Unlike the “just call the leads more” agencies, Policyholder Vault actually removes the busywork that holds agents back.

We don’t ask you to chase, guess, or grind harder.

We handle the marketing, qualification, and appointment setting, so you can spend your time doing what matters most: selling and protecting families.

Our goal is simple: empower agents to focus on the #1 income-producing skill in this business — sales — while we handle everything else behind the scenes.

You close the deals.
We handle the rest.

Our team assists in setting up the tech for you so that you don’t have to. This can be into email, spreadsheets or a current CRM you have ensuring a smooth transition for you.

Your satisfaction is important to us. If a lead doesn’t meet your criteria, we will replace it or provide a credit towards future orders.

Depending on the vertical, we do have minimum order amounts to ensure your campaigns are properly looked after. This comes with guarantee that if you are for some reason no satisfied with your order, we will replace a batch of unqualified leads free of charge. There are currently no maximums on orders.

We use advanced targeting, segmentation and advanced profiling strategies to ensure leads are a high quality person on the other end. Leads are matched to your criteria and optimized based on your feedback.

Yes! We deliver leads solely for you/your agents so you aren’t competing with others. If you prefer, we can contact us directly if you prefer shared leads for a lesser lead cost.

The leads are delivered directly into your preferred platform. As part of our service, we will help set that up for you. This can be your email, spreadsheet, CRM or whatever platform you choose.

The cost of our leads varies based on the package you choose, the volume you require, and other specific needs. For specific pricing details, please get in touch with our team who will be happy to provide a tailored quote.

I’m going to be direct, nearly 90% of life insurance agents leave the industry within their first year. Not because they can’t sell, but because they spend all their time chasing leads instead of writing policies.

That’s exactly why we built Policyholder Vault.

Your time is best spent protecting families and getting paid, not worrying about ads, follow-ups, or where your next prospect is coming from.

If you’re okay doing what most agents do, then almost any marketing agency will work.

But if you want to be like the agents using Policyholder Vault, consistently meeting qualified prospects, protecting hundreds of families each year, and building real income, then book a call and see how it works.