Lead Programs and Training
Training Videos and Resources located HERE
Patriot Insurance Group offers a wide variety of lead
programs and resources to assist in your Final Expense Sales
Below is important information about our program:
- Patriot Insurance Group will terminate any agent using leads purchased through our lead program to sell for other carriers (or IMO's) not contracted through Patriot Insurance Group ·
- Must be appointed by at least one carrier that offers level coverage through Patriot Insurance Group (or two if one of the carriers is for Guarantee Issue).
- No agent is required to purchase any leads available through Patriot Insurance Group. We are not in the lead business. We generously subsidize our lead program for our agents knowing that an excellent lead program allows our agents to be successful in contacting people that are interested in insurance products. Free leads can also be self-generated through referrals, current book of business, seminars, educational seminars for seniors (nursing homes, organizations etc.), or door knocking.
- Although it is suggested to order leads weekly to ensure you have a constant flow of candidates to sell to (sales is all about numbers), there are no minimum or maximum lead orders required to participate.
- All lead orders are to be submitted through the provided order forms. Payment type will vary by vendor, either PayPal or Credit Card.
- Your credit card is not kept on file for repeat orders - new orders need to be submitted when needed. This way you control the lead program unlike other IMO's who require you to order weekly.
Below are different lead venues we offer.
Vendor information, pricing and order forms/instructions
are listed for each lead source.
*Please send an email to patriotinsurancegroup@gmail.com after
a lead order is submitted to verify we received.