General Life Leads
Consumers actively requesting information on life insurance with living benefits. Our highest-volume product line and the most common starting point for new agents — every lead is 100% exclusive to you and never resold.
- 100% exclusive — you are the only agent calling
- Fresh consumer-requested inquiries with living-benefit intent
- Delivered instantly into Level Up CRM with follow-up ready
- Backed by one-call-close and appointment-setting scripts
Indexed Universal Life Leads (IUL)
Prospects interested in accumulation, tax-advantaged growth and retirement planning. Higher-intent conversations, larger premiums and the product line agents grow into once their General Life pipeline is running.
- Retirement, accumulation and tax-advantaged growth intent
- Higher average premium per written application
- Illustration walkthroughs and positioning training included
- Available one-time or on weekly standing order
Mortgage Protection Leads (MP)
Homeowners responding after a recent mortgage event and requesting protection information. Clear, urgent need, a real reason for the call, and the highest close rates in our catalogue.
- Triggered by a recent, verifiable mortgage event
- Built-in urgency — the prospect knows why you're calling
- Ideal for in-home or virtual presentation models
- State coverage maps and fact sheets in the Resources library
Level Up CRM & Automation
Your leads land in a system that's already working before you pick up the phone. Pipelines, power dialing, two-way texting, calendars and an AI texting bot that follows up while you're on another call.
- AI texting bot: instant reply, qualification and re-engagement
- Power dialer, two-way SMS and email in one inbox
- Automated follow-up sequences and long-term nurture campaigns
- Pipelines, calendars and booking links built for insurance sales
- Live CRM training and support on Zoom every weekday
- Lead submits form01
- Instant text + email02
- AI texting bot qualifies03
- Dialer connects you04
- Appointment booked05
Every new lead runs this automation the second it hits your CRM.
AV Academy — we don't gatekeep what works
Level Up agents get full access to the AdvisorVerified Academy: hundreds of recorded trainings, scripts and sessions from proven producers. Everything we know, handed over — because your production is our business model.
Live guest speaker sessions
Recorded sessions from top producers, IMO leaders and carrier trainers — not one-off webinars, an entire back catalogue.
Script & call libraries
One-call-close scripts, appointment-setting scripts, objection handling and real recorded calls you can model line by line.
Product deep dives
General Life, IUL and Mortgage Protection walkthroughs — positioning, illustrations and underwriting basics.
Community & accountability
Weekly check-in calls, CRM training sessions and a community of agents sharing what's working right now.
Agent Spotlight
Training in action — Stacey's story
See how one agent used the training, the CRM and the leads together.
Free access to the AV Academy with every order
Scripts, objection handling, closing frameworks, product training and guest-speaker recordings — the same material our top producers used to scale. No upsell, no paywall.