Real Results. Real Agents. Massive ROI.
Discover how new and tenured agents are scaling their books of business using our high-intent aged leads.
Featured Success Stories
1. The Rookie Launch (Life Insurance)
- Agent: Sarah J., Licensed 3 Months
- The Challenge: High overhead costs from real-time leads were burning through her startup capital.
- The Strategy: Purchased a bulk pack of 90-day-old Life leads to practice her script and volume-dial.
- The Result: Closed 4 policies in her first week, totaling $5,200 in AP, with a lead spend of only $250.
2. The Final Expense High-Volume Play (FEX)
- Agent: Marcus T., Tenured Agent (10+ years)
- The Challenge: Stagnant growth in a competitive local market.
- The Strategy: Integrated a 1,000-lead-per-month aged FEX funnel into his agency’s automated dialer.
- The Result: Sustained a 15x ROI over six months by focusing on the “second wave” of interest from seniors.
3. The Medicare Open Enrollment Sprint (Health)
- Agent: Linda R., Independent Broker
- The Challenge: Needed a massive pool of prospects for AEP without the $50+ per lead price tag.
- The Strategy: Targeted 30-day aged health leads specifically for Medicare Advantage supplementals.
- The Result: 42 new enrollments in 30 days. Total lead cost: $800.
4. The “Second Chance” Life Script (Life)
- Agent: David W., Mid-Career Agent
- The Challenge: Frustration with “no-shows” from expensive live transfers.
- The Strategy: Focused exclusively on leads that were 6 months old, using a “checking in on your previous inquiry” approach.
- The Result: Found that 1 in 20 leads hadn’t actually bought a policy yet. Average monthly profit increased by 25%.
5. Building a FEX Empire (FEX)
- Agent: James & Elena, Agency Owners
- The Challenge: Recruiting new agents who couldn’t afford expensive leads.
- The Strategy: Built a training “boot camp” centered around aged FEX leads to teach closing skills.
- The Result: Scaled their agency from 2 to 12 agents in one year using the aged lead profitability model.
6. The Health Insurance Pivot (Health)
- Agent: Kevin L., Former P&C Agent
- The Challenge: Switching from P&C to Health and needing immediate cash flow.
- The Strategy: High-frequency dialing of aged health leads (under 60 days old).
- The Result: Generated $12,000 in commissions in his first 60 days with a total lead investment of $1,200.
7. The Mortgage Protection Specialist (Life)
- Agent: Samantha P., Life Specialist
- The Challenge: Mortgage Protection leads becoming too expensive in her zip code.
- The Strategy: Shifted to aged Life leads with “Homeowner” filters.
- The Result: Found a “Gold Mine” of homeowners who missed the first wave of calls but were still unprotected. ROI: 1200%.
8. The FEX Weekend Warrior (FEX)
- Agent: Robert G., Part-time Agent
- The Challenge: Only has 10 hours a week to work the phones.
- The Strategy: Used a targeted list of 100 aged FEX leads per week.
- The Result: Consistently closes 1-2 deals every Saturday morning, adding an extra $3k/month in income.
9. The Digital Health Nomad (Health)
- Agent: Chloe M., Remote Agent
- The Challenge: Needed a low-cost way to test new states.
- The Strategy: Bought aged health leads across 5 different states to see where the pick-up rate was highest.
- The Result: Identified 2 “low-competition” states and now dominates those markets using bulk aged data.
10. The Life Insurance Compounder (Life)
- Agent: Michael B., Agency Principal
- The Challenge: Looking for long-term retention and cross-sell opportunities.
- The Strategy: Used aged life leads as a “foot in the door” for comprehensive financial planning.
- The Result: Not only closed life policies but moved $1.2M in AUM (Assets Under Management) from leads originally purchased for $1.50 each.
Why These Agents Succeeded
- Persistence: They understood that aged leads require more dials but offer higher margins.
- The Script: They used a “follow-up” approach rather than a “hard sell.”
- Volume: They treated the leads as a numbers game, knowing the ROI is in the bulk.
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