We offer options for leads and prospects.

ListGiant

If you're contracted with us, we will set you up with up to 500 free prospects through Giant Partners. To take advantage of those, please complete our prospect information form.
If you'd like more information about our free prospects, please chat with us and we can give you detailed information as to how the process works. You must be a contracted agent with us in order to receive your free prospects.
Kramer Direct
Kramer Direct offers prospect lists, lead mailers with protected territories and leads delivered daily, and drip marketing. 

You can request samples of leads before purchase.

USA Data

If you're interested in targeted lists that you can turn into leads and purchase within minutes (orders begin at $50) and are backed by Mutual of Omaha, USADATA offers pre-scrubbed lists. There is a 90 day lock out for purchased names with them​. 
Mutual of Omaha also offers free, customized mailers to their contracted agents for prospecting. You can order them via our Forms & Materials page. Search for the prospecting criteria via the Forms search.

Use your Mutual of Omaha Marketing Credits towards postage.

Scripts & Customer Engagement Models

Free Prospects Free Prospects

    If you're a contracted and writing agent with us, please complete the form below for your free prospects. We'll email you an Excel file with your lists.

    ​​What geographic location do you want to target? Please enter specific zip codes and/or county names.
    Zip Code Finder >
    ​We will by default, pull prospects with median income levels of $35,000+. 
    If you would like phone numbers to call the prospects, keep in mind they’ve been scrubbed against the 'Do Not Call' registry, and this will narrow your pool of prospects down considerably.
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    We recommend spending the money to send out mailers to attract new clients, as this will pull a larger number of prospects. You can mention setting up an informative session at a local establishment (to be determined) to attract a number of prospects at one time. We will even create a co-branded post card for you to announce your seminar. 

    If you DO want phone numbers, sending a mailer out first, and then following up with a phone call could yield a better return.
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    Keep in mind you have 30 days to reach out to the prospects on the list, once you receive your order. If you do not reach out to them in that time-frame you will need to scrub them against the Do Not Call registry again yourself.

Referrals are the best way to grow your client base. Have you considered offering a referral reward program for your existing clients?

Download Our Referral Template

Tips to Keep in Mind from Mutual of Omaha

​Get to No
Traditional thinking says to get people to say “yes,” even if it’s a small concession. However, clients are likely conditioned to have their guard up against saying yes too early. Rather than looking for that small win, try taking the approach of using “no.”

Getting a client to say “no” is empowering for them: it makes them feel protected, not pressured. Allowing them to have that power, they’re more willing to participate in a conversation.

Sometimes changes in language can be nuanced. For example, rather than saying, “Can you talk for a few minutes?” try, “Is now a bad time to talk?” Or, “Is it silly to say we can get you more coverage while not breaking the bank?”
Label
For example, a client who seemed ready to purchase a life policy suddenly stops answering phone calls. Your first response might be to begin an email with an open ended question, “Are you having second thoughts?”

That line of conversation is a road to nowhere. Rather, try the label approach.

Agent: “It seems like you have concerns about making such a big commitment.”

Client: “Yeah, I’m a little worried about it.”

Agent: “I’m sorry to hear that. Let’s go through your concerns and be sure this is the right policy for you.”

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Two Words
There is a huge difference between “you’re right” and “that’s right.” “You’re right” infers the desire to get out of the conversation. “That’s right” continues the journey of a deal. An example would be after some discovery conversation with a senior-aged client:

Agent: “So let me repeat back to you what you’ve said to me, and correct me at any point. You’re worried about out-of-pocket costs that may come with dental care that’s not covered by a Med supp product.”

Client: “Yeah, that’s right.” 
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Tips by Mutual of Omaha's Mutual Matters 1Q2018

Tools & Articles on Leads & Prospecting