TMG Lead Generation Programs

Tidewater Management Group offers ongoing lead co-op programs for our agents. Not all products apply. Please call for details.

What is a Lead?

A lead is a prospect or a potential customer who is interested in what you are selling. Leads are crucial in the process of growing your book of business. 

What different types of leads are there?

Real-time Leads

This type of lead can come in when someone fills out a form on your website, calls your office, or emails you. Any type of direct contact a potential customer makes with you is a real-time lead. However, it is important to capitalize on it as soon as possible so it remains a real-time lead. Marketers who follow up with web leads within 5 minutes are 9 times more likely to convert them. These leads should be prioritized, and someone should reach out to them as soon as they come in.  Sales conversions decrease 391% after the first minute, so it is crucial to have a sense of urgency in order to create any turnover on these leads!

Facebook Leads

Facebook Ads are a great method to use for lead generation. Facebook streamlines the process for you by creating an easy pop-up form with pre-populated information on the lead. This auto-population feature makes it much more convenient for the user to complete the form, which means more leads for you. In addition, Facebook's technology makes sure your ads reach the right type of people.

Tidewater can help walk you through this process and much more! Don't forget about our TMG University with in depth lessons on topics such as Facebook Ads.

  • 90 second video ads
  • Facebook pixel implementation
  • Create unique call to action buttons on each ad
  • Facebook business page creation
  • Algorithm based audience targeting
  • Geo-located interest and behavior-based targeting
  • Low cost Facebook Ads

If you are going to help customers with their Facebook/overall social media presence, then it is crucial for you to have a strong presence on social media as well. In fact, companies that engage in social selling get 199% better ROI. You wouldn't take advice from someone who has a poor social media presence and who don't use the tools and strategies they are sharing with you! 

Cost Direct Mail Leads

You can order Final Expense, Medicare Supplement, and Medicare Advantage set cost leads. This means you are guaranteed the number of leads you order. There is no more guess-work on your return rate! With cost direct leads, there is predictable cost acquisition, and if you order 20 leads, you will receive 20 leads. 

How do you Self-Generate Leads?

Ask for Referrals, Receive Leads

It can never hurt to ask your current book of business for referrals! Most people won't think about mentioning their insurance agent to their friends or family, so directly asking them for referrals could spark an idea in their mind. In fact, 92% of buyers trust referrals from people they know. Even if their recommendation doesn't have any need for insurance, this opens up their whole contact list for more referrals as well. Once someone refers you, you could follow them on Facebook and make an initial point of contact there.


Networking is crucial! Word of mouth is one of the best wats to generate leads at no cost to you. Treat every interaction as an opportunity for business. Whether you are at a business event or waiting in line somewhere, make connections with people and always carry a business card with you to give out. Joining organizations and board could be another great way to network. This is another great way to meet people!


Incentives are a great way to generate new leads. Both you and the client get something out of the exchange. For example, you could offer $50 or so to anyone who refers someone who becomes a customer. This will motivate more people to give referrals. It isn't solely based on relationships; instead, it is transaction based.

While relationship based referrals can be valuable, they might not always pay off. They could be giving you referrals just because they like you and not because they think their referral will want to do business with you. On the other hand, with the transaction based method the referral needs to become a customer in order to get the money, so these referrals can often be more promising.

Digital Leads

If you want the best digital leads available, you have come to the right place. Fill out the form, kick back and watch us make it rain.

  • Life Insurance
  • Medicare Supplement
  • T-65

Exclusive Direct Mail Discounts for TMG Agents

$200 for 10

$200 credit towards mail drop with 10 apps issued in a month.

$100 for 5

$100 credit towards mail drop with 5 apps issued in a month.

  • Tri-fold with the highest return rate in the market
  • Returned leads emailed to you in PDF format (by request)

Lead Cards Available:

  • Turning 65
  • Low income subsidy
  • Chronic illness
  • Final expense
  • Combo. lead for multiple projects

Additional Lead Generation Programs

T-65 Leads:

Reach individuals who will be turning 65 – they are great prospects for Medicare Supplement policies and other insurance products and are best reached via direct mail.

Seminar Mailers:

Let our seminar mailers help you build awareness, establish your brand, and build trust between you and your future customers. A simple and reliable solution for building your success.

Legacy Safeguard:

Help your clients leave a lasting legacy with a no cost membership in Legacy Safeguard. Legacy Safeguard provides members with legacy planning and end of life planning assistance, support and guidance.

TV, Radio, & Print:

The possibilities are endless. Click here to see an example of a print piece. Give us a call to discuss your ideas and we’ll help them come to life.

Direct Mail Marketing with Lead Concepts

Lead Concepts offers professional print, mail, and lead acquisition services that help refine your business's search with refined demographics and targeted leads. Lead Concepts offers the following digital and print services to meet your client's needs:

  • Every Door Direct Mail easily reaches customers by targeting specific neighborhoods or zip codes
  • Data lists provide accurate and privacy-compliant data solutions that increase lead generations at a lower cost
  • A wide variety of paper styles sizes, and thicknesses to accommodate everything from business cards to posters
  • Lead generation to help you reach, create, and maintain your customers
  • Reach out with personalized mailing campaigns
  • Expand your company's identity and brand awareness with a selection of hundreds of promotional products

Target Your Prospects with TargetLeads

TargetLeads provides targeted lists and direct mail lead generation for Medicare Supplement, long-term care, final expense, and more. TargetLeads can help you with:

  • Ordering targeted lists or use a list to generate high quality leads by simply selecting the type of lead you would like and area or demographic information
  • Making your job easier with the TL LeadManager lead management system designed exclusively for life and health insurance agents
  • Calculating your return on investment and running counts

Lead Catalog from Lead Concepts

Lead Concepts has nearly 30 years of data that they use to inform and adjust their market recommendations. This data is used to maximize and guarantee results. Download their lead catalog to gain access to in-depth information on mailers, such as:

  • Many options available for Medicare Advantage mailers and all of them fall within CMS compliance guidelines
  • Includes extensive information about compliant mailers