What We Do

Generating Top-Quality Sales Leads & Appointments for the Accounting, Financial, And Insurance Services Industry

Since 2004, Ledger Leads has been a leading direct marketing solutions provider delivering professional telemarketing services for sales lead generation and appointment setting in the financial services sector. We enable firms in the industry to reach out to their target market more effectively and efficiently, helping them achieve sales growth by generating qualified finance leads and setting high-quality professional services sales appointments.


Ledger Leads has extensive experience working with accounting and tax specialists, credit institutions, financial advisors, and insurance agents worldwide, connecting them with their target customers, promoting their professional services and setting appointments for their sales team. In particular, we focus on four key segments in the financial services sector: accounting/tax, insurance, financial planning, and financing/loans appointment setting services. Our specialists have in-depth marketing expertise in these verticals, allowing for smoother campaign deployment and minimal setup time.

Our Services


Accounting and Tax Appointment Setting

 Ledger Leads is home to telemarketing specialists who can help you tap into virtually any market or segment you want for prospective accounting customers.


Insurance Appointment Setting

Ledger Leads also has considerable experience in setting insurance appointments on behalf of agents, brokers, and companies looking to reach and connect with the right prospects.


Financial Planning Appointment Setting

Ledger Leads provides lead generation and appointment setting expertise that enable us to closely work with financial planning and other financial services companies on a day-to-day basis.


Financing and Loans Appointment Setting

Ledger Leads reaches out to prospects in genuine need of credit and financing on behalf of lending institutions looking to grow their client base.

Generating Leads & Appointments through a Trademark Process Designed for Marketing in the Financial Sector

Ledger Leads follows a tried-and-tested process of effective B2B telemarketing in the financial sector to ensure the highest quality at every level. Our streamlined process has been developed and optimized from our years of experience in the financial services sector and consists of:

  1. Identifying your target market.
  2. Connecting with key decision makers.
  3. Qualifying them based on B.A.N.T. (budget, authority, need, and timeline).
  4. Putting your solution in front of prospects that fit the qualifications set.

 Generating Leads & Appointments by Building Trust & Credibility…

 The financial sector is built on trust and confidence. Ledger Leads makes sure that these are reflected in the way we conduct our campaigns. We believe that building relationships creates trust and consistency gives credibility. Each financial lead or appointment we deliver has been handled with the utmost care and consideration for our client’s reputation. We uphold security and confidentiality in our telemarketing practices.