Resources

Insurance Lead Generation Resources for Agents & Agencies

Freedom Marketing Group publishes practical resources for insurance agents, agencies and sales teams working with Medicare, ACA, Final Expense and Auto Insurance leads.

Explore lead economics, acquisition formats, follow-up strategy, technology and operational best practices designed to help agencies make better decisions before increasing lead volume. Ready to compare campaigns? See insurance leads for agents across every FMG vertical.

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Compare sourced population figures, major markets and state-specific planning considerations. Ask our team about current availability.

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New agent center

New Insurance Agent Guides: six practical guides for building a repeatable business.

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Glossary

TCPA:
The Telephone Consumer Protection Act, a U.S. federal law that restricts certain calls and texts to consumers, including autodialed and prerecorded calls.
TPMO:
Third-Party Marketing Organization: under CMS rules, an entity that sells, markets or promotes Medicare plans on behalf of plans or agents.
Scope of Appointment (SOA):
A CMS-required record of which Medicare product types a beneficiary agreed to discuss before a sales appointment.
Live Transfer:
A consumer who is screened by an intake rep and then connected to an agent while still on the call.
Exclusive Lead:
A lead or call sold to only one buyer.
Shared Lead:
A lead sold to more than one buyer.
CPA:
Cost per acquisition: lead spend divided by sales.
Contact Rate:
The share of leads an agent actually reaches.
Speed-to-Lead:
The time from lead submission to the first contact attempt.
Persistency:
The share of policies still in force after a set period.
AEP:
The Medicare Annual Enrollment Period, October 15 to December 7 each year.
Ping/Post:
A real-time lead auction: partial data is 'pinged' to buyers for bids, then the full lead is 'posted' to the winner.
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