NextGen Leads
NextGen Leads is a San Diego-based, privately-held insurance lead generation company operating a proprietary self-serve buyer platform with a second-price auction model, serving insurance agents, brokers, and carriers across Health, Medicare, and Auto verticals with exclusive real-time data leads and prequalified live transfer calls.
- Company typePrivate
- Founded2015
- HeadquartersSan Diego, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What NextGen Leads does
NextGen Leads is a San Diego-based, privately-held Delaware LLC operating a technology-first insurance lead generation platform focused exclusively on three verticals: Health Insurance (Under 65), Medicare (Over 65), and Auto Insurance. The company generates leads through owned-and-operated consumer-facing websites and resells them via a proprietary self-serve Buyer Dashboard (ngl.nextgenleads.app) featuring a second-price auction engine, real-time lead delivery, targeting filters, scheduling, auto-funding, and CRM/dialer integrations typically completed in under a day. Every data lead is delivered with Jornaya TCPA Guardian and ActiveProspect TrustedForm compliance tokens, providing independent third-party TCPA verification that mitigates legal risk for carrier customers. Live transfer calls are prequalified through a California-based call center before being routed to agents.
The company sells two primary product formats: real-time exclusive data leads (name, address, email, phone) priced at cost-per-lead from $3-$4, and billable-duration call leads priced from $20 (Auto) to $45 (Medicare). Revenue is generated on a pay-as-you-go, usage-based model with no subscription fee or minimum orders for self-serve customers, supplemented by a CRM subscription product. Customer segments span individual agents and brokers purchasing through the self-serve dashboard, mid-market buyers with dedicated Account Managers, and enterprise insurance carriers served through a direct sales motion with custom integrations into carrier internal agent portals. Notable customers include National General (a publicly cited Top 5 partner achieving 238% MoM growth), Anew Financial, Velapoint, and USA Health Group.
The business is led by CEO Isiah G. Pohlert, with CTO Ronnie Garcia overseeing the in-house technology platform, Executive Vice President of Sales Cassie Scott (since 2015), Vice President of Marketing Daniel Rohsler, and a Controller, HR, Customer Success, and Call Center management layer. The company employs 51-100 people and operates from a single San Diego headquarters, with no public funding history, no parent company, and no subsidiaries disclosed.
NextGen Leads firmographics
Firmographics- Name
- NextGen Leads
- Legal name
- NextGen Leads LLC
- Website
- https://nextgenleads.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- NextGen Leads is a San Diego-based, privately-held insurance lead generation company operating a proprietary self-serve buyer platform with a second-price auction model, serving insurance agents, brokers, and carriers across Health, Medicare, and Auto verticals with exclusive real-time data leads and prequalified live transfer calls.
- Ownership category
- akta.pro rank
NextGen Leads industry classification
Industry- Product category
- Insurance Lead Generation
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Media Representatives (541840)
- SIC
- Services-Advertising Agencies (7311)
- akta.pro primary industry
- Insurance Leads, Introducers & Referral Networks (FSAEAMAB)
- akta.pro secondary industry
- Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)
Keywords
Where NextGen Leads is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
NextGen Leads business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Marketing or Sales, Personnel, Operations, Technology or R&D
Revenue model
- Data Lead Sales: Customers purchase exclusive leads in the form of contact information (name, address, email, phone) submitted through NextGen's digital platforms. Charged at cost-per-lead stated at time of purchase, varying by vertical and lead type. No subscription required; pay-as-you-go.
- Call Lead Sales (Duration Calls): Live transfer calls sold on billable duration — customers pay only for calls they are able to qualify for the plans they offer. Sold at per-lead prices starting at $20 for auto, $45 for Medicare, and $35 for health insurance.
- CRM System and Services: NextGen offers a proprietary CRM system for purchase, including associated software, technical support, and documentation. Customers pay fees stated at time of purchase. NextGen serves as service provider under CCPA.
