AgentDeskTools provides verified life insurance, annuity, mortgage protection, veterans, trucker, and other niche leads, along with inbound calls, CRM access, dialer subscriptions, and training. Our goal is to help agents connect with high-intent prospects and close more sales with efficiency and compliance.

Our leads are generated through a mix of targeted digital marketing, partnerships with HR departments, and proprietary referral networks. Each lead comes from individuals who have shown interest in life insurance, annuities, or financial solutions, ensuring relevancy and intent.

Yes. All leads and inbound calls provided by AgentDeskTools are exclusive to you. We do not resell the same lead to multiple agents, giving you a clear advantage in building trust and closing deals.

Every package includes:

Verified leads or inbound calls (depending on product).

Access to our integrated CRM for tracking and follow-up.

Weekly training sessions with sales experts.

For annuity and inbound packages: access to voice signature carriers and proprietary product lines.

Setup is plug-and-play. Once your order is confirmed, you’ll receive immediate access to leads or inbound call integration, along with CRM credentials and training session details.

Yes, training is always included. Our weekly sessions cover best practices, compliance, and sales strategies so you can maximize results from every lead or call.

Inbound calls connect you directly with prospects actively seeking life insurance. Calls are routed to you in real time. Our system integrates with the CRM to log conversations, and our exclusive voice signature carriers allow for one-call application completion.

Yes. We offer different categories including annuity leads, mortgage protection leads, veterans leads, trucker leads, and more. You can select the package that best aligns with your sales goals.

Our annuity leads are sourced from state and federal employees preparing for retirement, often with rollover opportunities. Agents also get access to exclusive annuity products from carriers like Nationwide, Athene, and North American.

Due to the exclusive and consumable nature of leads, we do not offer refunds once leads or calls have been delivered. However, if you experience any technical issues with setup or CRM access, our support team will resolve them immediately.

Our dedicated support team is available via email, phone, or live chat during business hours. You’ll also have access to weekly training and onboarding guidance.