Built for scaling agencies
Insurance leads. Engineered to convert.
Exclusive, OTP-verified prospects engaged by AI in seconds—then continuously improved using your CRM and issued-policy data.
For agencies done cycling through lead vendors every quarter.
Three levers. One compounding loop.
Your dispositions teach the ad platforms what a buyer looks like. Our AI reaches every lead inside five minutes. And no lead reaches two agencies.
Tell Meta a form fill is a win, and it will find you form fills.
So we don't. We feed Meta and Google what your CRM records: quoted, applied, issued. The spend follows the people who actually buy, and you judge the program on cost per issued policy instead of cost per lead. We can't do that half without you.
Building this in-house means standing up the disposition pipeline, the creative volume, and the media buying at once. We've already built the first two.
Factor
Generates, qualifies, learns & reallocates
Your agency
Works, quotes, applies & issues
- 01
Generate
Source, campaign, creative & qualification on every lead.
- 02
Route
Product, geo & capacity-aware distribution.
- 03
Disposition
Contact → quote → app → issued back to us.
- 04
Learn
Which attributes actually produce economics.
- 05
Reallocate
Budget shifts to highest-yield combinations.
- 06
Scale
Winners get volume. Weak segments rebuild.
- ↻
Issued policies feed the next generate cycle
90-Day Closed-Loop Acquisition Pilot
Ninety days to decide whether Factor becomes your lead source of record. You'll decide on your issued policies, not our dashboard.
Weeks 1–2
Map
Economics, licensed states, and CRM wiring, so contact → quote → application → issued flows back from day one.
Weeks 3–12
Run
A controlled paid cohort with a weekly scorecard. Audiences, creative, and filters update from your dispositions.
Day 90
Decide
Scale or stop—on issued-policy economics both sides trust.
Who this is for
Not every agency should run this.
It takes a floor of producers and outcomes coming back. A weekly export is enough to start. If your CRM can't produce one yet, we fix that first.
- 10+ producers actively working leads
- A CRM that can return contact → quote → application → issued
- Sub-5-minute response, or let us run first contact
- A decision-maker committed to the 90-day pilot
Start with a conversation.
Thirty minutes on what you're buying now and what your CRM can send back. If the loop can't run yet, we'll tell you on that call.
90-day pilot · issued-policy economics · mid-market & enterprise agencies