Final Expense agents are already using our AI to write $10,000+ in Annual Premium weekly.
Our AI-Powered system adapts to each prospect, schedules your calls, tracks who’s closing, and brings you more clients like them.
We collaborate closely with:
HOW IT WORKS in 6 steps.
Not a generic funnel that gets ignored, but a conversation they’ll remember.
1. They see a clear ad.
Your prospect sees an upfront ad that clearly says it’s about life insurance (any cost is stated).
2. OUR AI ASSISTANT PRE-QUALIFIES EVERY LEAD.
When prospects click your ad, they enter a conversation with our built-in AI Assistant. It educates them, filters out tire-kickers, answers their questions, and sets clear expectations for their upcoming call, ensuring only serious prospects move forward.
3. LEADS ARE CAPTURED INSTANTLY.
Prospects provide all the details you need, and you receive them instantly via email or directly in your CRM, so no lead is ever lost.
4. WE BOOK YOUR APPOINTMENTS.
Our AI Assistant automatically schedules calls in your calendar, guides prospects to expect your call, or redirects them to your website, keeping every lead engaged.
5. We follow up until you close.
If not closed on first contact, the lead enters an automated Email/SMS drip, staying engaged until you close the sale.
6. We activate our SmarTag™ system.
We track which leads you close, and as you work through a batch, our algorithm learns to deliver more clients just like them.
How Our AI Assistant Works for You.
Imagine a system that doesn’t just collect information, but adapts the conversation to each person, making it personal, relevant, and showing them why they need you.
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.
Need help deciding?
BOOK Your Discovery CALL.
Book your Discovery Session with us. We’ll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get started.
LeadGuizmo (formerly Knowledge Tree)
What our agents are saying.
320+ agents used our system in 2024 to connect with higher-intent buyers and close more policies.
Let’s Find the Right Plan for You.
The most cost-effective program available, with every lead perfectly optimized by our SmartTag™ system.
And There’s More.
Added features built with your success in mind.
FCC 1to1
Consent
Rather than having our agents only gather information from prospects, which will soon be noncompliant. We use a transparent process focused on education and entirely customized to you.
Follow-Up
Calls
Automatically schedule follow-up calls with every lead on a custom schedule to make sure that your team gets them on the phone and closes the deal.
TCPA
Compliant
We provide you resources that comply with TCPA regulations and update them every month. Most vendor forms are NOT compliant. BE CAREFUL!
High-Quality Scripts
Your AI Assistant scripts are designed to turn leads into booked calls effortlessly.
SMS
Responses
If you are unavailable, we automatically send the lead a text message to get the conversation started and let them know that you will be in touch.
CRM Integration
Most vendors will not use or integrate your CRM, they usually charge for that extra work, we do not! You can integrate any CRM with our program.
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 each producer with a dedicated lead engine, offer precise performance tracking, and help you scale without the stress. Whether you have 3 agents or 300, our system is built to support sustainable growth at every stage.
Quick Summary.
What's Inside?
BUILT-IN AI ASSISTANT
A conversation your leads won’t forget.
SmarTag™: Our closing algorithm
Our SmarTag™system delivers qualified appointments just like the ones you’ve already closed.
Exclusive, Qualified Leads
Every lead is yours alone, no sharing, no competition.
Instant Delivery
Get leads in real time, ready to call immediately.
Hot Prospects Only
All leads know what they’re signing up for, so your calls convert faster.
100% Exclusive Campaigns
Every campaign is tailored just for you.
Full Details
Name, Phone, Email, Coverage Amount, and more.
Fast Turnaround
Your full order is delivered within 48–72 hours.
We Handle Everything
From generating leads to setting appointments, we manage it all for you.
Affordable & Effective
High-quality leads without breaking your budget.
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 funnel.
Delivery: Your exclusive Final Expense 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 team.
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.
Frequently Asked Questions.
What type of leads can I get? Our Program is available for Final Expense, IUL, Annuity, and more.
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. However, at the end of our qualification process, we can seamlessly redirect the prospect to your website
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.
LeadGuizmo (formerly Knowledge Tree)
BOOK Your Discovery CALL.
Book your Discovery Session with us. We’ll guide you through the SmarTag™ System, explain our process, answer your questions, and help you get started.
Our family of services:
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