Your campaign, built for your market
Each campaign is built for your market and runs in the states where you're licensed. Your leads go to you, into your own account.
Trucker & Owner-Operator
Ads aimed at drivers and owner-operators who don't have a pension or company retirement plan.
Indexed Universal Life
Campaigns for agents offering IUL, including new-policy and existing-policy review campaigns.
Contractors & Trades
Campaigns for self-employed tradespeople and small business owners: electricians, plumbers, builders and more.
Final Expense
Lead campaigns for agents who help families plan for end-of-life and burial costs.
Mortgage Protection
Campaigns that reach homeowners looking to protect their mortgage if something happens to them.
Annuities & Retirement
Lead campaigns for agents working with pre-retirees and retirees on retirement income planning.
Linemen, federal employees and postal workers
New campaigns for IUL agents in more markets. Ask about availability in your states on your call.
From your ad to a booked call
Every lead runs through the same tested path, so you're alerted fast and nobody slips through the cracks.
They see your ad
Your ad runs in the states where you're licensed.
They answer a few questions
A short set of questions so you know who you're calling.
They verify their phone
They confirm their number with a text code before submitting.
They land in your CRM
The lead goes straight into your own CRM account, assigned to you.
Your automations start
Alerts, texts, emails and follow-up kick in right away.
What happens in the first minute
- You get an instant text and email alert with the lead's name, phone and answers.
- The lead gets a text and email from you, with a link to your booking calendar.
- A call task is created so the lead shows up on your to-do list right away.
What happens after that
- Automated text and email follow-up for leads who don't answer or don't book.
- Appointment confirmations and reminders 24 hours, 1 hour and 15 minutes before the call.
- Rebooking messages for no-shows, and a longer nurture for leads who aren't ready yet.
- Leads who reply STOP are opted out automatically.
How to get started
Start with the agent agreement. Signing takes about two minutes, then you go straight to checkout and onboarding. Most agents are live in about two weeks.
Sign the agent agreement
Read and sign the service agreement online. This is where everything starts.
Sign the agent agreementSecure checkout
After you sign, you're taken straight to checkout for $1,500: the $500 setup fee plus your first month of management.
Complete onboarding
After checkout you fill out the onboarding form: your NPN, licensed states, business details and lead preferences.
Start onboardingWe build and launch
We build your CRM, calendar, ads and lead forms, you approve everything, and your campaign goes live.
Have questions first? Book a 15-minute call or call/text (413) 345-3183.
After you sign up
- We build: your CRM, calendar, automations, ad creative and lead forms.
- You approve: you review all ad copy, images and lead forms before launch, so they meet your state, carrier and upline rules.
- You fund your ads: you choose how much you put into your ads each week. The more you put in, the more leads you get.
- Launch & optimize: your ads go live, leads land in your CRM, and we monitor and adjust the campaign.
What's included
- Ad creative (images and copy) built for your market
- Campaign setup, budget management and ongoing optimization
- Lead forms with phone verification
- Your own CRM account with your leads, contacts and pipeline
- Automated text and email follow-up for every new lead
- An online booking calendar in your name
- Performance check-ins and ad adjustments as results come in
Simple pricing
All amounts in US dollars.
Setup fee
CRM, calendar, automations, ad creative, lead forms and campaign build.
Management
Ongoing campaign management, optimization and support. Billed monthly in advance.
Ad spend
It's up to you how much you put into your ads each week. The more you put in, the more leads you generate. Paid weekly and passed directly to Meta to run your ads.
Common questions
Are the leads shared with other agents?
Do you guarantee a number of leads or sales?
How long until my ads are live?
Whose Facebook Page do the ads run on?
Do I need my own CRM?
Who approves the ads?
Can I cancel?
Why do I have to book a call first?
Terms, refunds & privacy
The key points of our agent service agreement. Every client signs the full agreement before we begin.
What we do
Unchained Leads is a service of Unchained Financial LLC, a marketing service provider. We create, run and manage advertising campaigns designed to generate leads for licensed insurance agents, and we provide CRM and follow-up tools to help agents manage those leads.
What we don't do
- We don't sell insurance to the agent's leads or act as the agent's insurance producer.
- We don't guarantee a specific number of leads, lead quality, appointments, policies or commissions.
- We're not responsible for whether the agent makes sales. Results depend on factors outside our control, including the market, ad platform performance and how leads are contacted and followed up.
Agent responsibilities
- Holding the proper insurance licenses for every state you sell in, and keeping them current.
- Following your carrier, marketing organization and state rules, including any required approval of ad content.
- Contacting leads promptly and following do-not-call, texting and consent laws, including honoring opt-out requests.
- Keeping your payment method current so your management fee and ad spend can be processed.
Ad platforms
Ads run on Meta (Facebook and Instagram) and are subject to Meta's policies and review. Meta may limit, reject or pause ads at its discretion. Ad delivery and cost per lead are set by Meta's auction and can change.
Refund & cancellation policy
Setup fee ($500)
Non-refundable. Account setup, ad creation and campaign build begin as soon as payment is received.
Management fee ($1,000/month)
Billed monthly in advance and non-refundable once billed. Cancel anytime with 30 days' written notice by email to [email protected]. Service and billing continue through the end of the 30-day notice period, after which no further management fees are charged.
Ad spend (weekly, amount you choose)
Ad spend is paid weekly in advance and placed with Meta for your campaign as soon as it is received, so it is non-refundable once paid. If you cancel, your campaign keeps running through the end of the week you've already paid for and you receive those leads. No further weekly ad spend is charged after that week.
Results
Refunds are not given based on lead volume, lead quality, appointments or sales results.
Billing questions
Please contact us before disputing a charge with your bank. We respond to billing questions within 2 business days at [email protected] or (413) 345-3183.
Privacy policy
Unchained Financial LLC (doing business as Unchained Leads) collects the contact and business information you give us (such as name, email, phone, licensed states and payment details) to provide our services, process payments and communicate with you. Payments are processed securely by Stripe; we don't store full card numbers. Lead information generated by your campaigns is delivered to your CRM account and used only to provide the service to you. We don't sell your personal information. To ask about, update or delete your information, email [email protected].
Terms of use
By purchasing our services you agree to the service terms and the refund and cancellation policy on this page, along with the signed service agreement, which controls if there is any conflict. Services are provided to licensed insurance professionals in the United States. Prices may change with 30 days' notice to current clients. These terms are governed by the laws of the Commonwealth of Massachusetts.
Ready to launch?
Sign the agent agreement to get started. Questions first? Book a 15-minute call.