Customer-acquisition infrastructure for insurance

We build the demand.You close it.

Apex Digital Media builds and operates the whole acquisition system behind a regulated consumer offer — the brand, the media, the compliance and the qualifying calls — and hands your agency the conversation: a caller transferred live, or a meeting that was held.

Request a fit call How it works

Illustrative — Appointment Evidence Brief

Consumer Ref #A1027

Verified held

Measured against the signed Charter

State: TexasApproved market
Age band: 58–66Within Charter
Consumer-stated assets: $250K+Within Charter
Account type: IRA rolloverAcceptable type

Apex-controlled attendance record

Producer joined: 10:01:47
Consumer joined: 10:02:14
Both present: 11m 42s

Reconciled from provider join, leave, and duration events against the post-meeting report. Neither party self-reports.

You don’t buy leads. You buy the conversation — live on the phone, or a meeting that happened.

How it works

We own every part of it, which is why we can stand behind the outcome.

01
We build the brand and the funnel
A consumer brand of its own, not yours. It carries the advertising, the pages and the consent record, so your agency never appears in an ad it did not write.
02
We buy the media on our account
Inside the special-ad-category rules that govern financial services. The spend risk sits with us, not with you.
03
Our people qualify against your standard
A written definition of qualified that you sign off before anything runs. Then a person calls, qualifies against it, and either transfers the caller to you live or books the meeting.
04
We verify what actually happened
A live transfer is proven by the connected call; a booked meeting by attendance measured on infrastructure we control. Either way the outcome is a fact, not an argument.

What you are buying

Not a list of contact records, and not an agency retainer.

A standard, in writing

You define what qualified means before anything runs. It does not move afterwards.

A person on the phone

Every conversation is qualified by a human being against that standard. A form fill is not a transfer and not an appointment.

Verified delivery

We measure the outcome ourselves — the live call or the held meeting — and show you the record. Disputes are decided against evidence, not against memory.

One market at a time

Exclusive routing. The same conversation is never sold twice, and we decline markets we cannot fulfil responsibly.

Programs

One program is open. The rest are built for markets we have not opened yet.

Open

Retirement appointments

For established annuity and life agencies. Qualified conversations with people at or near retirement — booked against a standard you write, with attendance verified by us.

See the program

By arrangement

Live transfers & your market

The same machine delivers live transfers — a qualified caller warm-transferred to your producer on the line — and has been built for other regulated markets. If you can serve demand when it arrives, the fit call is where we work out whether it transfers.

Request a fit call

This will not suit everyone

Worth saying now rather than on the call.

If you want the cheapest possible contact records, we are the wrong shape and more expensive.
If nobody at your agency answers the phone or calls back the same day, a verified outcome will only prove that.
If you cannot absorb the volume you ask for, we would rather size it down than sell it.

Find out whether your market fits.

A short call. We work out what qualified would mean for your agency, what we would have to build, and whether we can fulfil it responsibly. If we cannot, we say so.