Lead Heroes

What Lead Heroes does

Lead Heroes is a privately held, bootstrapped lead generation company founded in 2015 by Glen Shelton and headquartered in Portland, Oregon. The company provides exclusive, telemarketed insurance leads for independent agents and agencies selling Final Expense life insurance, Medicare Supplement, Turning 65 Medicare, and Dental/Vision/Hearing products to US seniors. Leads are generated by live human callers in an American-managed call center based in Manila, Philippines, and delivered with call recordings within seven business days. The technology stack includes a multi-line predictive dialing system and proprietary CRM, with optional CRM integration services.

The business operates on a direct-to-consumer, pay-as-you-go model with per-lead pricing ranging from $12 (DVH) to $50 (Turning 65), plus custom calling campaigns priced at $12-$15 per hour. Revenue is diversified across seven core lead products and ancillary services including Hire Heroes virtual assistant staffing ($9/hour), Seven Figure CRM, educational resources (book, e-courses, scripts eBook), and an IMO/FMO directory. Customer segments include individual independent insurance agents (primary), small-to-mid-size agencies (primary), and IMOs/FMOs (secondary). The company's primary differentiator is its 30-70% cost advantage over US-based call centers, enabled by its Philippine operations, combined with TCPA-compliant data practices and a content-rich sales training ecosystem that supports agent customer acquisition.

Name

Lead Heroes

Legal name

Lead Heroes LLC

Website

https://leadheroes.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Lead Heroes is a bootstrapped, US-based telemarketing lead generation company serving independent insurance agents and agencies with exclusive Final Expense, Medicare Supplement, Turning 65, and DVH leads produced via an American-managed Philippine call center.

Ownership category

akta.pro rank

Headquarters

HQ city

Hillsboro

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Insurance Lead Sales: Sale of exclusive telemarketing leads for Final Expense, Medicare Supplement, Turning 65, and DVH insurance products. Leads delivered in Excel spreadsheet format with call recordings within 7 business days.
2. Pre-Set Appointment Services: Appointment setting services where callers set appointments with prospects on behalf of agents. Delivered via Excel spreadsheet with recording links at end of each day.
3. Live Transfer Leads: Real-time transfer of pre-qualified leads directly to agent phone lines during specified 4-hour time blocks (10am-2pm or 2pm-6pm).
4. Custom Calling Campaigns: Customizable telemarketing campaigns where dedicated callers work on client-specific needs including Pre-Set Appointments, Live Transfers, and Qualified Leads. Minimum 160 hours for standard campaigns.
5. Virtual Staffing: Hire Heroes virtual assistant staffing service providing full-time dedicated employees at $9/hour for handling administrative tasks including CRM management, phone calls, email, and social media.
6. Educational Resources: Sales training books, e-books, e-courses, and the Seven Figure CRM tool. Book 'How To Qualify, Present & Sell Final Expense and Medicare Supplements To Seniors' sold on Amazon. Free 100+ scripts eBook available.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Lead Heroes generates and sells exclusive, call-verified telemarketing leads for senior-market insurance products — Final Expense, Medicare Supplement, Turning 65, Live Transfer, Pre-Set Appointments, Custom Calling Campaigns, and Dental/Vision/Hearing — produced by live human callers at a US-managed Philippine call center. Leads are delivered within 7 business days with call recordings, TCPA-compliant scrubbing, and optional CRM/dialer integration. Complementary offerings include Hire Heroes virtual assistant staffing, the Seven Figure CRM, a sales training book, and the QPS video ecourse.

Product overview

Lead Heroes is a telemarketing-based insurance lead generation platform serving independent insurance agents, agencies, and IMOs/FMOs. The core offering is a portfolio of 7 exclusive telemarketed lead products: Final Expense Leads, Medicare Supplement Leads, Turning 65 (T65) Leads, Live Transfer Leads, Pre-Set Appointments, Custom Calling Campaigns, and DVH (Dental, Vision & Hearing) Leads—all generated by live callers in a U.S.-managed Philippine call center and delivered with recordings. These are complemented by ancillary services including Hire Heroes virtual staffing, the Seven Figure CRM platform, educational resources (sales training book, 100+ scripts eBook, QPS video ecourse, Seven Figure University), and an IMO/FMO Directory. The company positions itself as a direct-sourcing alternative to internet leads, emphasizing exclusivity, TCPA compliance, and affordability (30-70% below U.S. call center pricing).

Differentiator

Problem solved

Functional benefit

Brands

• Hire Heroes: Virtual staffing service providing handpicked virtual assistants for insurance agents. Full-time dedicated employees available within 7 days to handle tasks including CRM management, phone calls, email management, social media, and data entry.
• Seven Figure CRM
• Seven Figure University

