2020 Lead Vendor Referral Program

Please Note:  This referral program is not available to the public, it is invite-only.  As such this webpage is hidden from public view.  If you navigate away from this page of the website you will need to use the link sent to you to return or your browser back.  We recommend bookmarking this page.  Kind Regards, Insurance Source Advocate.

Since our launch in 2019, it has been our mission to develop the necessary scalable systems to allow our Agency Builders & Lead Vendors to migrate if desired entire teams of agents at one time to our appointment setting service.

2020 marks the launch of the first aggressive expansion of our call center operation.  

To facilitate this growth we will be offering the following residual referral program to a small group of select lead vendors whose leads we have worked and can vouch for personally as a scheduling agency as well as well established vendors whose reputations in the industry preceded them. 


The Referal Bonus: Is $2 Per Appointment Set, Per Agent Referred, Paid Weekly For The Life Of That Agent. 

Example:  You send us 10 Agents, running 8 appointments per day 5 days per week, we would be paying You $800 each week in residual bonus. 

When You Consider:  We can provide every agent with an additional 2-3 days of selling in the field by eliminating 2-3 days of telemarketing. That on average we will provide an agent an additional 10-25 in-home appointments per week, those numbers are very accurate.


Each Agent You Refer: Will generate that weekly residual for you while helping agents to align with an ethical & highly effective appointment setting agency that can serve them well for the life of their insurance business.

Increased Client Aquisition, Retention & Lead Purchase Per Client:  We have been told by our current lead vendors that promoting the fact agents don't have to dial their own leads is a significant plus to recruiting and retention.  As well as increasing the weekly lead order per client measurably due to the fact they are running on average 25%-50% more field appointments per week.

Stand-by List:  In order to facilitate the sharp increase in clients we will be running a rolling stand by list as needed while we bring on additional staff.  We are taking RSVP's on a first come first serve basis effective immediately. 

Note:  If you haven't already we suggest listening to a recording of a Live  Appointment Set to demonstrate quality and learn how we will be converting your clients leads.

Click Here To Contact Us And RSVP Your Team Today

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