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    • Existing Agents
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    • Carrier Selection
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​PROSPECTING INFORMATION

Complete Prospecting Form

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.

Our prospects can be used for any type of insurance you're selling. These are NOT qualified leads. They are  names, addresses and phone numbers. If you're targeting Medicare prospects, we recommend that you market to prospects who are not turning 65, as that market is heavily saturated.

We recommend reviewing our Prospecting Guide to target your prospects. We also have Customer Engagement Models that will help you structure your conversation, and assist you with closing those prospects.

Customer Engagement Model >

Client Medicare Supplement Fact Finder >

Don't forget to utilize our Resource for Rates quoting tool to run quotes for your clients to find the best plans for their needs. Resource for Rates will allow you to run quotes for Medicare Supplement, Final Expense, Dental, Hospital Indemnity, Medicare Advantage and PDP plans. If you need to run quotes for other types of life insurance or annuity products, please visit our Quoting page.
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Life Customer Engagement Model >

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. Visit our Email & Mail page for ideas. 
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.


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Questions? Chat with us now.

    ​​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+. 
    We will by default, pull prospects who are turning age 65 three to six months out from the date you submit this form, unless you specify otherwise in the criteria below.
    ​
Submit

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1480 Chapel Ridge Road
Suite 200
Apex, NC 27502

​800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

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