How working with us works
From first conversation to delivery, in four clear steps.
The process
You will know what we are supplying, to what criteria and at what price before any work starts.
Tell us about your business
We start with who your best customers are and how you sell to them. This shapes everything else.
Define your requirements
Together we agree what counts as a qualified lead, how many you want, the budget you are working to, and how leads should reach your team.
Build your solution
We propose an approach that fits your criteria and sales process, with a pricing structure that makes commercial sense for you.
Start generating opportunities
When the scope and terms are confirmed, delivery begins. We keep communication clear as it runs.
What we need from you
Your ideal customer profile
The businesses you want to insure, the states you cover and what a good policyholder looks like.
Your lead qualification requirements
The checks a lead must pass before it is worth your team’s time.
Pricing and delivery expectations
Volumes, budget range, how quickly you need leads and how they should be sent.
Ongoing communication
How often we check in and how feedback on lead quality reaches us.
Start with a conversation about your leads
Share your requirements and we will come back with a tailored quote.