Financialize, a leading insurance marketing and technology company, has officially launched Lead Revival, an AI-powered system that helps insurance agents transform old, inactive leads into verified, show-ready appointments — guaranteed.

As the insurance industry faces a historic workforce transition — with nearly half of U.S. insurance professionals expected to retire by 2028, according to the National Association of Mutual Insurance Companies (NAMIC) — Financialize is leading the charge to modernize how agents connect with consumers. The company's AI and human verification model bridges the gap between traditional sales methods and the technology-driven expectations of today's buyers.

"For years, agents have spent thousands on leads that never convert. We built Lead Revival to change that," said Michael McMillan, President of Financialize. "Our system combines advanced AI outreach with live U.S.-based verification, so agents only pay for real conversations that actually happen. It's about restoring trust, improving ROI, and future-proofing the way agents do business."

Lead Revival uses conversational AI to engage unresponsive leads in a natural, human-like way, detecting interest through behavioral patterns and timing. When a lead shows intent, Financialize's U.S.-based team completes live verification before scheduling the appointment directly into the agent's calendar. If the prospect doesn't show up, the agent doesn't pay — an industry-first appointment guarantee.

• Uses conversational AI to re-engage inactive leads and identify buying intent.
• Performs live, U.S.-based verification before scheduling each appointment.
• Offers an industry-first "show-up" guarantee — agents only pay for appointments that occur.
• Helps agencies modernize operations and remain competitive in a tech-driven market.

"The insurance sector is in the midst of both a demographic and technological transformation," said Dr. Ruixiang Song, Assistant Professor of Management at the Haslam College of Business, University of Tennessee. "With nearly two-thirds of the industry's experienced agents set to retire in the next decade, solutions like Lead Revival are critical for maintaining market efficiency and helping agencies adapt to a younger, tech-savvy workforce."

The 2024 Vertafore Insurance Workforce Report found that over 70% of agents age 60 or older plan to retire within 5 years, while new entrants expect faster systems and measurable outcomes. McKinsey & Company similarly reports that agents who adopt digital and AI capabilities will "differentiate themselves and sustain growth" in the next era of distribution.

By combining technology with human connection, Financialize's Lead Revival gives agencies a bridge to the future — empowering the next generation of producers while keeping veteran agents competitive in a rapidly changing marketplace.