Your pipeline.
Built in your accounts.

A full-service acquisition system for insurance advisors and agencies. We connect your campaigns, pages, CRM and follow-up so your team can focus on the conversation.

Get your custom plan Book a call

Acquisition workflowAgency workspace

StrategyAudience + offer

Educational campaignYour agency’s ad account

Branded landing pageVSL or assessment

Phone + consentSMS confirmation

Agency workspace / PipelineSearch inquiries

Your agency pipeline

Owned by your agency

All products

Product	Status	Source
Term life	SMS verified	Assessment
Whole life	New inquiry	Web
IUL	SMS verified	Assessment
Final expense	New inquiry	Web
Whole life	SMS verified	Assessment

Follow-up sequenceEmail + SMS

Send introductionEmail / Educational context

Send reminderSMS / Continue the conversation

Create a taskCRM / Your team’s next step

Less coordination.
More conversations.

Running campaigns is only one part of acquisition. The handoffs between the ad, the inquiry and your sales team need to work together.

Disconnected vendors

You become the link between the ad manager, page builder and CRM.

One accountable team

Strategy and implementation stay connected across the whole system.

Scattered contact data

Inquiries sit across tools, leaving your team without the full picture.

One connected pipeline

Capture prospect details in your CRM, ready for your team’s next step.

Follow-up gaps

Every manual handoff adds another task for busy advisors.

A repeatable process

Connected follow-up workflows support consistent outreach from your team.

One team.
The whole system.

Bring acquisition under your brand without assembling a separate team for every moving part.

$2,000 USD / month

Full-service marketing partnership

Get your custom plan

Advertising spend and calling are not included.

CRM setup + costs

A connected home for contacts, stages and follow-up. CRM costs are included in the partnership.

Landing pages

Pages built around your brand, insurance products and the next step you want prospects to take.

Meta campaign management

Campaign setup and ongoing management connected to the pages and pipeline we build.

Follow-up systems

Connected email and SMS workflows that support your team after the initial inquiry.

Strategy + implementation

One team plans, builds and refines the acquisition system with your agency.

All work, assets, campaigns, data and systems we create belong to your agency.

From your goals.
To your own system.

We agree on the scope and responsibilities before the build. Your team keeps ownership and handles sales conversations.

01
Map the right system
We review your products, market, goals and current tools. Together, we define the scope, advertising budget and handoff to your sales team.
02
Build in your accounts
We connect campaigns, landing pages, your CRM and follow-up around the agreed customer journey, with your brand at the center.
03
Launch and refine
We manage the campaigns and system. Your team contacts prospects, while we use campaign and pipeline feedback to guide the next improvements.

Your custom plan,
priced up front.

Tell us your setup and we’ll suggest the right way to grow: exclusive leads delivered to your CRM, or a pipeline built in your own accounts.

Good to know

A few quick taps, then you see a suggested plan with prices before we ask for contact details.

Prefer to book a call? Book a call

1You
2Goal
3Today
4Lines
5Budget
6Plan

First, who are you?

We’ll tailor the plan to your setup.

I’m an advisorIndependent producer or small team I’m an agency or firmAgency, call centre, IMO or FMO

Know the scope.
Keep control.

A few answers before we map your pipeline.

Talk it through with us

How is this different from buying exclusive leads?

With pay-per-lead, TFD operates its own acquisition infrastructure and delivers leads to your agency. With this partnership, we build and manage the acquisition system under your brand, in your accounts. The partnership is for teams that want to own the system behind their prospect flow.

What does the $2,000 monthly fee include?

The partnership includes CRM setup and costs, landing pages, Meta campaign management, follow-up systems, strategy and implementation. Advertising spend and calling are separate. We confirm your scope and account setup together before work begins.

Who owns the accounts, campaigns and data?

Your agency owns the accounts, campaigns, data, assets and systems we create for you. We work in your accounts with the access needed to build and manage the system.

Do you call leads or book appointments for us?

Calling is not included. Your team handles prospect conversations, appointment setting and sales. We build the acquisition and follow-up infrastructure that supports that work.

Can you work with our current CRM or internal team?

Tell us what you already use and who handles each part of your process. We review the setup and agree on how the partnership fits before making changes. Existing CRM compatibility and any migration requirements need to be confirmed.

How much should we budget for advertising?

Advertising spend is paid separately from the service fee. The right budget depends on your product, target market, goals and sales capacity. Include your working range in the custom-plan request, or select that you would like guidance.

When can we launch, and are results guaranteed?

Launch timing depends on account access, assets, approvals and the agreed scope. We map that out with you before starting. Advertising performance, lead volume, appointments and sales are not guaranteed; results depend on the market, campaign performance and your team’s follow-up.

Which insurance products and markets do you support?

We focus on term life, whole life, indexed universal life and final expense. Product and geographic availability in the US and Canada are confirmed during inquiry. Tell us the specific products and regions you want to reach.

Your pipeline.
Built in your accounts.

Less coordination.
More conversations.

Disconnected vendors

One accountable team

Scattered contact data

One connected pipeline

Follow-up gaps

A repeatable process

One team.
The whole system.

CRM setup + costs

Landing pages

Meta campaign management

Follow-up systems

Strategy + implementation

From your goals.
To your own system.

Map the right system

Build in your accounts

Launch and refine

Your custom plan,
priced up front.

First, who are you?

Know the scope.
Keep control.

Spend more time advising.
Less time finding prospects.

Exclusive insurance leads.
Delivered to your CRM.

Your pipeline.Built in your accounts.

Less coordination.More conversations.

Disconnected vendors

One accountable team

Scattered contact data

One connected pipeline

Follow-up gaps

A repeatable process

One team.The whole system.

CRM setup + costs

Landing pages

Meta campaign management

Follow-up systems

Strategy + implementation

From your goals.To your own system.

Map the right system

Build in your accounts

Launch and refine

Your custom plan,priced up front.

First, who are you?

Know the scope.Keep control.

Spend more time advising.Less time finding prospects.

Exclusive insurance leads.Delivered to your CRM.

Your pipeline.
Built in your accounts.

Less coordination.
More conversations.

One team.
The whole system.

From your goals.
To your own system.

Your custom plan,
priced up front.

Know the scope.
Keep control.

Spend more time advising.
Less time finding prospects.

Exclusive insurance leads.
Delivered to your CRM.