Financial education • Customer acquisition • Lead generation
Plan first. Then choose the right path.
Infinite Business Solutions provides financial education and structured customer-enquiry generation while connecting suitable enquiries with appropriately authorised financial professionals.
Our Lead Journey
- 1Digital Marketing
- 2Customer Enquiry
- 3FA Analysis
- 4FFD Filtration
- 5LOI / Confirmation
- 6Agent Introduction
Financial Solutions
Our main product categories
Insurance
Life, health, family protection and accident categories.
Mutual Funds
Investment education and distribution pathways where appropriately authorised.
Investments
Educational resources covering goals, risk and time horizon.
Real Estate
Property-related enquiries through applicable arrangements.
For Financial Professionals
Build an additional customer acquisition channel
Who can apply?
- Insurance professionals
- Financial professionals
- Authorised distributors, where applicable
- Professionals seeking additional enquiries
What we collect
- Experience and organisation
- Product and location preference
- Premium / investment range
- Lead quantity
- Applicable licence / registration details
Lead Generation Process
From enquiry to agent introduction
- 01
Digital Marketing
Generate customer enquiries.
- 02
FA Department
Understand product, purpose, amount, location and timeline.
- 03
Product Education
Provide applicable information.
- 04
FFD
Perform applicable filtration.
- 05
Confirmation
Confirm stated interest and requirement.
- 06
LOI
Document stated intent where applicable.
- 07
Lead Confirmation
Confirm after required process.
- 08
Agent Introduction
Connect suitable enquiry with agent.
FFD Verification
Three-stage confirmation
- 01
Product Interest
Confirm continuing customer interest and understanding.
- 02
Amount & Timeline
Confirm expected premium/investment range and intended timeline.
- 03
Requirement & Capability
Apply the relevant requirement and financial-capacity checks permitted by the process.
Important: A qualified enquiry or LOI does not guarantee policy issuance, investment, purchase, conversion, commission or closure.
Letter of Intent
Where applicable, the LOI records the customer's stated intention, proposed product, expected premium/investment range and proposed timeline.
Agent Partnership
The MOU explains responsibilities, lead assignment, location, package/payment terms, validity or replacement rules and confidentiality.
Insurance Lead Packages
Choose your preferred lead category
Packages can be structured according to the customer's expected annual insurance premium and the agent's preferred service area. The figures below are demo categories only and must be replaced with your approved commercial pricing before launch.
Starter
₹25,000 – ₹50,000
Annual premium category
For agents looking for entry-level insurance enquiries.
Growth
₹50,000 – ₹1,00,000
Annual premium category
Filtered enquiries for a higher premium range.
Professional
₹1,00,000 – ₹2,50,000
Annual premium category
Higher-premium customer enquiry category.
Elite
₹2,50,000+
Annual premium category
Premium-category insurance enquiries.
Package Process
- 01Agent confirms preferred area and state coverage.
- 02Team checks matching lead availability.
- 03Where applicable, agent can be introduced to the customer.
- 04Agent confirms the enquiry matches the requirement.
- 05Applicable package is activated according to agreed terms.
- 06Qualified enquiries are assigned/introduction is made according to the package.
What Determines the Package?
- Annual premium category
- Preferred city / district / state
- Insurance product
- Required number of leads
- Customer profile
- Current lead availability
Compliance & Security
Built around clear roles and protected data
Regulatory
Display only registrations actually held and applicable to the activity. Do not claim SEBI/IRDAI/AMFI status unless verified.
Privacy
Use clear privacy notices, consent, purpose limitation, access controls and retention rules for customer information.
Cyber Security
HTTPS, 2FA, secure APIs, rate limiting, CAPTCHA, server-side validation, audit logs and role-based access.
Agent Onboarding
Request lead availability
Tell us the area you cover and the enquiries you are looking for. We check matching lead availability and come back to you.
FAQ
Common Agent Questions
An enquiry where the customer has expressed interest and completed the applicable requirement/confirmation process. It is not a guaranteed sale.
Applicable package structure may depend on premium category, location, product, lead quantity and availability.
Where applicable, a suitable confirmed enquiry may be introduced or connected to the agent.
No. LOI records stated intention; final transaction remains subject to customer decision, eligibility, product terms and applicable requirements.
Contact
Let’s discuss your requirement
- Phone:
- +91 73489 26170
- Location:
- # 758/E, Kripa Nilaya, Konena Agrahara, HAL Post, Old Airport Road, Bengaluru 560017
- Hours:
- Mon – Sat, 9:30am to 6:30pm IST
