30
Leads
19
Appointments
13
Showed
5
Closed
“From the recent 30 leads, your guy booked 19 appointments. 13 show up, and 5 closed. Solid results.”
Trusted by 300+ life insurance agents
Final Expense agents are already using our system to write $10,000+ in AP weekly.
Our custom built system pre-qualifies prospects, schedules calls, tracks your results, and brings you more clients like them.
★★★★4.3 out of 5 stars
LeadGuizmo
Trusted by agents across leading IMOs and agencies
- Trusted Agents
- Leads Generated Per Month
- in AP Weekly
- Years of Expertise
Us vs. The Alternatives
Stop buying a lead program. Build a client acquisition system around your business.
Most companies sell you leads. We build the system around you.
Traditional lead vendor
Sells you leads.
- Sells you a package of leads
- Focuses on lead volume and delivery
- You adapt to their system
- You stay dependent on the provider
LeadGuizmo: Done For You
We build it around you.
- Builds the system around your business
- Tailors the strategy to your goals, market, and products
- Connects leads with qualification, follow up, and your CRM
- Designed around how YOU sell, so results compound
You don't need another company selling you leads. You need a system built around your business.
To be clear, we are not a lead vendor.
We build a fully customized Final Expense client acquisition system from scratch, designed exclusively for you and your agency.
What's Inside
One Platform to Generate, Qualify, and Manage Your Leads
No more juggling multiple tools or vendors. Here's what you get with our ecosystem.
Done For You Lead Generation
We build and manage your entire client acquisition system, ads, surveys, articles, lead qualification, and more. Everything is customized for you or your agency.
Higher Quality Leads
Tools like SmarTag™ and our conditional logic filter out unqualified prospects, so you spend more time talking to people who actually want to have a conversation.
GuizmoGPT
Every lead comes with a personalized call brief built from their survey answers, summary, opening script, likely objections, and talking points. No more guessing before you pick up the phone.
SurveyGuizmo CRM
Manage all your leads, surveys, conversations, calls, and follow-ups from one simple platform.
The best part? It's all included in a single plan.
How It Works
How It Works in 6 Steps
Not a generic funnel. A custom built client acquisition system that actually works.
01
They See a Clear Ad
We run straightforward ads that attract attention and set clear expectations from the start.
02
Smart Pre Qualification
We pre-qualify every prospect through a structured questionnaire using our advanced conditional logic. Anyone unwilling to book or attend a consultation is filtered out.
03
Leads Are Captured Instantly
Once completed, leads are instantly sent to you via email or directly into our built-in CRM, SurveyGuizmo, so you can act fast.
04
Your Custom Built Article
After submitting their information, prospects are sent to your personalized article, created specifically for your agency to strengthen trust and authority.
05
Built In Appointment Booking
Inside the article, prospects are further educated, understand the urgency, and can proactively schedule a call, adding an extra layer of qualification.
06
We Activate SmarTag™
Our SmarTag™ tracking system monitors which leads you close. As you work through each batch, our AI learns your ideal client profile and delivers more prospects like them.
Every campaign is uniquely built. Our mission is to help each agent or agency stand out in their own way, not blend in with the market.
New · AI Powered
GuizmoGPT
Your AI sales co-pilot, trained for life insurance calls
One click on any lead and GuizmoGPT writes you a tailored call brief, summary, opening script, objections, and closing, built from the answers that lead gave you.
Available inside our Built-In CRM, SurveyGuizmo.
Personalized opening script
Built from each lead's exact survey answers, never generic.
Tailored talking points
Hit what matters to this lead, in the order that converts.
Objection handling
Pre written responses to the objections this lead is likely to raise.
Closing script & next step
Move every conversation toward the appointment with confidence.
Call brief · Maria Johnson
Generated by GuizmoGPT · just now
Summary
55-year old homeowner concerned about leaving debt to her family. Mortgage of $180k, two adult kids. Open to Final Expense + Mortgage Protection bundle.
Opening
"Hi Maria, this is [Agent] following up on the questionnaire you filled out. You mentioned protecting your family from the mortgage, I have a quick way we can map that out together…"
Likely objection
"I need to talk to my husband first."
→ "Totally understandable, let's set a quick 3-way for tomorrow so he hears the same numbers."
GuizmoGPT is included with every plan · Available inside our Built-In CRM (SurveyGuizmo) · Works on every lead in your pipeline
Tracks every closed lead
SmarTag™ monitors which prospects you actually convert into clients.
