ONLY PAY FOR QUALIFIED
FINANCIAL PLANNING LEADS
Our Financial Planning Leads include more information about your clients than any other lead platform! We also offer protected territories, fresh leads, and higher intent leads. learn more below!
ONLY PAY FOR QUALIFIED
FINANCIAL PLANNING LEADS
Our Financial Planning Leads include more information about your clients than any other lead platform! We also offer protected territories, fresh leads, and higher intent leads. learn more below!
FINANCIAL PLANNER LEADS
DISCOVER WHAT MAKES OUR LEADS BETTER
FINANCIAL PLANNER LEADS
DISCOVER WHAT MAKES OUR LEADS BETTER
SEARCH DRIVEN LEADS
All of our Financial Planning Clients find us by searching Google for local Financial Planners in Google Search, in your area!
EXCLUSIVE TERRITORIES
We allow you to own a protected territory broken up by Zip Codes so you’re the only Financial Planner calling on your leads!
FRESH LEADS EVERYDAY
All of our leads are less than 24 hours old. This means you can get in front of people actively looking for a Financial Planner!
SCORED QUALIFIED LEADS
We provide you with the most qualified financial planning clients with Income, Net Worth, FICO Score and Home Value included
OPTIONAL LEAD NURTURING
We offer the option of nurturing your raw leads to get them scheduling a free consultation with you on your calendar of choice
LOWER COST LEADS
Our leads are of a higher quality, provide more information about the consumer and convert at a higher rate than others!
TIERED PRICING
BASED ON LEAD
QUALIFICATIONS
At PolicySherpas, we only charge you for leads that are truly qualified. You can select from different lead scores based on your preferences. Please see the lead classification scores that we use below
TIERED PRICING
BASED ON LEAD QUALIFICATIONS
At PolicySherpas, we only charge you for leads that are truly qualified. You can select from different lead scores based on your preferences. Please see the lead classification scores that we use below
SILVER STATUS LEADS
($60 PER LEAD)
Silver Status Lead Qualifications
- Income (up to $150k)
- Net Worth (up to $250k)
- Home Owner (Yes)
- Home Value (up to $300k)
- FICO Score (over 700)
- Age (35+)
- High Intent Search Driven
GOLD STATUS LEADS
($130 PER LEAD)
Gold Status Lead Qualifications
- Income (up to $250k)
- Net Worth (up to $500k)
- Home Owner (Yes)
- Home Value (up to $500k)
- FICO Score (over 800)
- Age (55+)
- High Intent Search Driven
PLATINUM STATUS LEADS
($200 PER LEAD)
Platinum Status Lead Qualifications
- Income (Minimum of $400k)
- Net Worth (Minimum of $1M)
- Home Owner (Yes)
- Home Value (Minimum of $750k)
- FICO Score (over 780+)
- Age (55+)
- High Intent Search Driven
AUTOMATED LEAD NURTURING
AI-DRIVEN LEAD CONVERSIONS
We have pioneered advanced AI-driven automation for taking raw leads and turning them into even better leads by helping you qualify leads better.
AUTOMATED LEAD NURTURING
AI-DRIVEN LEAD CONVERSIONS
We have pioneered advanced AI-driven automation for taking raw leads and turning them into even better leads by helping you qualify leads better.
STEP ONE
QUALIFY INTENT
Our AI bot’s communicate with your leads to help us determine their level of intent. We can also find out why they want to talk to you, what questions they have and how you can provide better services tailored to their needs!
STEP ONE
QUALIFY INTENT
Our AI bot’s communicate with your leads to help us determine their level of intent. We can also find out why they want to talk to you, what questions they have and how you can provide better services tailored to their needs!
STEP TWO
EXTRACT INFO
Our conversational bots get answers to questions that help us determine your leads qualfication status even further and helps you understand their needs and situation better prior to your call with the client. This will help serve them better!
STEP TWO
EXTRACT INFO
Our conversational bots get answers to questions that help us determine your leads qualfication status even further and helps you understand their needs and situation better prior to your call with the client. This will help serve them better!
STEP THREE
SCHEDULE CALLS
Once we’ve asked leading questions to get more data, we then help you schedule a phone call with your lead to help you save time trying to book them for the initial consultation. This allows you to focus on closing more deals and less time qualifying leads
STEP THREE
SCHEDULE CALLS
Once we’ve asked leading questions to get more data, we then help you schedule a phone call with your lead to help you save time trying to book them for the initial consultation. This allows you to focus on closing more deals and less time qualifying leads
FINANCIAL PLANNING LEADS FAQ
Get answers to all your questions regarding our Financial Planning Leads!
FINANCIAL PLANNING LEADS FAQ
Get answers to all your questions regarding our Financial Planning Leads!
How long does it take to start getting leads?
Once you sign up as a Lead Buyer on PolicySherpas, it takes a few days to set up your account and start directing leads to your CRM. Account onboarding shouldn’t take more than 4-5 business days to get you fully set up!
Is there a set up fee to get started?
No, there is no fee charged to set up your account. However, there is a minimum deposit required to secure a protected zip code territory. The amount of the deposit is a minimum of $2,000 for the first Zip Code and an additional $1,000 for each Zip Code after that.
When a lead is generated and sent to you, the fee for the lead is taken out of the deposit. When your deposit balance gets below $400, we automatically charge your card for another $1600 to keep your account in good standing.
Do you require a contract?
No, we don’t require you to sign a contract or to purchase a minimum number of leads each month. You can cancel your account at any time and get a refund for any unused portion of your deposit balance.
Can I purchase more than 1 zip code territory?
Yes, you can purchase as many Zip Code territories as you like. You must be licensed as a Financial Planner in the state of which you own a territory though.
Do you offer other types of leads?
Yes, we offer leads for all lines of Insurance, Annuities and other Financial Services products. Please speak to your account rep for more information on lead types that aren’t covered on our website.
How many leads will I get a day?
The number of leads you can expect a day depends on the population of your Zip Code Territory and the amount of search volume for Financial Planners on Google.
What kind of information is included in the lead for clients?
We are a data aggregation company so we have a wealth of information on each lead that other lead providers could only dream of having. This includes FICO Score, Income, Net Worth, Home Value, all demographic data like Age, Gender, Marital Status and so on.