- Account Management and Optimization Services: Dedicated Account Managers provide campaign optimization, data review, script recommendations, and ongoing strategy support as part of the service, integrated with lead purchase.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | Auto Insurance Call Leads starting at $20 per lead |
| Usage-based | Pay-as-you-go | Auto Insurance Data Leads starting at $3 per lead |
| Usage-based | Pay-as-you-go | Medicare Call Leads starting at $45 per lead |
| Usage-based | Pay-as-you-go | Medicare Data Leads starting at $4 per lead |
| Usage-based | Pay-as-you-go | Health Insurance Call Leads starting at $35 per lead |
| Usage-based | Pay-as-you-go | Health Insurance Data Leads starting at $4 per lead |
| Subscription | Monthly | CRM System subscription |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
NextGen Leads product offering
Product offeringCore offering
NextGen Leads operates a proprietary lead generation platform focused exclusively on the U.S. insurance industry, delivering real-time exclusive Data Leads and billable-duration Call Leads (Live Transfers) across Health Insurance (Under 65), Medicare (Over 65), and Auto Insurance verticals. Leads are sold through a self-serve Buyer Dashboard using a second-price auction model and are delivered with Jornaya TCPA Guardian and ActiveProspect TrustedForm compliance certification on every record. The company also offers CRM/dialer integration and dedicated Account Manager support for campaign optimization across all 50 US states.
Product overview
NextGen Leads operates a technology-first lead generation platform focused exclusively on the insurance sector, covering three verticals: Health Insurance (Under 65), Medicare, and Auto Insurance. The core offering consists of three lead product lines — Health Insurance Leads, Medicare Leads, and Auto Insurance Leads — each available in two formats: real-time exclusive Data Leads and billable-duration Call Leads. These lead products are delivered through the company's proprietary Buyer Dashboard, a self-serve platform that provides real-time campaign control, second price auction bidding, filtering, scheduling, and performance analytics. The platform integrates with third-party CRMs and dialers for seamless lead delivery, and the company offers free CRM integration support. Live Transfers (warm transfers) are also available, where prospects are prequalified through NextGen's California-based call center before being connected to agents. The company serves two primary customer segments — individual agents and brokers through Agent & Broker Solutions, and insurance carriers through Carrier Solutions — with dedicated account management and support across all offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Health Insurance Leads Real-time exclusive Data Leads and billable-duration Call Leads for Under 65 health insurance prospects (major medical, short-term plans, on/off-exchange, and qualifying life events) delivered to insurance agents across all 50 U.S. states.
- Medicare Leads Real-time exclusive Data Leads and billable-duration Call Leads for Over 65 Medicare prospects (Medicare Supplement and Medicare Advantage), aimed at agents serving the Medicare Annual Enrollment Period and aging-in seniors.
- Auto Insurance Leads Real-time exclusive high-intent Data Leads and billable-duration Call Leads for auto insurance prospects, sold from owned and operated websites.
- Live Transfers (Warm Transfers) Prequalified prospect calls transferred in real time to insurance agents from NextGen's California-based call center; reviewed daily and eligible for uncapped returns.
- Carrier Solutions Custom enterprise marketing solutions for large insurance carriers, providing compliant data leads, clicks, warm transfers, and calls at scale, with direct integration to carrier internal agent portals, hosted onboarding, and webinar/strategy presentations to broker and agency networks.
- Agent & Broker Solutions Self-serve packaged solution for individual insurance agents and brokers providing access to exclusive Data Leads, Call Leads, and Warm Transfers through the Buyer Dashboard, with dedicated Account Manager support for campaign optimization.
Quantifiable outcome
- 238% average month-over-month growth year-to-date for National General partnership
- +2 more outcomes
Companies that use NextGen Leads
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
NextGen Leads technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature8 records
NextGen Leads partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Jornaya (TCPA Guardian)coreEvery data lead delivered by NextGen includes a Jornaya TCPA Guardian token providing verifiable TCPA compliance documentation. This allows insurance carriers to confirm each lead was generated in a compliant manner and provides documentation to protect against regulatory claims.
- ActiveProspect (TrustedForm)coreActiveProspect TrustedForm provides independent third-party lead certification, video replay of consent capture, long-term certificate storage, and sensitive data flagging/masking. NextGen uses TrustedForm on every lead generated, providing customers with certificates confirming TCPA-compliant lead generation. The partnership enables complete transparency and compliance validation for insurance carrier customers.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
NextGen Leads competitors and assessment
Company assessmentDirect peers
- QuinStreet: Public performance-marketing company with a large insurance vertical (auto, health, life, Medicare) lead-generation business built on owned media properties. Directly comparable in vertical focus, owned-media sourcing, and high-volume exclusive lead delivery.
