Leads
Insurance Leads Built Around Your Agency
Lead generation should create opportunity—not uncertainty.
At Filtered Quotes, we help insurance agencies build lead programs that align with their goals, budget, sales process, and capacity. Whether you are testing a new market, expanding an established team, or looking for a more dependable source of opportunities, we will help you find the right place to start.
Our goal is not to sell you the largest possible lead package.
It is to help you build a program your agency can work consistently, measure clearly, and scale responsibly.
More Than Lead Volume
More leads do not automatically create more revenue.
A successful lead program depends on the quality of the opportunity, the way it is delivered, the speed and consistency of your follow-up, and whether the economics make sense for your agency.
That is why we look beyond volume.
We help agencies think through targeting, budget, delivery method, sales capacity, follow-up, and profitability so the lead program supports the business they are trying to build.
Insurance Lead Programs
Health Insurance Leads
Connect with consumers who have expressed interest in exploring health coverage options.
Our health lead programs are designed for licensed agents and agencies looking to build a consistent pipeline of new opportunities while maintaining control over targeting, volume, and delivery.
Home Insurance Leads
Reach homeowners and consumers actively looking for information about home insurance coverage.
Home leads can support standalone home production or become part of a broader cross-sell and bundling strategy for agencies that write multiple lines of business.
Auto Insurance Leads
Connect with consumers who are shopping for auto insurance and ready to speak with an agent about their options.
Auto lead programs can be configured around your agency’s target markets, producer capacity, and growth goals.
Built Around the Way You Sell
No two agencies operate exactly the same way.
Some agencies want steady daily volume. Others need highly specific targeting. Some are building a new producer team, while others are scaling an already successful operation across multiple markets.
We work with you to understand:
The products you sell
The markets you want to reach
Your monthly acquisition budget
Your producer capacity
Your preferred delivery method
Your target cost per acquisition
Your sales process and follow-up capabilities
Your short- and long-term growth goals
From there, we help you identify a lead structure that makes sense for your agency.
Filtering and Validation
A lead program is only as useful as the information delivered with it.
Our process is designed to improve data accuracy, reduce obvious bad records, and provide agencies with the information they need to work opportunities effectively.
Depending on the campaign and source, leads may include validation and filtering related to:
Phone information
Email information
Geographic location
Consumer demographics
Product-specific criteria
IP address and device information
Consent documentation
TrustedForm or Jornaya certification, where applicable
Source and campaign information
No validation process can guarantee that every consumer will answer, qualify, or purchase. Our goal is to create a more transparent and dependable acquisition process while helping your agency evaluate performance based on real data.
Compliance Matters
We take consumer consent, data handling, and lead-source compliance seriously.
Our lead programs are built around documented consumer inquiries and supported compliance practices. Depending on the lead source and campaign, available data may include consent language, landing-page information, certification records, IP address, user agent, and other supporting details.
We continuously evaluate our sources, processes, and partners with the goal of protecting consumers, our clients, and the long-term integrity of our lead programs.
Flexible Programs for Different Stages of Growth
You do not have to be the largest agency in the market to work with Filtered Quotes.
We support agencies at different stages, from individual agents and small teams to established organizations managing significant volume across multiple producers and locations.
Standard Lead Program
Our Standard offering is designed for agencies that want flexibility and control without a long-term commitment or a required monthly minimum.
It is a good fit for agencies that are:
Starting with a smaller budget
Testing a new vendor, market, or vertical
Building producer capacity
Looking for a self-directed lead program
Ready to create an account and manage their own funding
ACES Partnership
The ACES Program is designed for agencies investing at least $2,500 per month and looking for a more hands-on relationship.
ACES clients receive dedicated support from a Client Success Manager and a more proactive approach to account strategy, performance, optimization, and long-term growth.
It is a good fit for agencies that want:
A dedicated Client Success Manager
More strategic guidance
Ongoing account review and optimization
Faster, more personalized support
A partner who understands the broader goals of the agency
A long-term approach to profitable growth
What Happens After the Lead Arrives Matters
Even a strong lead program can underperform without consistent execution.
Speed to lead, follow-up cadence, call quality, producer accountability, quoting process, and sales management all influence the final result.
That is why Filtered Quotes goes beyond lead delivery.
Through Remote Performance Management, agency resources, Client Success support, and performance-focused conversations, we help agencies improve what happens after the opportunity reaches their team.
Because the goal is not simply to generate more leads.
The goal is to turn more opportunities into profitable business.
A Lead Partner That Looks at the Whole Picture
We are not here to disappear after the leads are delivered.
We want to understand what is happening within your agency, what your team is experiencing, and where performance can be improved.
That may mean helping you evaluate targeting.
It may mean reviewing your acquisition economics.
It may mean discussing follow-up, contact rates, staffing, technology, or sales execution.
Sometimes the right answer is more volume.
Sometimes it is a different lead structure.
Sometimes the biggest opportunity is improving what happens after the lead arrives.
We will always try to help you identify the next step that makes the most sense for your business.
Is Filtered Quotes Right for Your Agency?
Our lead programs tend to work best for agencies that:
Treat lead generation as a long-term acquisition channel
Respond to new opportunities quickly
Follow up consistently
Track contact, quote, bind, and acquisition data
Coach and hold producers accountable
Understand that testing and optimization take time
Care about profitability, not just cost per lead
Are open to honest conversations about performance
We are not promising overnight results or a shortcut around the fundamentals.
We are offering a serious growth channel supported by people who care about helping you make it work.
Frequently Asked Questions
What types of insurance leads do you offer?
We currently support lead programs across health, home, and auto insurance, with availability varying by market, targeting, source, and delivery method.
Are the leads exclusive?
Exclusive and shared options may be available depending on the vertical, source, geography, and campaign. Our team can help you understand the available distribution model before you begin.
How are leads delivered?
Leads may be delivered through Direct Post or Ping Post (on Health accounts) and can be sent to supported CRMs, lead managers, email destinations, or other approved systems.
Is there a minimum budget?
Our Standard lead program does not require a monthly minimum. Agencies investing at least $2,500 per month may qualify for the ACES Program and dedicated Client Success support.
Can I control my targeting?
Available filters vary by vertical and campaign, but targeting may include geography, consumer details, household information, property information, driver information, and other product-specific criteria.
Can I pause or adjust my program?
Yes, you can pause anytime. Program flexibility depends on the account type and campaign structure. Standard accounts are designed to provide greater self-service flexibility, while ACES accounts include more strategic planning and account management.
Do you guarantee sales?
No lead provider can guarantee that a consumer will answer, qualify, or purchase. Results depend on many factors, including targeting, speed to lead, follow-up, producer skill, offer, pricing, market conditions, and agency execution.
Do you help with lead performance?
Yes. Our team can help evaluate the broader picture, including targeting, delivery, acquisition economics, follow-up, and sales execution. Agencies that need deeper sales management support may also be a fit for Remote Performance Management.
Start With a Program That Fits
Whether you are testing your first lead campaign or expanding a high-performing acquisition strategy, we will help you find the right starting point.
Tell us what you sell, where you want to grow, and what success looks like for your agency.
Ready to Talk About What's Next?
Whether you’re looking to improve performance, expand your reach, or find a partner who can help you grow with more confidence, we’d love to learn more about your agency.
Schedule a call with our team and let’s see what we can build together.
We help insurance agencies build profitable, sustainable businesses by combining high-quality lead generation with the strategy, support, and accountability needed to turn opportunities into long-term growth.
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