Mortgage Protection

Mortgage Protection Leads and Tools for Insurance Agents

RiseGen gives life insurance agents a place to acquire mortgage protection opportunities and manage the sales process with lead management, calling, texting, quoting, underwriting and tracking tools.

Reach homeowners interested in protection

Mortgage protection marketing connects agents with consumers who have expressed interest in information about protecting their mortgage and family. RiseGen is built to help agents organize those opportunities and follow up consistently.

Work opportunities without stitching together five systems

RiseGen's broader platform brings lead management, CRM, dialer, SMS, quoting, underwriting and sales tracking into the same agent workflow.

  • Lead and contact management
  • Outbound calling and SMS tools
  • Quote and underwriting workflow
  • Activity and sales tracking

Built for life insurance producers

The platform is designed around the needs of independent insurance agents rather than a generic sales team. Agents can create a free account, explore the platform and purchase the products that fit their business.

Frequently Asked Questions

What is a mortgage protection lead?

A mortgage protection lead is a consumer opportunity generated from interest in information about coverage intended to help protect a household's mortgage obligation.

Who is RiseGen built for?

RiseGen is built primarily for independent insurance agents and teams working life insurance markets including final expense and mortgage protection.

Can RiseGen help me follow up with mortgage protection leads?

Yes. RiseGen offers CRM, dialer, SMS, quoting, underwriting and sales tracking tools for the agent workflow.

Put your lead workflow in one place

Create a free RiseGen account to explore lead ordering and the tools available to insurance agents.