Products and services

• Final Expense Leads Telemarketing-generated exclusive insurance leads for Final Expense burial life insurance, targeting US seniors aged 50-80 with income $15,000-$45,000. Delivered within 7 business days via Excel spreadsheet with attached call recordings.
• Medicare Supplement Leads Telemarketing-generated exclusive leads for Medigap Plans F, G, and N aimed at US seniors aged 65-80 on Medicare who have experienced premium increases. Delivered with call recordings within 7 business days.
• Turning 65 (T65) Leads Telemarketing-generated exclusive Medicare leads targeting US baby boomers 2-6 months before turning 65, designed to help agents earn renewal commissions over the policyholder lifetime. Delivered with call recordings.
• Live Transfer Leads Pre-qualified Medicare and Final Expense prospects transferred in real time to an agent's phone during live calls. Includes health pre-qualification (cancer, stroke, heart attack) and is restricted to agencies with at least 3 agents.
• Pre-Set Appointments Managed appointment-setting service where Lead Heroes callers set face-to-face or phone appointments for Medicare or Final Expense prospects on behalf of insurance agents, with quality assurance review and average 70% attendance ('sit') ratio.
• Custom Calling Campaigns Fully managed outbound telemarketing campaigns where dedicated callers are assigned to generate leads, set appointments, or execute live transfers per agent specifications. Available in English and Spanish; minimum 160 hours.
• Dental, Vision & Hearing (DVH) Leads Telemarketed exclusive leads for Dental, Vision & Hearing coverage targeting US seniors aged 50-80 with income $0-$60,000. Priced at $12 per lead with a 30-lead minimum.
• Hire Heroes Virtual Staffing Full-time dedicated virtual assistants (typically insurance-industry-trained) provided at $9/hour to insurance agents and agencies for CRM management, inbound/outbound calls, email and social media management, data entry, and client follow-up. VAs are handpicked from Lead Heroes' network and ready within 7 days.
• Sales Training Book Book authored by Glen Shelton that compiles sales tips and scripts from 35+ successful insurance agents for selling Final Expense and Medicare Supplements to seniors. Sold commercially (5,000+ copies on Amazon).
• QPS Ecourse Video-based 50+ video online course companion to the sales training book, teaching insurance sales techniques and field-tested practices for Final Expense and Medicare Supplement selling.
• Seven Figure CRM CRM and business automation platform with automated text messages, ringless voicemails, email campaigns, and multi-step follow-up workflows, designed for insurance sales and client retention. Bundled with the Lead Heroes Pro subscription.
• Seven Figure University Educational platform providing video-based training courses for insurance agents on sales techniques, lead handling, and business growth strategies. Included free with the Lead Heroes Pro subscription.

Quantifiable outcome

• Agents achieve 70% average 'sit' ratio on pre-set appointments
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• EverQuote: Public online insurance marketplace (NASDAQ: EVER) operating an agency-and-carrier marketplace across auto, home, and life/health. Comparable to Lead Heroes as a scaled, technology-driven insurance lead-generation intermediary, though far larger and broader than Lead Heroes' senior-insurance telemarketing focus.
• QuoteWizard (LendingTree): Insurance lead-generation platform owned by LendingTree, distributing consumers shopping for auto, home, and life insurance to carrier and agent buyers. Comparable to Lead Heroes as an insurance lead provider serving agents and carriers, though it operates at internet-lead scale rather than telemarketing.
• MediaAlpha: Public (NYSE: MAX) customer acquisition platform for insurance, health, and home services verticals, operating transparent click-and-call marketplaces. Comparable to Lead Heroes as a B2B insurance lead-generation platform with similar buyer (carrier/agency) economics, though MediaAlpha is far larger and broader in vertical coverage.

Direct peers

• BoldLeads: Lead-generation and CRM platform serving real estate agents with exclusive leads and integrated marketing tools. Comparable to Lead Heroes in business model (exclusive leads + agent-focused CRM/automation + educational content), though operating in real estate rather than senior insurance.
• Smith.ai: 24/7 live call answering, lead qualification, and intake service using North American-based virtual receptionists for SMBs including professional services firms. Comparable to Lead Heroes as a phone-based, human-driven lead qualification and appointment-setting provider targeting SMB customers, though Smith.ai is more generalist across verticals.
• Upcall: Outbound calling and live-transfer lead qualification service using trained US-based callers for sales, fundraising, and lead generation. Comparable to Lead Heroes in offering human-powered outbound calling with live transfer capability, though Upcall is generalist across verticals rather than insurance-only.
• MarketCall: Pay-per-call affiliate network connecting advertisers with publishers driving qualified phone leads. Comparable to Lead Heroes in monetizing inbound and outbound call traffic as qualified leads, though MarketCall operates an affiliate marketplace model rather than running its own call center.
• Medicareful: Medicare-focused lead-generation platform connecting agents and carriers with seniors shopping for Medicare Advantage, Supplement, and Part D plans. Direct competitor to Lead Heroes in the Medicare Supplement and Turning 65 lead segments with similar agent-buyer economics.
• Insurance Admin Services: Insurance back-office and lead generation support provider serving independent insurance agents with telemarketing and administrative services. Comparable to Lead Heroes in providing telemarketing and virtual staffing services specifically to insurance agents, representing a direct competitor in the insurance vertical.

Regional players

• LiveOps: On-demand contact center platform using a distributed, work-from-home agent model across the US for inbound customer support, sales, and lead generation. Comparable to Lead Heroes in operating a distributed remote agent model for phone-based lead generation, though LiveOps is far larger, US-based, and serves enterprise rather than SMB insurance agents.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/leadheroes
• YouTubeyoutube.com/channel/UC1gCUmev2dLsAH8mWH1D4fQ
• Facebookfacebook.com/groups/marketandsellinsurance/discussion/preview
• LinkedInlinkedin.com/company/lead-heroes-llc
• Instagraminstagram.com/leadheroes
• Pinterestpinterest.ph/leadheroes/_saved

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lead Heroes