Home Insurance
Bundled home + auto
Auto Insurance
Life/Final Expense
Renters Insurance
Umbrella
Fill out the form if you’re looking to partner with us to buy calls, clicks, and leads!
We partner with regional and national brands as well as captive and independent agencies, and we service the following products:
Get more sales out of your ad spend with exclusive inbound leads
Exclusive high-intent leads
A steady stream of inbound traffic from consumers who are actively seeking auto, home and bundled insurance in the geographic area you serve
Precise intelligent targeting
With advanced targeting capabilities and our proprietary AI agent, we match the leads meeting your ideal customer profile to your business
Large volume from trusted sources
Traffic from our expansive network of 400+ vetted, compliant affiliate sources and our owned and operated properties, including Rate Retriever
Proactive campaign optimization
Access to our proprietary call management platform, CallThread, for real-time dashboards, easy call source management, and automated call recording + scoring
CallThread is Soleo’s proprietary call management platform that features real-time reporting and built-in compliance safeguards. CallThread it makes it easy to manage sources, monitor call quality, and optimize your campaign.
Key Features:
Read more about CallThread
Fill out our sign-up form now and take the first steps towards growing your business with inbound leads
Fill out our sign-up form now and take the first steps towards growing your business with inbound leads
Create your profile
Tell us about your agency or brand, and how you best serve your clients
Set your preferences
Choose the types of leads you want and the volume that suits your agency’s capacity
Receive referrals
Start getting leads directly to your phone, inbox, or website
Retriever Rate is our insurance comparison tool that saves consumers time and money by giving them the information they need to choose an insurance carrier in less than 30 seconds without fear of spam.
With Rate Retriever, we match you with high-intent, targeted consumers based on your competitive position, which means they’re more likely to purchase a policy. Our method maximizes your return on ad spend and makes the use of your internal resources more efficient. We partner with captive and independent agents as well as regional and national brands.
Visit the Rate Retriever website
FAQs
Are the calls exclusive or shared?
All calls are exclusive inbound calls. Calls are never resold to multiple buyers.
How much does it cost?
We offer flexible pricing meant to fit your business goals. Pay-per-call and commission-based pricing models are available.
What call volumes can I expect?
Call volume depends on your business needs. We work with partners who set small daily call caps and those who are looking for a much larger volume. Either way, you can expect slow volume as we learn what works best for your campaigns and your campaign scales.
How long does onboarding take?
Generally, our onboarding process is fast and painless, supported by our team of experienced account managers. We’ll guide you through setup and you’ll be receiving calls as quickly as possible.
Can I pause or adjust campaigns?
Yes, campaigns are flexible. You can adjust your geo-targeting, volume, or source preferences at any time.
What support do you provide?
Every partner has access to an account manager and a CallThread dashboard with performance reporting, call by call details, and call source details.
How can I customize the leads I want to receive?
You can set your targeting by geographic location – down to zip code – and consumer profile attributes such as homeowner, currently insured, etc.
What happens if we don’t answer the phone?
Unfortunately if you are unable to answer a call we send, you will incur a charge. This is because we only sell exclusive leads, so there’s no “backup” for calls that are routed to you and go to voicemail. To combat this issue, we only route calls to you during the hours of operation you specify, including special holiday hours.
Can I dispute my leads?
Yes, you can dispute your leads if you believe they are not valid. At Soleo, we also monitor your leads for quality, and your account manager would be happy to help you with any quality concerns you have.
Performance marketing is a type of digital marketing where companies pay for advertising based on specific actions or results, such as clicks, sales, or leads. Instead of just paying for the ad to be seen by people, businesses only pay when a desired action is taken. This allows companies to track their return on investment more accurately and adjust their marketing efforts as needed.
There are many ways to get leads to your insurance business or agency. One way is to work with a lead partner. Your ideal partner will be able to generate a high volume of the insurance leads you want. It’s also a good idea to work with a partner who sells exclusive leads, so you know where your leads come from and that they’re not being sold to and spammed by a lot of other insurance providers.
Yes, leads can be targeted geographically. This allows you to reach consumers who are within your target market or service area. Geo targeting is typically on a state or zip code level.
Yes, you can dispute your leads if you believe they are not valid. At Soleo, we also monitor your leads for quality, and your account manager would be happy to help you with any quality concerns you have.
It depends on the type of lead. Some best practices for following up with leads include promptly contacting them after initial contact, sending relevant information or resources, customizing your approach based on their needs, and maintaining consistent communication. You should personalize your interactions, show genuine interest, and provide value at each touchpoint.
The main types of performance media are pay-per-click, pay-per-call, pay-per-lead, and pay-per-sale advertising.
To optimize performance media campaigns, it’s important to track and analyze data to see which strategies and partners are working best. By continually monitoring and refining campaigns, you can improve results and achieve your goals more effectively. By being strategic and adaptable, you can ensure that your media campaigns are reaching the right people and driving desired outcomes.
Performance marketing is a form of marketing where advertisers pay third-party individuals, companies, or networks for specific qualified leads. It’s called performance marketing because the advertisers only pay their partners when a consumer performs a desired action. Some common types of performance marketing leads include pay-per-click pageviews, affiliate link views, closed sales, and – you guessed it – calls.
Pay-per-call marketing is a form of marketing where advertisers partner with affiliates or pay-per-call networks to receive calls that meet their duration, location, and category requirements.
Performance media refers to advertising that is designed to drive a specific action, such as clicking a link, visiting a website, or making a purchase. It includes strategies like search engine marketing, social media advertising, display ads, and affiliate websites. Performance media campaigns are measured by their effectiveness in generating leads or sales, rather than just raising brand awareness.
Performance media is measured by the number of qualified clicks, calls, leads, or sales made. The measurement will depend on the type of performance media and the requirements for what is considered qualified.
Performance media is more cost-effective and measurable than traditional advertising. With performance media, companies can track the success of their ads in real-time and adjust their strategies accordingly. It also allows for more targeted advertising, reaching specific audiences more effectively. Additionally, performance media provides the opportunity for immediate customer interaction and feedback, which can help companies better understand their customers’ needs and preferences. Overall, performance media offers a more efficient and data-driven approach to advertising that can lead to higher returns on investment and increased brand awareness.
