A NextGen Leads Case Study
March 2020
Transparency is a core company value at NextGen Leads. The company puts safety, compliance and customer value at the center of every lead, call, and live transfer. That makes a third-party lead validation method critical. In 2018, NextGen Leads set out to find a partner to ensure complete transparency to its insurance industry customers, and that every lead is certified to meet the regulations of the Telephone Consumer Protection Act (TCPA), which regulates telemarketing in the U.S . NextGen Leads also wanted a partner that would provide another layer of clean tracking of its customer campaigns and third-party data to improve sources and return on each leads campaign.
ActiveProspect, an SaaS solutions company, was that partner. It provides real-time lead optimization and a compliance solution, TrustedForm, which is a lead certification product that enables complete compliance with TCPA standards. TrustedForm is used by NextGen Leads to ensure its insurance carrier, broker and agent customers that the leads that they acquire from NextGen Leads are legitimate, validated and fully compliant with the strictest industry standards. This is accomplished by using ActiveProspect’s ability to provide an independent third-party validation, video replay, long-term storage of certificates, sensitive data flagging and masking, and analytics.
NextGen Leads takes the time to explain to its customers why lead validation is so important and how to use it to protect themselves and improve their sales program.
- SCOTT MCKEE, Client Success Manager, ActiveProspect
The leads industry doesn’t always have a sparkling reputation due to a few bad actors and companies that use black hat tactics and unethical practices to acquire online leads. For a company like NextGen Leads this means a higher standard is needed to demonstrate its commitment to ethical business practices and leads that are on-target and validated so the insurance professional closing the lead has peace of mind that the consumer has provided consent to be contacted and interested in a new insurance product.
NextGen Leads and ActiveProspect collaborate to proactively eliminate TCPA complaints to ensure quality and compliant leads. The two company’s close business relationship allows for a quick turnaround in retrieval of video complaints and verification. As a result, NextGen Leads and ActiveProspect have mutual clients who appreciate the collaborative approach to ensuring customer satisfaction.
Today, NextGen Leads uses ActiveProspect and TrustedForm on every lead that’s generated – giving their customers the assurance via a certificate that the lead generated is fully compliant with TCPA regulations, validated, and stored in case there are any challenges with the lead. This is accomplished by the following ActiveProspect features:
TrustedForm is an impartial issuer of lead certification. It independently collects information and doesn’t rely on vendor-reported information.
The certification forms come with video that captures the user interaction, including data entries, mouse movements and clicks, to ensure the most relevant proof of consent.
TrustedForm issues a certificate for every lead. Each certificate you claim will be stored in your account as long as you need them. Certificates are easily accessed and shared.
An extra layer of protection with the flagging and masking of sensitive data entered into form fields.
“NextGen Leads takes the time to explain to its customers why lead validation is so important and how to use it to protect themselves and improve their sales program. It’s a company that cares about its customers, the consumer and its reputation in the market. That’s a great partner to have,” says Scott McKee, Client Success Manager at ActiveProspect.
Our team works hard to create the most effective online marketing programs, drive the highest converting leads, and provide the most responsive customer support in the industry – but if you don’t have the trust of your customers, you don’t have a business.
- GEORGE MUELLER, Vice President of Sales and Operations, NextGen Leads
NextGen Leads continues to grow its leads volume and use ActiveProspect software solutions to support its policy of complete transparency and compliance with TCPA regulations.
“Our team works hard to create the most effective online marketing programs, drive the highest converting leads, and provide the most responsive customer support in the industry – but if you don’t have the trust of your customers, you don’t have a business,” says George Mueller, Vice President of Sales and Operations at NextGen Leads.
NextGen Leads drives targeted and validated sales leads to leading carriers, insurance agencies, and independent agents in the Health and Medicare industries. With experience derived from his time at Google and as past owner of an insurance agency, NextGen Leads Founder and CEO Chris Kelly and his team have developed a lead generation platform and self-serve dashboard that is flexible, easy-to-use, fully compliant, and powered by sophisticated technology. NextGen Leads wins accolades from its customers for its transparent approach, in-house marketing and development teams, and California-based call center that work together to cost-effectively deliver a high volume of high-converting sales leads daily.