- MediaAlpha: Programmatic customer-acquisition platform for insurance and other verticals, operating real-time auction-based lead marketplaces. Directly comparable in real-time lead auction mechanics and insurance carrier/agent customer base.
- EverQuote: Public online insurance marketplace that connects consumers with auto, home, and life insurance agents, monetizing via agent lead sales. Comparable in exclusive-lead monetization, self-serve agent platform, and insurance vertical focus.
- SmartFinancial: Insurance lead-generation and comparison platform focused on auto, home, and health, monetizing via agent and carrier lead sales. Comparable in multi-vertical insurance lead aggregation and agent-platform business model.
- Insurance.com: Online insurance comparison and lead-generation site generating exclusive leads for agents across multiple insurance lines. Comparable in consumer-facing owned media feeding an agent-buyer lead model.
- HealthCare.com: Health and Medicare insurance lead-generation platform serving individual consumers and connecting them with agents and carriers. Closely comparable in Health/Medicare vertical focus and agent-buyer model.
Peers
- Bankrate (Red Ventures): Large consumer-finance media property that generates high-volume insurance and financial-services leads via owned content, comparison tools, and aggregator sites. Comparable in owned-media-driven insurance lead generation at national scale.
Emerging players
- Policygenius: Online insurance marketplace generating leads for life, disability, home, and auto insurance via a digital application funnel. Comparable in digital-native lead generation, partial vertical overlap, and a stronger consumer brand orientation.
Others
- Jornaya: TCPA Guardian provider that supplies lead-certification and compliance data used by NextGen and other lead generators. Comparable as a closely linked ecosystem participant and infrastructure dependency.
- ActiveProspect: Provider of TrustedForm lead certification, the consent-replay and TCPA-compliance backbone used by NextGen on every data lead. Comparable as a core enabling partner in the insurance lead-gen compliance stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
NextGen Leads social profiles
Digital presenceNextGen Leads financial estimates
Financial estimateRevenue estimate
Valuation estimate
NextGen Leads leadership team
Management profileNumber of profiles
Profiles5 records
NextGen Leads funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NextGen Leads M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NextGen Leads
What does NextGen Leads do?
NextGen Leads operates a proprietary lead generation platform focused exclusively on the U.S. insurance industry, delivering real-time exclusive Data Leads and billable-duration Call Leads (Live Transfers) across Health Insurance (Under 65), Medicare (Over 65), and Auto Insurance verticals. Leads are sold through a self-serve Buyer Dashboard using a second-price auction model and are delivered with Jornaya TCPA Guardian and ActiveProspect TrustedForm compliance certification on every record. The company also offers CRM/dialer integration and dedicated Account Manager support for campaign optimization across all 50 US states.
Is NextGen Leads a public or private company?
NextGen Leads is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NextGen Leads founded?
NextGen Leads was founded in 2015. It employs 51 to 100 people.
Where is NextGen Leads based?
NextGen Leads is headquartered in San Diego, United States, in the North America region.
How does NextGen Leads make money?
Four revenue lines are on record. Data Lead Sales are the primary driver. The others are call Lead Sales (Duration Calls), CRM System and Services and account Management and Optimization Services.
Who are NextGen Leads's main competitors?
Direct peers on record are QuinStreet, MediaAlpha, EverQuote, SmartFinancial, Insurance.com and HealthCare.com. Bankrate (Red Ventures) is listed as a peer. Policygenius is listed as an emerging player. Others are Jornaya and ActiveProspect.
Does NextGen Leads have an API?
No public API is recorded for NextGen Leads.
What industry is NextGen Leads in?
NextGen Leads's product category is Insurance Lead Generation. Its primary akta.pro industry code is FSAEAMAB, Insurance Leads, Introducers & Referral Networks, with a secondary code of BPAFAKAE, Lead Generation & List Building Services (Prospecting, Data Sourcing). Its NAICS code is 5182 and its SIC code is 7311.