
Agent can run counts themselves online?
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Agent can specify demographics
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Agent can customize the mail piece's ad copy?
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Price per 1000 pieces mailed
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Fixed lead price program available?
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Exclusive to the agent or shared?
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Auto recurring order program available?
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Discount for bulk/recurring orders?
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Advertised delivery timeline
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Spanish?
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Refund policy
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Anything special or different about xyz's direct mail?
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