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Automated Prospecting


Continuous Flow of Clients


Each Day We Get Thousands of Consumer Requests

Financial Advisors and Insurance Agents who hate prospecting or have an insufficient flow of new business:

Automate your prospecting and avoid:

  • wasted hours with grunt work (e.g. cold calling)
  • wasted money (seminars, direct mail or other large upfront payments)
  • waiting for referrals, over which you have no control

Instead, use Automated Prospecting, avoid large upfront investments, and have a small expense ONLY when you get a new prospect that:

  1. requests information from you
  2. provides their complete and accurate contact information (name, address, phone and email)
  3. is waiting for you to provide the requested information on one of these topics for which you provide products or services:

    • Annuities
    • Managed Investment Accounts
    • Investing services
    • Long term care insurance
    • Life Insurance
    • Social Security Consulting
    • Retirement Planning
    • Investments for Retirement Income

The process is simple.  You specify:

  • the products and services for which you want new clients
  • the zip codes in which you want new clients

We design and place your ads on Internet sites (Google, Facebook, Twitter, etc). We constantly manage the images, the message, and all of the complicated aspects of effective Internet advertising, AT OUR EXPENSE.
To see this automated referral marketing system in action, select a time below for a 15-minute demonstration. 

Select Time


David Sage
VP Business Growth for Advisors and Agents

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