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Our Services
Lunch & Learn
Lunch & Learn
We offer a wide range of marketing services, including live leads, live transfer calls, aged leads, and more. Whatever your business needs, we've got you covered.
Lunch & Learn
Lunch & Learn
Lunch & Learn
We offer monthly Lunch & Learn sessions for you and your team to learn about different sales and marketing tactics and to collaborate with other agencies.
Partnership
Lunch & Learn
Partnership
Wherever you track your numbers - we'll be in there every day. We want to see what's working, where we can adjust, and what moves we should make next.
Our Team
Jared Phillips
Jared, the founder of Filtered Quotes, has spent over a decade immersed in the sales and lead generation industry. He started his career working with some of the biggest names in the business, where he quickly saw the need for a more personalized approach to lead generation.
That insight drove him to start Filtered Quotes, a company built on partnerships and trust. Jared’s mission is simple: to help insurance agents find leads that truly align with their ideal clients. His hands-on experience and passion for problem-solving have shaped a company that’s as invested in its clients’ success as they are.
For him, it’s all about working together to achieve shared success.
Megan Balfe
Megan is a chemical engineering graduate from Rensselaer Polytechnic Institute, where she also explored her interests in business and psychology. Her career journey has taken her through operations management, business development, and customer relations, giving her a well-rounded perspective on what it takes to drive success.
What truly sets Megan apart is her passion for helping others. Whether it’s supporting businesses in achieving their goals or offering guidance in everyday life, she’s dedicated to making a positive impact. Megan thrives on building connections and believes that the best outcomes come from working together toward a shared purpose.
With her diverse experience and a commitment to fostering growth, Megan is always ready to lend her expertise and support to those around her.