Learns your ideal client
Our AI builds a profile of who closes best with you, batch after batch.
Refines targeting in real time
As you work, the system adjusts to surface more leads like your winners.
Improves over time
The longer you run, the sharper your lead quality gets, automatically.
No manual tagging required
Everything happens in the background while you focus on selling.
Compounds your ROI
Better targeting means higher close rates and lower cost per acquisition.
SmarTag™
AI That Learns Your Best Clients
SmarTag™ is our proprietary tracking system that watches which leads you close and feeds that signal back into your campaigns.
Conditional Logic
It's Good to Disqualify. Better to Avoid Them Entirely.
With our advanced conditional logic, unqualified prospects never reach you. You only receive leads who match your exact criteria, so every conversation counts.
1
Keeps leads engaged
Guides prospects until they book or confirm they're ready for a call.
2
Creates urgency
Shows the risks of being uninsured and why talking to an agent now is critical.
3
Filters out tire kickers
Removes unqualified or non-serious leads.
4
Sets clear expectations
Leads know it's about life insurance, understand the cost, and feel urgency.
5
Builds commitment
Prepares prospects to answer the call and talk with you.
6
Delivers high intent leads
You focus only on people ready to move forward.
Free Preview
See What Your System Would Look Like
Answer 3 quick questions and get an instant preview of the custom acquisition system we'd build for you.
What do you sell?
Testimonials
What Our Agents Are Saying
(Formerly Knowledge Tree Solutions)
320+ agents used our system in 2025 to connect with higher intent buyers and close more policies.
"See how our partner agencies are thriving with this system"
"I thought I was going to be challenged setting up my system, but they held my hand from A to Z"
"In terms of leads, their Online Course was my best investment this year"
"People knew who I was and were expecting my calls"
"I'm getting quality leads because these people are not bamboozled"
"I closed 4 out of the first 9 leads I generated"
Real Results
Real agents. Real campaigns. Real results.
See what agents are actually experiencing with LeadGuizmo.
→
→
→
30
Leads
18
Appointments
14
Showed
4
Closed so far
“I had 18 appointments booked for me last week from 30 leads. Out of those, 14 showed up, and I ended up closing 4 so far.”
4,234
AP from the ad we gave
700
AP from their own ad
“I wrote 4,234 AP from the ad you gave me and 700 AP from the ad I created. Everybody I spoke to so far knew exactly who I was.”
17
Leads
8
Closed
“So far I got 17 leads, closed 8.”
20
Appointments
15
Showed
3
Closed
“I had 20 on the calendar. 15 of them showed. I've already closed 3 with 2 more follow ups that are looking good. Appreciate the quality.”
Numbers shown exactly as reported by agents in their own messages. Individual results vary.
More From Our Agents
Unfiltered Messages
Unfiltered messages from agents using our system every day.
Real Campaigns. Real Results.
See Some of the $10,000+ Winning Campaigns
Custom ads, stories, and articles, all built around your agency to position you as the trusted authority in your market.
Feed Ads
Story Ads
Custom Articles
Peace of Mind
Our Guarantees
Because your peace of mind matters as much as your results.
🔄
Duplicates? We Replace Them.
If someone fills out your form twice, we automatically replace the duplicate submission.
📱
Disconnected Numbers
Since prospects fill out their info manually, errors can happen, but you'll never lose out. We replace any invalid leads.
⚡
Delivered Fast, Guaranteed
We guarantee lead delivery within 7 days, unless your campaign plan states otherwise.
📈
Always +15% Extra Leads
Every campaign includes 15% extra leads by default, even if you never request replacements.
🛡️
You're Fully Protected
Every lead, every campaign, every time, our guarantees are here to make sure you get results without the risk.
And There's More
Added features built with your success in mind.
📋
FCC 1-to-1 Consent
We use a transparent process focused on education rather than just gathering information, keeping you compliant.
📞
Follow-Up Calls
Automatically schedule follow-up calls with every lead on a custom schedule to make sure your team gets them on the phone.
✅
TCPA Compliant
We provide resources that comply with TCPA regulations and update them every month. Most vendor forms are NOT compliant.
🔗
CRM Integration
Get access to SurveyGuizmo, the all-in-one CRM that helps you manage your life insurance leads with integrated surveys, chats, and calls.
