Frequently asked questions

Exclusive. Every lead in your order is delivered to you only. We do not sell the same lead to multiple agents or redistribute leads from your order. Once a lead is assigned to your order, it is yours.

Leads are generated from prospects who have actively expressed interest in the relevant insurance product through an opt-in process. The opt-in includes specific consent language, is screen-recorded, and is timestamped. We do not buy data lists or use aged leads.

We offer IUL leads, annuity leads, and mortgage protection leads. Each product targets a distinct prospect profile. All three are available at $3.99 per lead with a 50-lead minimum per order.

Lead records include the prospect's name, contact information, state, and the product interest they expressed. Each lead also has an associated consent record with timestamp, consent language version, source page, and screen recording documentation.

We filter lead delivery by state. When building your order, you select the states where you are licensed and want leads delivered. Availability varies by state and product type. If your state selection cannot be fulfilled at your requested quantity, we will contact you before processing.

The minimum order is 50 leads. Packages are available at 50, 100, 250, and 500 leads. Custom volume pricing is available for orders above 500 leads.

Yes. All package prices are listed on the product pages. There is no requirement to contact us before you can see what leads cost. All lead types are $3.99 per lead.

You can pay directly through Stripe at checkout using a card or ACH. If your agency uses invoice-based billing, W.T.S. can issue an invoice that you pay within the stated due date.

Yes. When building your order, you can select multiple states for delivery. All states in your selection must be states where you hold an active insurance license.

Yes. You can build a single order that includes IUL, annuity, and mortgage protection leads. Each type is delivered into the same CRM pipeline.

We use GoHighLevel, configured and managed by W.T.S. You get your own sub-account with all lead workflows pre-built. If you already have a GHL account, contact us to discuss integration.

CRM access is how leads are delivered and is included with every order. You receive access details within one business day of payment.

Real time. As leads are generated and consent is documented, they push directly to your CRM pipeline. No batching, no delays.

Your CRM sub-account is set up by W.T.S. before your leads arrive. It includes pre-built follow-up sequences for your product types, phone scripts, and configured pipeline stages. You start working leads, not setting up software.

Yes. Agency accounts support multiple producers. Each agent sees their own pipeline within the shared sub-account. Contact us to discuss agency setup.

Every lead in our system went through a documented opt-in process. The consent record includes a screen-recorded session, the exact timestamp of submission, the source page, and the version of consent language the consumer saw. This documentation is attached to your lead record.

The consumer's opt-in session is recorded from page load through form submission. The recording documents what the consumer saw, agreed to, and submitted. It stays on file and is available as supporting documentation for your records.

No. Consent documentation supports your outreach but does not replace your own compliance program. Agents are responsible for following all federal, state, carrier, and internal requirements. We do not offer legal advice.

Consent records are attached to lead records in your CRM. You can access them at any time through your CRM portal.