Agent Desk Access Leads

Agent Desk Access provides a focused entry point for agents who want to test the system or work with a smaller, highly targeted dataset. Leads are sourced from individuals who previously explored insurance options and expressed interest in life insurance, ensuring each contact carries relevance and intent.

Every package includes access to our integrated CRM, enabling agents to organize, track, and manage outreach in one place. Weekly training sessions are also included, offering consistent support from experienced trainers with practical strategies for working this type of lead.

Agent Desk Access is designed as an introductory package—combining curated leads, proven tools, and professional training into a streamlined, plug-and-play format that reflects the same standard of quality as our larger tiers.

Agent Desk Access Includes:

• Curated Life-Insurance Leads – Individuals who have previously engaged with insurance options and expressed interest.

• Integrated CRM Access – A centralized system to manage, track, and organize outreach.

• Weekly Training Sessions – Structured support to build confidence in outreach and process.

• Introductory Value – A smaller dataset designed for testing and targeted engagement.

• Plug-and-Play Setup – Immediate access to leads and tools with minimal setup required.

Due to the exclusive and … (finish this line as needed—e.g., “Due to the exclusive and limited nature of this package, availability may vary.”)