Scope your order.
Tell us which insurance products, markets and lead volume you need. We will discuss availability, pricing and delivery before you order.
Building our case studies
Success stories built on
real results.
Our insurance lead offer is newer, and we believe in being upfront about that. We are inviting agencies to measure their campaigns and share their results here, with their permission.
Why we are upfront
about being new.
Our insurance lead offer is newer than our design and development work, so we do not yet have client-approved insurance lead case studies to share. We believe the results on this page should come from real campaigns and real agencies.
As clients measure their outcomes and agree to share them, we will publish their stories with the results and timeframe behind them. Until then, we are happy to walk you through how our leads are generated, delivered and supported.
What a partnership
looks like.
From your first conversation to your next opportunity.
Generate and verify interest.
PlanBridge campaigns use educational advertising, a video or assessment, SMS phone verification and consent documentation to collect prospect information.
Receive exclusive leads.
Each lead is delivered to your agency with its available contact details and documentation. It is yours alone and is never resold.
Follow up and measure.
Your team contacts prospects and tracks conversations and sales. Leads that do not meet the agreed requirements are eligible for a one-for-one replacement.