Insurance Lead Generation & Insurance Marketing Get seen. Get heard. Get results.

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Grow Your Insurance Client Portfolio At Pinnacle, we don’t just keep up - we lead the way. We provide our agent partners with the insurance marketing strategies they need to succeed. Empowering agents to connect with qualified, high-value leads is a cornerstone of our marketing philosophy. Our approach goes beyond aesthetics; we focus on insurance agent marketing strategies that bring in real prospects.

Generate Qualified Leads Convert leads into clients to build your revenue and earn more.

Nurture Client Relationships Create ongoing value out of every relationship with professional touchpoints.

Outpace the Competition Sell faster and reduce processing time for a better customer experience.

Telemarketing Leads

We’ve partnered with LeadStar to market Medicare & Final Expense.

TCPA & CMS Compliant
Digital Leads
Direct Transfers

Seminar Selling Program

Educational events designed to drive prospects to grow your ROI.

Medicare Seminars
Annuities Seminars
Available to All Agent Partners

Direct Mail Marketing

Customized, high-value direct mail marketing to engage your customers.

Medicare Supplement
Medicare Advantage
Final Expense

Turning 65 Program

Pinnacle gives you access to the Baby Boomers in your area for no cost.

Easy to Qualify
Instant High-Value Leads
Cross-Sell Opportunities

Social Media Marketing

Digitally grow your business with targeted social media marketing.

Facebook & LinkedIn Ads
Expert Setup & Maintenance
Custom Creative

Retail Program

Contact a Pinnacle Team Member to get involved.

Easy to Qualify
CVS, Walmart & More
Streamlined Reporting

Reminder Media

Unforgettable Marketing for Insurance Agents

Generate referrals and renewals on a regular basis by sending your database a free bimonthly subscription to your very own, personally branded magazine!

Pinnacle | ReminderMedia

National Social Security Advisors (NSSA ®)

Pinnacle is proud to partner with National Social Security Advisors (NSSA®) to bring you a powerful opportunity to stand out in the senior market. As a Pinnacle advisor, you now qualify for 20% off the NSSA® program. This nationally recognized certification equips you with the knowledge and strategies to:

Confidently guide clients through Social Security decisions
Avoid costly mistakes and missed opportunities
Build trust, attract new clients, and increase production

NSSA program

Lead Generation Solutions Connecting Agents with Qualified Leads

Pinnacle will design a custom program tailored to your needs, helping you boost sales, improve closing rates, and eliminate wasted time and effort. Compliance Notice: Before purchasing leads, please verify that lead usage is permitted in your state. For compliance purposes, we recommend using a carrier-specific or carrier field-approved generic lead piece.

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Annuity Seminar Program

The only multi-channel seminar marketing solution that’s easy to use and delivers strong ROI. Simply choose the number of RSVPs you need — we’ll handle the rest. That means more time for you to focus on presenting, setting appointments, and turning prospects into clients.
Internet Leads

Get instant leads from the ZIP codes and counties you choose. These year-round leads come from individuals actively searching for insurance quotes online, giving you motivated prospects ready to engage. You can offer any insurance products available through Pinnacle Financial Services.
Lead Cards

We provide high-quality direct mailers designed to help you reach your target audience. Most pieces can be fully customized to fit your market, and we offer multiple pricing options to meet your budget.

Now available: the best Medicare Advantage leads on the market — proven, tested, and offered at a discounted price! Let us help you build the right plan for your business.
Medicare Digital Seminar

Per-Piece Lead Program

Eliminate the guesswork from your return rates.

Purchase high-quality physical leads for Medicare or Final Expense with confidence. Simply determine how many you need each week, place your order, and within three weeks, they’ll be delivered directly to your portal—ready for action.
Prospect List
Social Security Seminar Program

Grow your business by becoming a trusted resource for Social Security guidance. As clients approach retirement, their questions about Social Security grow—are you ready to answer them? Our comprehensive Social Security program equips you with the expertise to confidently address these concerns, while also connecting you with qualified prospects. It’s the perfect combination to build trust, add value, and close more business.
Social Security Leads

Social Security Maximization empowers you to educate individuals nearing retirement. With Pinnacle Financial Services’ suite of tools, you can provide personalized retirement income plans that help clients make informed, confident decisions about their future.