Agent Desk Veterans Leads

The Agent Desk Veterans Leads package connects agents with a specialized audience of individuals who have served in the military and expressed interest in insurance solutions, including life insurance. This demographic values stability, protection, and long-term security, making them a meaningful group for professional outreach.

Every package includes access to our integrated CRM, giving agents the ability to organize, track, and manage outreach within one streamlined system. Weekly training sessions are also provided, offering strategies for engaging veterans with professionalism and respect. In addition, agents working these leads gain access to the Patriot Series, a carrier product designed to align seamlessly with the insurance needs of veterans and their families. This product pairing creates a natural fit, helping agents present relevant solutions with clarity and confidence.

Agent Desk Veterans Leads is a complete solution—combining targeted data, professional tools, structured training, and product alignment—so agents can serve the veteran community with the highest level of professionalism.

Agent Desk Veterans Leads Include:

• Targeted Veterans Leads – Individuals with a military background who have expressed interest in life insurance.

• Integrated CRM Access – Centralized system for lead tracking, management, and follow-up.

• Weekly Training Sessions – Ongoing guidance from professionals on engaging with the veteran community.

• Patriot Series Access – Alignment with a carrier product tailored to meet the needs of veterans and their families.

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

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.