Our Lead Systems
Here is a summary of our lead systems. This is not an all inclusive list but these are the more popular programs.
Virtual Sales Lead Programs
Omega Media Pro Live Transfer Lead Program
Omega Media Pro’s Live Transfer Lead Program helps agents turn social media final expense leads into qualified, real-time sales conversations. Instead of spending hours calling through cold or low-intent prospects, an AI calling bot works through the lead flow to identify people who are actually interested and ready to speak with an agent about final expense insurance.
This allows agents to focus their time on live, qualified conversations rather than manual dialing, creating the potential for a much higher return on both lead investment and time invested.
By filtering interest upfront and transferring prospects when they are ready to talk, the program helps compress the sales cycle and gives agents a faster, more efficient path from lead spend to issued business.
CallTools Lead (CTL) Program
If you’re looking for a simple, repeatable way to create more final expense conversations, our CTL Lead Program is a great place to start.
This program shows agents how to work lead opportunities with structure, consistency, and speed, helping them turn activity into appointments, conversations, and sales.
Click below to learn how CTL leads can help you build momentum and make the most of your lead investment.
Ethos Abandoned Cart Leads
These are from the integrity leads center where clients that went to the Ethos Insurance Website to get more information but didn't commit fully to getting a quote from Ethos.
How it works
Ethos sells these to Integrity Marketing Group (who owns the Alliance) to make available to us. The clients are looking for any type of insurance - final expense or term. So the age group is young to old. So you have an opportunity to sell them any of our life insurance products. These are sold by region so they can be run face to face. But agents also use these to do telesales with the option to go to their homes if they need to.
Cost
You pay a $8 per lead for the aged 30-60 day aged leads (which are working great) or $18 for the under 30 day leads.
Success Rate
Why agents love these leads is because the pickup rate is running about 50% compared to 10% to 20% for the low intent social media leads.
Check out one of our agents Experience:
Face to Face Lead Programs
Ethos Abandoned Cart Leads
These leads can also be used to do face to face appointments. See above in the telesale section.
Direct Mail Final Expense and Mortgage Leads
This is the classic direct mail lead program where the client fills our a form and sends it back in to us.
How it works
You can order individual leads in inventory or be on a subscription basis for weekly lead ordering. People with subscriptions will be filled first on a first come first served basis.
Cost
The cost is determined by county and what they think they can produce in that county per week. Also a major factor is the demand for leads in that county. The higher demand counties can be as much as over $100 per lead to a lower demand county down to $20 per lead. There are other factors to consider as far as lead cost and being able to order older non-sold leads for lower pricing but you really need to talk to us about how this program works.
Preset Zoom Teacher Retirement Review Leads
How it works
This program is designed to prebook your calendar with teachers wanting to evaluate their retirement program with someone. It is a two to three step process. The first step is an intake meeting where you get their information to be able to run an expected retirement income from their retirement system calculator on their state retirement website. The next meeting is where you calculate their expected retirement and then offer them an IUL or annuity to help them close the gap from what they making as a teacher and what their expected pension will be. The third meeting is writing the application up. There are two training zoom calls a week to learn the system and how to close the client.
Cost
You pay a $1800 for 40 preset appointments. Any no show will be back filled with another appointment or that client will be rebooked into you calendar.
Success Rate
The vendor has a minimum of 20% close ratio with the top agents closing 30%. Plus referrals are easy with this program as your clients will refer you to their teacher friends.
Video on how it works
Video on an agent's success
Estate Planning Seminar System
How it works
This program is designed to get you in front of clients with investable assets using the theme of estate planning. We have one of the top estate planning seminar systems to get you in front of 60 buying units that have investable assets. You will learn how to run a proven seminar that will lead the clients to a one on one meeting with you. When you close the client, you will make $500 for the estate plan, and then when the estate plan is completed you will book a final trust funding meeting to review all their assets to see if you can find ways to improve their portfolio.
Cost
You pay a $5220 per seminar to get about 60 buying units in the seats over three seminar times (2 evenings and 1 daytime). The show rate on the individual followup appointments is 100% or rebooked to another time.
Success Rate
The agent that is teaching his system booked seven seminars last year in St Louis and closed $16.8MM in annuities. He wrote 157 estate plans for another $78,500 in additional commission which more than paid for his marketing expenses of $36,540.
Success Story
Our Report Back on the Training Seminar
Watch the Example of a Seminar
Recommended Auto Dialer
CallTools Autodialer: Features & Benefits
The CallTools autodialer gives agents a faster, more organized way to work CTL leads by helping them move through their calling list with structure, speed, and consistency. Instead of manually dialing one number at a time, agents can work inside a cloud-based calling platform designed to increase contact rates, manage campaigns, track activity, and keep lead follow-up moving. CallTools highlights features such as campaign queues, a built-in CRM, SMS templates, contact history, call management tools, and integrations with platforms like Go High Level, HubSpot, Salesforce, Google Sheets, and Zapier.
One of the biggest advantages is efficiency. CallTools explains that its predictive dialing technology can dial ahead of agents, filter out rings, voicemails, and disconnected numbers, and hand off live answers, helping agents spend more time in real conversations and less time waiting on the phone. Their site describes productivity gains such as 5x over hand dialing, with more call attempts and more live conversations per hour compared with manual dialing.
For CTL leads, this means agents can create more opportunities in less time. The system helps agents stay focused on the highest-value activity: talking to prospects. With built-in contact records, call history, SMS and email options, appointment tools, and campaign management, agents can keep every lead organized from first call through follow-up. CallTools also includes manager tools such as live reporting, call recordings, talk time, dispositions, and outcomes by hour, giving agents and leaders better visibility into what is working.
CallTools also supports speed to lead, which is critical when working fresh final expense inquiries. Their platform can use real-time lead posting, hot lead buckets, and user distribution queues so new or high-priority leads can be contacted quickly, sometimes within seconds of entering the system. Faster contact can improve the odds of reaching prospects while their interest is still warm.
In simple terms, the benefit to agents is this: more calls, more contacts, better organization, faster follow-up, and more selling time. By using CallTools with the CTL Lead Program, agents can improve the return on their lead investment while also improving the return on their time. The autodialer helps collapse the gap between receiving a lead and having a real conversation, giving agents a more efficient path from lead activity to appointments, presentations, and sales.