30-year IUL producer: 15 exclusive appointments in month one
Three decades of IUL production, but more than half of every week going to cold-calling referrals and aged lists.
Every shared-lead vendor put the producer in a race with four other agents on the same contact. Close rate was under 5%.
The goal: exclusive appointments matched to the license state, pre-qualified, on the calendar — not leads, not aged lists, not shared lists.
Onboarded onto exclusive IUL appointments, routed to a RodeoLaunch tenant site built on the Personal Brand Framework (carrier-agnostic, agent's own branding).
Pre-verified by phone before any appointment hit the calendar. State + product fit enforced on every booking.
Leads synced into the existing GHL pipeline with tag set Source:Newsite, Interest:IUL, so existing follow-up sequences kept running unchanged.
15 exclusive IUL appointments delivered in month one.
Average cost per appointment: $425.
7 issued policies. Close-to-sale on verified appointments: 47% (vs ~5% on shared leads previously).
Monthly AP: $32,000. Lead spend: $6,375. ROAS: 5.0×.
15 exclusive IUL appointments delivered in month one. 30-year IUL producer · Texas market Independent IUL producer · TX license