Sales-qualified employer groups, verified for needs and intent and delivered straight to your CRM. No retainers, you pay for results only.
Group health has the most forgiving lead economics in insurance. Here is why verified employer intent is worth paying for. First, there’s three steps each group health insurance lead or appointment passes before it hits your team’s CRM or calendar: Targeted outreach, lead screening and handoff. The point is to create a direct line between their interest in health insurance, group benefits and employee health plans to your team’s intake and sales process.
Commission ranges reflect standard carrier disclosure data. Watch the carrier review on this page, or see all recorded case studies.
There’s three steps each group health insurance lead or appointment passes before it hits your team’s CRM or calendar: Targeted outreach, lead screening and handoff. The point is to create a direct line between their interest in group health insurance, plan renewals or new coverage to your team’s intake and sales process.
Decision makers close to quoting or switching group health coverage, reached at a scale no in-house team can match, where they respond: Their inbox.
Our in-house verification team screens each employer for needs and intent to confirm they’re sales-ready before anything reaches you.
Double-verified appointments land in your CRM with a live notification. If one doesn’t match the scope we agreed, return it within 10 days and pay nothing.
Every group health insurance lead has cleared the same bar. If it hasn’t we don’t bill you for it. We’ve perfected a multi-step lead scoring and qualification process. Each and every prospect has been screened for needs and intent. Whether they’re requesting a renewal quote, a new group plan or other, the lead arrives in your CRM already sales-qualified.
When we send group health insurance leads into your CRM, there are several things that push the needle: Lead intent, handoff and the follow up process. We partner with you on all 3, bringing decades of B2B lead generation and sales experience into your fold.
Why does the prospect need group health coverage? Why do they want to switch brokers? Are they heading into a renewal or adding headcount? These are the sort of things we screen before a lead hits your pipeline. Our brand promise on every lead is sales-ready intent. They want to talk to you about their group health insurance needs.
Success with group health insurance leads starts with strong intent but doesn’t end there: The lead handoff bridges the gap and is essential. Our team includes every note that helps your team pick up the sale: Who they last spoke with on our side, whether they’re shopping a renewal, a new group plan or other, their preferred contact. Pick up where we left off.
Once a group health insurance lead hits your CRM the game begins: You’ll have us in your corner. We help you implement a data-backed, tried-and-tested 20 touchpoint process: Call cadences, email sequences, SMS routines, how to pick up the conversation and how to message. We’re invested in retaining your business, so we’re invested in your success. We will hold your sales team accountable & that’s a good thing.
If a group health lead we send isn’t sales-ready qualified, you don’t pay. You get a 10-day window to return any lead that doesn’t match or exceed our quality promise.
Our group health insurance clients expect a 2:1 to 5:1 ROAS. Everything we do is focused towards that. Our team has decades combined experience in B2B lead generation and sales & what your team needs in a program to scale it.
We’ll understand your pricing for group health plans and tell you how to get the most out of your spend. If lowering filters to lower CPL is most aligned with your company, we’ll tell you. If your company is positioned differently, we’ll let you know when filtering more is appropriate. Our north star is account retention and growth for our group health insurance clients, and it starts before we kick off.
Our group health insurance leads and appointments are priced so your organization can hit a 3-5x CAC to LTV, scale activity & continue being a client for years. We mean it. If you don’t win, we don’t win. Here’s a benchmark below going rates in the group health insurance lead generation space today.
| What you’re buying | Typical 2026 price | More insight |
|---|---|---|
| Aged / overflow group leads | $3 – $15/Lead | 30+ days old and already worked by other agents; great for volume outreach, but low intent |
| Shared, real-time Group Health Leads | $30 – $65/Lead | Great for fresh group health leads at volume, but rush-to-dial economics and hypercompetitive. |
| Exclusive, real-time Group Health Leads | $110 to $280 per Lead | Fresh, screened intent, higher CPL compensated by exclusivity. Pricing dependent on group size and other filtering. |
| Verified sales-ready appointments | $285 – $550 | Verified appointment slots, ideal for companies with limited follow-up bandwidth. Minimizes moving parts although trades that for higher CAC. |
Group health forgives a high cost per lead: A 20-life group runs roughly $200K–$400K in annual premium, and group medical commissions typically run 2–8% and renew every year. One closed group can cover months of lead spend – which is why verified employer intent matters more than sticker price.
How Upcision bills: Per sales-qualified group health lead, scoped to your agency. No retainers, no setup fees, and a 10-day return window on any lead that misses the bar.
Get your per-lead priceCPL and CPA. You pay a flat price per each sales-qualified group health insurance lead or appointment we deliver with no retainers or setup fees. Pricing slides with filters and criteria we’ll discuss when we talk.
Outbound at scale to employers likely to be in the market for group coverage. When a decision maker responds with interest, our in-house verification team calls them to confirm they’re sales-ready before anything reaches you.
You have a 10-day window to return any group health lead or appointment that doesn’t match or exceed the quality scope we agreed. Returned leads cost nothing.
Directly in your CRM or marketing automation platform, with a live notification the moment each one lands. No portals to check and no spreadsheets to download.
Yes. A Fortune 500 group health carrier’s own vendor review ranked us their lowest cost per sale of 2024 – the recording is on this page. We have run group health campaigns since 2019 alongside adjacent verticals like payroll and bookkeeping. More recordings are on our case studies page.
Agencies without anyone who can take meetings. We deliver verified, scheduled conversations with motivated employers; someone on your side has to show up and close them.
If you sell group health coverage and your team can take meetings, this is the kind of pipeline we build.
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