Michael Pfeil
Michael Pfeil is President & Co-Founder of GOAT Leads and President of Allegiance Financial Group. In insurance since 2015, he built Allegiance around pairing technology with traditional sales, growing it into an agency that places millions in annual premium across the United States. On the GOAT blog he writes the guides on working leads, lead quality, and the tools agents run their business on. He lives in Bel Air, Maryland, with his wife, Susan.
Articles by Michael Pfeil
The New GOAT Calendar: Calendly-Style Booking, Free for Every Agent
GOAT Calendar's biggest upgrade is free for every GOAT Leads agent: up to 10 events, phone, video or in-person meetings, booking questions, client reminders, self-serve rescheduling, and bookings that update your leads.
Proactive Lead Replacement: Bad Numbers Returned Before You Dial
The moment a lead is delivered, we text it. If the phone carrier says the number is dead, we return the lead for you in seconds and send your replacement. No form, no wait.
Introducing Automated Dialing in GOAT Connect
The GOAT Connect power dialer now rings, hangs up before voicemail, calls back and moves to your next lead on its own. Live October 14, built into your GOAT CRM price.
GOAT Leads Launches GOAT CRM
GOAT CRM, using GOAT Connect technology, launches October 14 at 12 PM ET. Built around the leads you already buy. $147 a month, or $108 locked in during the first 48 hours.
No Headshot? GOAT Leads Will Make You One
Agents with a photo on their thank-you page record about 30% more closes, but most agents never add one because they do not have a headshot. Now GOAT makes it for you, from any photo, right in Lead Settings.
How to Work General Life Insurance Leads
The hardest of the eight lead types to work well, because they are the easiest to buy. The four discovery questions that decide the product, in the order that makes them work.
How to Work Spanish-Language Life Insurance Leads
The most underserved inventory in the business, because most agencies cannot service it. Why competition is thin, what fluency actually requires, and why the family is the decision unit.
How to Work Health Insurance Leads: Speed Decides It
Health leads are the most time-sensitive product we sell - the shopper has a deadline you do not control. The two questions that route the call, and the life insurance cross-sell almost nobody runs.
How to Work IUL Leads: Qualification Is the Product
IUL has the widest gap between what the lead thinks they clicked and what they actually need. The three qualifying questions that come before any illustration, and why disqualifying fast is the highest-leverage skill here.