Who Can Benefit from This Program?
Made for Agents & Agencies who want results.
👤
Life Insurance Agents
This isn't about copying what everyone else is doing, it's about getting ahead of the curve with smarter marketing and smarter conversations. With our SmarTag™ System, you don't just get leads, you get a consistent flow of handpicked opportunities that match your ideal client.
🏢
Life Insurance Agencies
If you're building a team or managing an established agency, we equip you with a customized client acquisition engine to help you scale without the stress. Whether you have 3 agents or 300, our system is designed to support sustainable growth at every stage.
Built for
Final ExpenseIULAnnuitiesMortgage ProtectionDebt EliminationOther life insurance products
Not for everyone: if you only want the cheapest possible list of names, or expect someone else to close your business for you, LeadGuizmo may not be the right fit.
Quick Summary
What's Inside?
SmarTag™ Closing Algorithm
Our AI learns your ideal client profile and delivers more prospects like them.
High Performance Ads
Feed, stories, video, and more, maximum visibility across platforms.
Persuasive Ad Copywriting
Strategically written to speak directly to your ideal audience.
Exclusive, Qualified Leads
Every lead is yours alone, no sharing, no competition.
100% Exclusive Campaigns
Tailored resources designed specifically for you, reinforcing credibility.
Strong Online Presence
We create and structure your Facebook page to look professional and trustworthy.
Affordable & Effective
High quality leads without breaking your budget.
Strategic Onboarding
We gather info about you, your agency, and your goals to build a fully customized system.
We Handle Everything
We manage campaigns, optimize performance, and launch new ads every 14 days.
Instant Delivery
Get leads in real time, ready to call immediately.
Built-In CRM
SurveyGuizmo
All in one CRM for managing your life insurance leads, featuring integrated surveys, chats, and calls.
app.surveyguizmo.com
Pricing
Get Leads, Set Appointments.
The most cost-effective program available. No contract. No commitment.
What Your Management Fee Covers
$999/month No contract. No long term commitment.
AI Assistant
Smart automation for lead nurturing
SmarTag™ by LeadGuizmo
Proprietary lead scoring technology
Ongoing Follow-Ups
Automated multi-touch sequences
Personalized Qualification
Custom pre-qualification process
Ad Creation & Management
Done for you campaign creatives
Unlimited Personalization
Campaigns tailored to your brand
Full Support
Dedicated team at your side
Leads are separate. You pay the actual lead cost (about $10 per lead, at cost) separately. We don't hide it inside the management fee.
MOST POPULAR
Pro Plan
For Individual Agents
$999/month
+ $10 per lead (at cost)
How does it work?
$999/mo
+$10/lead
Management fee + leads at cost via Meta Ads
Example
At $50/day → 5 leads daily → 150 leads/month
($999 + $1,500) ÷ 150 = $16.6/lead
Pay as you go, adjust anytime!
TEAM ADD ON
Team / Agency Add On
Requires an active Pro Plan
$480/mo per extra agent
+ $10 per lead (at cost)
How does it work?
Pro Plan
+$480/agent
Already on the Pro Plan? Add extra agents for just $480/mo each, no need to buy a full $999 plan for every new team member.
- ✓Everything in the Pro Plan
- ✓Add unlimited agents at $480/mo each
- ✓Centralized campaign management
- ✓Team performance insights
- ✓Priority support
What Happens After You Get Started?
You're just one call away from getting the appointments you've always wanted.
01
We learn your business
Products, market, goals, and sales process.
02
We build your system
Campaign, funnel, qualification, and CRM setup.
03
We launch
Usually within 3 to 5 days, your campaign goes live and starts generating prospects.
04
We optimize
We monitor performance and improve the system based on what the data tells us.
Meet Our Founder
You're not dealing with a faceless lead company.
LeadGuizmo was built around a simple idea: agents shouldn't have to keep buying leads from systems they don't control. We work with agents and agencies to build a client acquisition system around their products, market, goals, and sales process.
Abe Dinah
Founder, LeadGuizmo
"Everything we build is based on real-world experience working closely with life insurance professionals and agencies."Schedule a Call
Follow Us
Stay Connected on Instagram
Behind the scenes, client wins, and tips, follow @leadguizmo for daily insights.
300+
Agents Served
Daily
Content
Real
Results
Frequently Asked Questions
Schedule a Quick Demo
We'll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get-started.
Schedule a Quick Demo →