We buy the media, work the leads, and put qualified life and IUL prospects on your calendar. You get the leads that don't book too, and a straight answer on what each one cost.
Most producers we talk to already have leads. What they have is a pile of contacts that were sold to four other agents, dialed for two days, and then quietly abandoned when the callbacks stopped. The list looked cheap. The cost per placed case was not.
Underneath that sits a slower problem. Speed-to-lead decides a large share of these sales, and an agent on a policy review cannot answer a form fill in ninety seconds. So the follow-up happens at 7pm, or the next morning, or never. The appointment gets set and nobody confirms it, and a third of the calendar evaporates on the day.
Then there is the accounting, which is usually missing entirely. Spend goes out through somebody's ad account, applications come in, and no one in the business can say what an issued policy cost to acquire. That is the number every other decision depends on, and most agencies are running without it.
| Stage | We handle | You handle |
|---|---|---|
| Media | Creative, copy, targeting and testing on Meta, written for life and IUL rather than adapted from mortgage or final expense. Campaigns run in our agency ad account on the Base and Standard programs. | Nothing. No Business Manager, no card on file, no exposure to a policy strike. |
| Capture | Our own hosted opt-in forms. Express written consent captured with timestamp, IP and the exact language shown. No purchased lists, no co-registration. | Tell us your licensed states so we only pay for traffic you can write. |
| Routing | Every lead lands in a pipeline tagged by state, product interest and consent status. One agent per lead. | Keep the pipeline stages honest. The reporting is only as good as what gets moved. |
| Follow-up | Speed-to-lead texting inside the first minute, nurture for the ones who aren't ready, rescheduling on cancellation, and confirmation before every appointment. | Answer the phone. Automation gets them to agree to a time. It does not sell the policy. |
| Reporting | Cost per lead, per booked appointment, per shown appointment, and per placed case where you record the outcome. | Tell us what closed. Without that the last column stays blank. |
The right-hand column is short on purpose. If it were long, you would be buying a job rather than a service.
Every client works inside the Commission Scaling CRM. Insurance pipelines, speed-to-lead SMS and email, AI-assisted conversational follow-up, nurture and reactivation, appointment confirmation and rescheduling, calendar sync, and the cost reporting above.
On the Standard program you are billed on appointments that show, which is the reason the CRM is a condition rather than a bonus. It is what determines whether a show happened. Bill per show without a shared system of record and one of us is guessing.
| Contact | State | Product | Consent |
|---|---|---|---|
| J. ███████ | FL | IUL | SMS + Email |
| M. ██████ | GA | Term | Email only |
| R. ████████ | TX | IUL | SMS + Email |
| D. █████ | FL | Whole life | SMS + Email |
| A. ███████ | TX | IUL | Email only |
| Program 01BaseFor the producer who dials their own and wants clean inventory. | Program 02StandardFor the agent or small agency that wants a calendar, not a list. | Program 03PremiumFor owners building a producer team. A small number at a time. | |
|---|---|---|---|
| Exclusive leads | Yes | Yes | Yes |
| CRM and automation | Included | Required, not optional | Required, not optional |
| Branded campaign, landing page, funnel | No | Yes | Yes |
| Appointments booked to your calendar | You book your own | Yes, plus the leads that don't book | Yes, plus the leads that don't book |
| Who covers ad spend | Rolled into the per-lead price | You do | You do |
| How you're billed | Per lead, prepaid | Per shown appointment | Onboarding, monthly, and per agent placed |
| Coaching | None | Two group calls weekly | Three calls weekly, private to your agency |
| Recruiting and placement | No | No | Yes |
| Price | Quoted on the call | Quoted on the call | Quoted on the call |
All three are prepaid on a four-month term with no management retainer. Split payment schedules are available and do not shorten the term. We quote on the call because the number moves with your states, your volume and your product mix, and a headline figure on a web page would be wrong for most of the people reading it.
The one we decline most often is the fourth. An agent who has to stretch to prepay tends to judge the campaign in week two, and lead generation read at two weeks produces bad decisions in both directions.
