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Welcome to Automated Client Acquisition!

Our team will gladly explain what we do and how we do it so you can determine if Automated Client Acquisition is a good way for you to rapidly add new clients.

See How
Automated Client Acquisition
Works for Your Business

Pick a time for a demonstration at the bottom of this page

Automated Client Acquisition is for Financial Advisors and Life Insurance Agents

(used by over 28,000 financial professionals since 2002)

Step 1: Tell Us About the New Clients You Want

Tell us the zip codes where you want new clients. Tell us for which products and services you want new clients. Automated Client Acquisition works for these products and services:

IRA and 401k Rollovers

Annuities

Life Insurance (excluding final expense)

Long Term Care

Investments & Money Management

Retirement Planning / Financial Planning

Social Security Consulting

Fixed Income Offerings

Step 2: We Position You As the Expert

We locate people age 50+ seeking assistance with their insurance or investments. Those who opt-in typically have investment assets of $250,000 to $1 million. We deliver a personalized booklet branding you as the local expert to those who express interest in your specific products and services. The booklet creates instant trust and credibility. These prospects know who you are, what you do, and your experience in helping others like them before your contact.

Step 3: Potential New Clients Every Day

Arrive at your desk each day and have one to five potential new clients who already know about you and your services. Call to set an appointment or set the next step in your sales process for gaining new clients.