We Generate your Leads, Book your Calls, and Follow Up for You.
A done-for-you service that brings in qualified appointments without the hassle. Available for Final Expense, IUL, Annuities, and more.
We are trusted by their agents:
6 Ways We Help You Stand Out and Close More Policies.
Book now to see the system, pricing, and next steps.
real data. REAL AGENTS. REAL RESULTS
We keep our agents’ results updated so you always see the real numbers. Check out our current closing rates and results and how our system performs. Plus, watch our video testimonials from agents below.
Why does this work? People don’t buy life insurance, they buy solutions to their problems.
Select the Right Plan for You.
All our plans include our built-in Smarter Advertising System to deliver high-quality, ready-to-talk leads and appointments for Final Expense, IUL, Annuities, and more.
What is “SmarTag by LeadGuizmo”?
By working directly with Meta, our team continuously improves your lead quality. Each week, we ask for a list of the leads you've closed. We then tag those with Meta as "high quality," helping the algorithm target more people just like them. Over time, this process boosts your results and maximizes your ad performance.
Quality leads made easy.
We Help You Get More Qualified Leads.
We Generate High-Quality Leads, So You Don’t Have To.
We create a custom funnel that educates, qualifies, and warms up your leads. With personalized videos and content that reflect yourself, your team or your agency. Once qualified, their information is sent instantly to you and your appointment setter.
We Book Appointments Straight to Your Calendar.
Once your leads are qualified, our expert appointment setters personally reach out to educate them further and lock in a time on your calendar. You show up, we handle the rest.
We Follow Up Relentlessly, So You Close More Deals
Our team stays on top of every lead. Those who didn’t answer or book right away? We keep following up via phone, email, and text until they convert or clearly opt out, maximizing your close rate without you lifting a finger.
Various Policies
Use our system to market Debt Elimination, Final Expense, IUL, Annuity, and more. We support multiple policy types to help you diversify and grow.
Ad Creation & Handling
We create and manage high-converting ads with clear, compelling messaging.
Campaign Control
You can tweak messaging, change targeting, or pause campaigns anytime. Just tell us what you need and we’ll handle the rest.
Done-for-You Process
We handle the entire personalized qualification process using our proven system, ensuring you get high-intent leads with the right information.
Appointment Setters
Our trained team calls each lead to qualify, educate, and book them for you. Appointments go directly into your calendar, fully hands-free.
Ongoing Support
Get help whenever you need it through chat, phone, or email. We're always available to make updates or answer your questions.
Made for agents who want results.
Who Can Benefit from This Program?
Life insurance agents who want Better Leads.
Agents who are looking to generate High-Intent life insurance leads, book more qualified appointments, and boost their Annual Premiums, while reducing their costs.
Life insurance agents Sharpening Their process.
Agents looking to refine their current strategies by accessing the same process used by industry-leaders.
Life insurance agencies.
Agencies looking for a reliable life insurance lead generation solution by accessing industry leading strategies to equip their agents with high-quality leads, ensuring ongoing success.
TCPA Compliant
We provide you resources that comply with TCPA regulations and update them every month. Most vendor forms are NOT compliant. BE CAREFUL!
NPN
We dedicate a section of the process for you to include your NPN (National Producer Number) as well as in the follow up messages to your leads. This ensures your legitimacy.
clear
We make sure to be transparent and avoid misleading information, such as saying it is free or by the state.
FCC 1to1 Consent
We use a transparent compliant process focused on education and entirely customized to you.
CRM
Most vendors will not use or integrate your CRM, they usually charge for that extra work, we do not! You are able to integrate any CRM with our program.
Scripts
Our appointment-setting scripts are designed to turn leads into booked calls effortlessly.
Start growing in 3 easy steps.
Here's how you can get started in 3 simple steps.
Step 1: Discovery Call.
We begin with a 30-minute Discovery Session to see if we’re a great fit. During this call, we’ll walk you through how everything works and answer any questions you may have.
Step 2: Campaign Setup.
If we move forward, we’ll build your EXCLUSIVE campaign from the ground up. It typically takes up to 24 hours for approval, once it’s live, your ads start running, and leads begin flowing in.
Step 3: Real-Time Delivery.
You’ll receive instant email notifications for every new lead, ensuring you can follow up while our appointment setters take care of scheduling your appointments.
About us
about us
Meet Our Team.
Because when you succeed, we succeed.
Your success is our priority.
At LeadGuizmo (formerly Knowledge Tree), we help life insurance agents attract motivated clients and grow profitable businesses. With over a decade of experience, we handle ads, lead qualification, and appointment booking, so you can focus on helping people.
Abe Dinah
CEO & Founder
Abe, the driving force behind LeadGuizmo (formerly Knowledge Tree), leads with a clear mission: to empower life insurance agents. His passion for helping them take control of their leads and reach new levels of success powers everything we do as a company.
Shadden Johnson
Operations
manager
Shadden is our creative powerhouse. As our lead Content Creator, she and her team produce engaging video and written content that gives agents a marketing edge, helping them attract more leads and close more sales.
Hasnat Rahman
Project Manager
Hasnat Rahman serves as our Project Manager and Lead Generation Specialist. He manages campaign performance and ensures agents receive top-tier leads, working closely with our marketing team to deliver strong, consistent growth.
Team
Lead Setters
Our frontline communicators who turn interest into opportunity. Trained in proven scripts and strategies, they qualify leads, confirm appointments, and ensure agents spend more time with ready-to-buy prospects.
Our Expertise
We’ve analyzed every variable to create a top-tier program that sets you apart and helps you close more policies with confidence.
It's time to Diversify
By using our proven method, you'll stand out by selling a solution, not just another policy, so you’re never seen as just another agent.
Frequently Asked Questions.
What type of leads can I get? Our Program is available for Final Expense, Annuity, IUL, Mortgage Protection and more. As well as Whole Life Insurance, reimagined through our debt-elimination strategy.
Can I provide my own script for the appointment setters? Yes, you can. You will have access to our scripts and you can request using your own.
Is there a contract? No, you can cancel your subscription at any time.
Do I have to write the article and wording? No! We handle everything. We provide all the resources & templates you need to succeed, including Ad videos, articles, Ad Copies, scripts and more.
Do I receive my leads instantly? Yes! You receive the leads instantly after your prospects complete the process. Our leads are instant leads. As you receive your leads, our appointment setters will be scheduling your calls.
Can I add my website to the process? We do not recommend implementing your website as websites are for educational purposes and not lead generation. Our persuasive funnel converts the leads when a Website distracts them, and they tend to not submit their information.
Can I integrate my CRM in your proven method? Yes you can! Our team will assist you in implementing your CRM in our proven method.
Can I target multiple states? Absolutely! Our program is designed to generate statewide leads, allowing you to target one or multiple states. We can also refine your audience by age groups and other key demographics.
Can I choose the age group? Yes, you can choose the age group that suits you.