The second one matters more than people expect. If leads sit until the end of the day, the economics of this stop working and no amount of media quality fixes it.
And if you want a guaranteed number of placed cases, we are the wrong vendor. Nobody honest in this industry can promise that.
I've been working with the program and my coach Kyle for about 2 months now and have extremely positive results. The leads are qualified; the coaching has been on point. By far the best experience I've had in this space.Russ B., verified client · Mar 2026
Our experience with the program has been nothing short of exceptional. Throughout our time with the team, we have gotten a ton of qualified leads right to our calendar. Kyle has also been a great help with our sales process, helping us work through any bottlenecks that pop up. Thanks Kyle and the team!
Kyle is a rockstar. He is always available to help. The company is great and I would recommend it.
Greg Candeur and the team are great to work with, and the leads they generated for the team were high quality, high intent prospects. The program is a great tool to get your pipeline filled!
The ongoing coaching has been great! Kyle has been great in adding value to my conversations through ideas and prompts to take immediate action on.
The leads have been consistent and good quality, which has made a real difference in our ability to generate new business. One of the biggest value-adds has been their additional coaching. Kyle Colvis has been extremely helpful in refining our approach, everything from how we structure our calls to how we think about lead follow-up and overall strategy. His feedback has been practical and easy to implement.
In just the first month and a half, we've generated several million dollars in new opportunities, with a fraction of the volume required in the cold market. The support from Kyle, our relationship and program strategist, has been consistent, thoughtful and genuinely helpful throughout. The entire team is clearly invested in our growth and success.
Kyle has been great. Communication is always timely whenever we need assistance. My brother and I have been meeting with Kyle bi-weekly since starting our campaign and Kyle has given solid advice each week.
We received consistent leads from people who were looking for answers to their questions. Having used other well-known lead generators, this actually gave us qualified leads that didn't require a hard-sales approach to close. A much better way to get clients. Our coach, Kyle was very helpful too.
They assigned a coach to us, Greg Candeur, and he has been excellent in helping us with closing business. Greg will get right to the point and he has no problem telling you how to take control of these calls and to stay in control of the process. He's very knowledgeable and easy to work with. We have used probably 7-8 different types of lead sources over the years, but this program has been the best.
I had the opportunity to work closely with Kyle Colvis, who has been paramount in helping me learn a new way of approaching sales. In my 30+ year career, I never really had to \"sell\" anything. Kyle broke the process down in a very practical way and was always available to guide me. Without Kyle's guidance, it likely would have taken me much longer to fully understand and implement the system.
The program delivered consistent qualified leads as promised. Kyle has been very helpful in guiding me through the program. His insight has been valuable in helping me navigate the process and learn the framework of the system. This works. Trust the process, follow the coaching and you will be successful.
What I appreciate about the program is the training and coaching in addition to the leads. The team and my coach do a very solid job at helping us discover the emotional motivation behind a buying decision. It's not manipulative or salesy. I appreciate my coach Kyle's input and mentoring. For me, it is something that had been missing for a long time.
The program truly puts you in front of high-value prospects. Kyle Colvis has been very helpful in my presentation to prospects for me to determine if they would be a good fit for my business.
Over the last 20+ years, I've tried dozens of lead generation and marketing systems. Until this program, none worked exactly as advertised. I'm 45 days in, and the prospects provided have the money and the interest to try something different. My coach, Kyle Colvis, is a true professional, and he's helped me adapt to the sales process.
The program delivered as promised. Greg C was terrific to work with... professional, strategic and reliable.
This is the best service we have worked with. They are as advertised and they do what they say. Their leads are responsive and are ready to do business. Our contact Kyle has been extremely helpful and very responsive. We are so glad we are using them.
The appointments arranged so far have been top-notch, and the team has done an excellent job of screening them. Greg, my main point of contact, is consistently responsive and quick to provide support. I've only been with the program for a month, but I can already see promising business opportunities ahead for us.
Reviews collected via Trustpilot. Names shortened for privacy.
We will go through your states, your current cost per case and which program makes sense. If none of them do, you will hear that on the call rather than four months in.