See the information behind the introduction: contact details, assessment responses, phone verification, and lead documentation.
Exclusive to your agency, never resold
Real-time delivery within 30 seconds
Full contact info: name, phone, email, ZIP
Delivery via email, SMS, or CRM webhook
Coverage type and details included
SMS phone ownership confirmation
VerifiedLeads documentation
TCPA consent documentation included
Illustrative animation with fictional prospect information: a complete term life insurance lead is assembled, phone verified, then delivered to the advisor’s chosen CRM, email or SMS destination.
One complete lead.Delivered anywhere.
Michael AndersonTerm life insurance
Phone
+1 (512) 555-0147
Email
michael@example.com
Coverage
$500,000 USD
Existing cover
Employer only
Contact
Phone
Location
Austin, TX
Lead ready
CRM
New contactMichael Anderson
Email
New lead receivedTerm life inquiry
SMS
New insurance leadMichael · Term life
Lead ROI Calculator.
See what your next lead order could return.
Build your scenario
$35USD / exclusive leadProvisional competitor estimate. Not a TFD quote.
251,000
%
0%100%
Adjust assumptions
USD
$1$300
USD
$50$10,000
Chargebacks & persistency
Use your carrier’s compensation terms. Only the checkbox changes whether these assumptions apply.
Close rates vary by ±25% relative to your input. These are sensitivity examples, not confidence intervals.
How this is calculated
Expected sales = leads × close rate. Revenue = expected sales × first-year commission. Profit = revenue less modeled clawbacks and lead investment. ROI = profit ÷ lead investment × 100.
Advance clawbacks = revenue × lapse share × advanced share × unearned advance fraction. Unearned fraction = max(0, 1 − lapse month ÷ advance period). This simplified reserve does not model full lifetime lapse losses or carrier-specific clawback schedules. Fractional sales are planning averages.
Illustrative estimates in USD. Revenue is first-year commission from one month’s leads, not immediate cash receipts. Profit deducts lead costs; overhead, taxes and renewals are excluded.
Final expense: modeled ROI 100%, $3,500 after modeled costs.
Want to own your pipeline in house?
Bring acquisition under your brand with a fractional marketing team that builds and manages the system in your accounts.
Built in your accounts. Owned by you.
Keep control of your brand, data and the systems that bring prospects to your agency.
Meta campaign managementCampaign setup and ongoing management
Follow-up systemsConnected to your sales process
Strategy + implementationOne team building the system with you
All work, assets, campaigns, data and systems we create belong to your agency.
Clear answers. Before we connect.
Know what you’re buying, and what happens next.
01Which insurance products and markets do you support?+
We offer term life, whole life, indexed universal life (IUL), and final expense leads for agencies serving the US and Canada. Product and geographic availability vary. Tell us the coverage and locations you work in so we can confirm a suitable campaign.
02Are the leads exclusive to my agency?+
Yes. Each purchased lead goes to one agency and is never resold. Your team receives the introduction and manages the conversation, rather than competing with other buyers for the same lead.
03How do you generate and qualify the leads?+
Our PlanBridge campaigns use educational advertising to introduce an insurance topic. Interested prospects continue through a video or assessment, share their details, confirm their phone number by SMS, and provide contact permission before delivery. Their responses add context; they do not establish underwriting eligibility.
04How do SMS verification and consent documentation work?+
SMS verification confirms ownership of the phone number supplied. The lead record also includes documented contact permission and VerifiedLeads documentation. These records give your team the information to review before outreach; phone verification does not promise that a prospect will answer or buy.
05What information will I receive, and how is it delivered?+
You receive contact details such as name, phone, email, and ZIP or postal code, alongside coverage interest and the assessment responses collected. Delivery can connect to your CRM by webhook, with email or SMS options. Real-time delivery is within 30 seconds of funnel completion.
06How soon can we get started?+
Campaigns can start within seven days once the required setup and CRM connection are complete. We confirm availability, your target market, and the delivery schedule during onboarding. Campaign launch is separate from a guaranteed sales timeline.
07How much do leads cost, and is there a monthly commitment?+
Start with a minimum order of 25 leads and no setup fee. You order when you need leads; there is no recurring lead subscription. Product-specific calculator prices are provisional planning estimates. We confirm your actual USD quote and order details before you proceed.
08What happens if a lead does not meet the agreed requirements?+
We offer a one-for-one replacement for leads that fail the requirements agreed with your order. Submit the request within your lead purchase window. The qualifying criteria and request window are confirmed with the order; the replacement promise does not guarantee a sale.
09Do you guarantee appointments, policies, or ROI?+
No. The lead offer delivers exclusive web leads, not booked appointments or policy sales. Your advisors handle contact, follow-up, appointments, and advice. Outcomes depend on your sales process and the market. The calculator models assumptions; it is not a promise of earnings.
10Do you handle calling and follow-up?+
Calling is not included. Lead orders include ready-to-use follow-up scripts and templates for your team to send. The monthly marketing partnership includes follow-up systems as part of the agreed setup, while your advisors remain responsible for the sales conversations.
11What is included in the monthly marketing partnership?+
The $2,000 USD per month partnership builds your acquisition system under your brand, in your accounts. It includes CRM costs, landing pages, Meta campaign management, follow-up systems, and strategy. Advertising spend and calling are separate and are not included in that fee.
12Who owns the accounts, campaigns, and data?+
With the monthly partnership, you own the accounts, campaigns, data, and systems created for your agency. With pay-per-lead orders, TFD operates the acquisition infrastructure through PlanBridge and delivers the exclusive leads to you. Choose the arrangement that suits how your agency wants to grow.
13Can you work alongside our existing marketing team?+
Yes. We agree on responsibilities and the handoff during onboarding. Your team provides the access, brand materials, and approvals needed for the agreed work, and your advisors handle prospect conversations. The partnership can support your internal team without requiring you to take campaign management on yourself.
14How do I get started?+
Choose the product and market you want to explore, then use Get exclusive leads to start an inquiry. For a system built in your own accounts, choose the in-house pipeline offer. We confirm fit, availability, pricing, and setup requirements before the work begins.
Spend more time advising. Less time finding prospects.
