RGI

What RGI does

RGI Solutions is a privately held, US-based data-driven marketing company specializing in lead generation and agent recruitment for the insurance industry, headquartered in Irvine, California and operating for 35+ years. The company operates proprietary in-house national consumer and agent databases with over 600 unique targeting attributes, and has delivered more than 3 million leads since 2014. Its core product, Direct Mail Leads, is paired with a proprietary Lead Management System that delivers leads to clients via API, FTP, email, or SMS, alongside territory logistics modeling and bundled reporting and consulting services.

The product portfolio includes Direct Mail Leads (fixed-price and CPL models for life, final expense, Medicare supplement, T65, mortgage protection, and Medicare Advantage), Agent Boost (an agent and talent recruitment program), LEADHQ (a self-serve e-commerce platform where insurance agents can purchase over 1,000 leads online with demographic and geographic targeting), and the underlying Lead Management System. RGI pioneered the cost-per-lead pricing model in direct mail and was the first company to offer fixed-price direct mail leads, both of which became industry reference points. The technology stack relies on data-enhanced predictive analytics, multi-channel integration of direct mail and digital communication, and customizable delivery automation rather than publicly documented AI/ML models.

RGI generates revenue through four primary streams: cost-per-lead and fixed-price direct mail programs (consumption-based / per-lead fees), LEADHQ self-serve transactions with a 1,000-lead minimum, and Agent Boost managed recruitment services. Go-to-market combines direct enterprise sales for larger insurance businesses, inside-sales-assisted custom program design, and a self-serve channel for individual agents — all targeting US insurance agencies, individual agents, and carriers/FMOs. The company has been self-sustaining across its operating history with no disclosed external funding, and operates as a 11-50 employee SMB.

Name

RGI

Legal name

RGI Solutions

Website

https://rgida.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

RGI Solutions is a privately held US data-driven marketing company that delivers direct mail and digital leads, plus agent recruitment, to insurance agencies, individual agents, and carriers across life, final expense, Medicare, and adjacent verticals using proprietary consumer databases and predictive analytics.

Ownership category

akta.pro rank

Product category

Insurance Lead Generation Services

NAICS

Direct Mail Advertising (54186)

SIC

Services-Direct Mail Advertising Services (7331)

akta.pro primary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

akta.pro secondary industries

Lead Qualification & Inside Sales Support Services (BPAFAKAK), Lead Nurturing & Marketing Operations (List Management, Scoring) (MPAAAIAJ)

Keywords

• Insurance lead generation
• Direct mail leads
• Agent recruitment
• Final expense leads
• Cost-per-lead marketing

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Supply Chain, Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Cost-Per-Lead (CPL) Direct Mail Programs: RGI's groundbreaking CPL model allows clients to choose their amount of leads and pay only after leads are delivered. This consumption-based pricing eliminates upfront inventory costs and aligns RGI's success with client outcomes. The company manages lead flow while clients pay per lead received.
2. Fixed-Price Direct Mail Lead Programs: As the first company to offer fixed-price direct mail leads, RGI bases pricing on data-enhanced predictive analytics using targeted demographics, sales territory data, and mailer card language. Clients pay upfront per lead with predictable costs.
3. LEADHQ Self-Serve Platform Sales: Online platform where insurance agents purchase leads directly through a digital shopping cart. Agents choose lead quantities over 1000 with targeting options including age, income, county, and zip code. Real-time lead delivery through the platform.
4. Agent Boost Recruitment Programs: Talent recruitment campaigns that source new agents matching client criteria. Includes outreach and messaging strategies, custom campaign creation, and ongoing program management for finding agent leads.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

RGI Solutions sells data-driven direct mail lead generation programs and agent recruitment services exclusively to the U.S. insurance industry. Its core products are fixed-price and cost-per-lead Direct Mail Leads (including specialized Final Expense Leads), the Agent Boost talent and agent recruitment program, and the LEADHQ self-serve digital lead ordering platform, all supported by a proprietary Lead Management System, predictive analytics, and a national database of 600+ targeting attributes.

Product overview

RGI is a lead generation and agent recruitment company serving the insurance industry. The product portfolio consists of Direct Mail Leads (core fixed-price lead programs for insurance products including Final Expense, Medicare, Life Insurance), Agent Boost (talent recruitment solution using 600+ targeting attributes), LEADHQ (digital self-service lead ordering platform), and a proprietary Lead Management System for lead delivery. The company operates on a cost-per-lead (CPL) model for direct mail and offers both managed and self-service options.

Differentiator

Problem solved

Functional benefit

Brands

• LEADHQ: An easy-to-use digital lead platform and sales lead ordering management system for insurance agents, offering real-time lead delivery with better targeting options including age, income, county and zip code.
• Agent Boost

Products and services

• Direct Mail Leads
• LEADHQ
• Agent Boost
• Final Expense Leads

Quantifiable outcome

• 3,015,002 leads delivered since 2014
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• EverQuote: Public insurance lead-generation marketplace operating EverQuote.com across auto, home, life, and health insurance. Direct competitor to RGI in the insurance lead-gen space, but operates a digital marketplace model rather than direct mail, and serves carriers and agents at greater scale.
• MediaAlpha: Public customer acquisition platform for insurance and other verticals, connecting advertisers with consumers via real-time bidding. Highly comparable to RGI as a technology-driven insurance lead marketplace, but operating at materially greater scale and with a digital-first model.
• QuinStreet: Public performance marketing and online lead generation company with strong presence in insurance (including final expense and Medicare) and financial services. Directly comparable to RGI in serving insurance buyers with performance-based lead programs, though at much larger scale and digital-only.
• Digital Media Solutions: Performance-based digital marketing company specializing in lead generation and customer acquisition across insurance and other verticals. Comparable to RGI in delivering qualified consumer leads on a CPL/performance basis, but emphasizes digital channels over direct mail.
• 50Plus Insurance Leads: Niche insurance lead provider focused on the senior market (final expense, Medicare Supplement, Medicare Advantage). Direct overlap with RGI's Final Expense Leads product line in targeting senior consumers for insurance products.
• Launch Leads: Insurance lead generation company producing exclusive and aged leads for life, health, and Medicare insurance agents. Comparable to RGI in serving independent insurance agents with performance-based lead products.
• Pinnacle Quotes: Insurance lead generation provider focused on life, final expense, and Medicare insurance agents. Direct overlap with RGI in delivering exclusive leads to independent insurance agents in the senior market.
• Best Insurance Leads: Insurance lead generation vendor serving life, health, and Medicare agents with exclusive and shared leads. Direct competitor to RGI in supplying insurance agents with performance-priced lead products.

Emerging players

• AgentCubed: Insurance CRM and agent management platform with recruiting and lead distribution capabilities for insurance carriers and agencies. Comparable to RGI's Agent Boost product in addressing agent recruitment workflows for the insurance vertical.

Broad incumbents

• MarketStar: Large outsourced sales and customer acquisition services company owned by Dexcare, with deep insurance vertical experience. Comparable to RGI as a sales and lead generation services provider to insurance carriers, but operating at much greater scale and breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights1 record

Customer concentration

• Xx.com/RGI_Data_Assets

Revenue estimate

Valuation estimate

Number of profiles

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 RGI