Make your expertise and authorization clear
Explain the types of coverage you are authorized to discuss, the customers you serve, and how an initial conversation works. Requirements differ by jurisdiction, so confirm your license and advertising obligations with the relevant regulator before promoting a product.
Do not imply that a policy is suitable for everyone or promise a particular financial outcome. Make important conditions and limits easy to understand.
Build referrals without pressure
Create relationships with professionals who serve similar customers, such as accountants or estate-planning professionals, while respecting each profession’s referral rules. Ask satisfied clients for introductions only when appropriate and with their permission.
Publish educational content that answers common questions and distinguishes general information from individualized advice. Never use a person’s health, family, or financial details as a prospecting signal without an appropriate legal basis.
Research only public, relevant business opportunities
Leadoog is designed to find public requests for an offer or relevant business contacts with published channels. It is not a source of private insurance, health, or family data, and it cannot confirm that someone needs or wants coverage.
Review the original source and applicable local rules before any contact. The National Association of Insurance Commissioners provides information about producer licensing; state and national requirements can differ.
Common questions
Can I use public posts to identify life insurance prospects?
Only consider public posts that explicitly invite relevant professional contact, and follow the licensing, privacy, and marketing rules that apply where you operate. A life event alone is not consent to be solicited.
Does Leadoog verify insurance eligibility or need?
No. Leadoog is a public-source research tool, not an insurance eligibility or suitability system.