Guides for Insurance Agents
In-depth articles to help you evaluate lead vendors, improve your close rates, and grow your book of business.
Best Final Expense Lead Vendors 2026: How They Compare
What to check before you buy final expense leads: exclusivity, lead source, bad-lead policy, minimums and contracts, plus what several vendors publish.
Best Medicare Lead Vendors 2026: What to Check
How to compare Medicare lead vendors in 2026: exclusivity, CMS consent records, pricing and which model fits how you sell.
How to Audit a Lead Vendor in 30 Days: A Tactical Framework
A 30-day framework for auditing any insurance lead vendor: what to measure, what to document, and when to cut.
How to Choose an Insurance Lead Vendor: The Complete Guide
A framework for evaluating lead vendors on what matters: exclusivity, pricing, delivery and guarantees.
Exclusive vs Shared Leads: Which Is Worth Your Money?
How to do the math on exclusive and shared leads: contact rate, close rate and cost per sale.
Understanding Lead Pricing: Why Cheap Leads Cost More
Per-lead price is meaningless without conversion context. Here is how to calculate what you are actually paying per deal.
The 5 Red Flags When Buying Insurance Leads
Warning signs that a lead vendor is going to waste your money, and what to look for instead.
2026 Insurance Lead Vendor Landscape
The current state of insurance lead generation: the main vendor types, how the market is shifting, and what to watch.
How to Calculate Your True Cost Per Lead
The sticker price on a lead is not what it costs. Here is the formula for what you actually pay per sale, with a worked example.
TCPA Compliance Guide for Buying Insurance Leads
What insurance agents need to know about TCPA when buying leads: consent rules, the one-to-one requirement, and how to protect yourself.
What Are Live Transfer Leads? Are They Worth the Premium?
Live transfer leads put a pre-qualified prospect on the phone with you in real time. Here is when they are worth the higher price and when they are not.
How to Spot a Bad Lead Vendor Before You Waste Money
Practical warning signs that a lead vendor will burn your budget, and what legitimate vendors look like by comparison.
Your First Week With a New Lead Vendor: A Playbook
A day-by-day plan for testing a new lead vendor: what to set up, what to track, and when to decide.
What to Look for in a Lead Vendor
A buyer's checklist for evaluating insurance lead vendors: exclusivity, replacement policies, pricing transparency, contracts and more.
How to Run Facebook Ads for Insurance Leads: The Complete Guide
Step-by-step guide to running Facebook and Instagram ads for insurance lead generation: targeting, creative, budgets, lead forms and how to track waste.
EverQuote vs QuoteWizard: Which Lead Vendor Is Better?
EverQuote and QuoteWizard side by side: lead model, pricing, refund policies and which fits your book.
Exclusive Leads vs Shared Leads: A Side-by-Side Breakdown
Exclusive vs shared insurance leads side by side: how to compare contact rate, close rate and cost per sale, and when each model makes sense.
Aged Leads vs Real-Time Leads: How to Compare Them
Aged vs real-time insurance leads: how to compare contact rate and cost per sale, with a worked example budget for each.
Direct Mail Leads vs Digital Leads for Insurance Agents
Direct mail vs digital insurance leads: cost, intent, turnaround time and which channel fits different verticals and sales styles.
Facebook Leads vs Google Leads: Which Source Converts Better?
Facebook vs Google as insurance lead sources: intent, how to compare contact and close rates, cost per lead, and which fits each vertical.