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.
Trusted by agents across leading IMOs and agencies
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.
How It Works in 6 Steps
Not a generic funnel. A custom-built client acquisition system that actually works.
They See a Clear Ad
We run straightforward ads that attract attention and set clear expectations from the start.
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.
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.
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.
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.
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.
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.
Keeps leads engaged
Guides prospects until they book or confirm they're ready for a call.
Creates urgency
Shows the risks of being uninsured and why talking to an agent now is critical.
Filters out tire-kickers
Removes unqualified or non-serious leads.
Sets clear expectations
Leads know it's about life insurance, understand the cost, and feel urgency.
Builds commitment
Prepares prospects to answer the call and talk with you.
Delivers high-intent leads
You focus only on people ready to move forward.
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. No more cold dials. No more guessing.
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.
55-year-old homeowner concerned about leaving debt to her family. Mortgage of $180k, two adult kids. Open to Final Expense + Mortgage Protection bundle.
"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…"
GuizmoGPT is included with every plan · Available inside our Built-In CRM (SurveyGuizmo) · Works on every lead in your pipeline
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?
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"
Straight From Our Agents
Unfiltered messages from agents using our system every day.
Check Out Some of Our $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
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.
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.
SurveyGuizmo
All-in-one CRM for managing your life insurance leads, featuring integrated surveys, chats, and calls.
Get Leads, Set Appointments.
The most cost-effective program available. No contract. No commitment.
What's Included
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
Pro Plan
For Individual Agents
+ $10 per lead (at cost)
How does it work?
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 / Agency Add-On
Requires an active Pro Plan
+ $10 per lead (at cost)
How does it work?
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
Getting Started Is Easy
You're just one call away from getting the appointments you've always wanted.
Book your Discovery Call
We'll walk you through our program, pricing, and answer all your questions.
Enroll & Launch
If we're a good fit, we'll get you enrolled and start building your tailored system.
Delivery
Your exclusive leads are delivered, and appointments are booked directly into your calendar.
More Results
Our closing algorithm, SmarTag™, ensures more clients just like the ones you successfully converted.
Behind every lead, is a team that cares.
Meet Our Founder
Abe Dinah
Founder of LeadGuizmo
"Everything we build is based on real-world experience working closely with life insurance professionals and agencies."Schedule a Call
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
Book Your Discovery Call
We'll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get started.
Book My Discovery Call →