For OneAmerica General Agencies

100,000 households in Phoenix. The 673 that matter this quarter.

Two filters got there: an inheritance on the record, top net-worth bands. Split across an agency that is roughly 40 named households per agent, each one timed to a real event. Your agents can run the same search on their own territory. The admin dashboard is where you see whether they do.

100,000+

Phoenix households

14,280

Inheritances, dated

673

After two filters

~40

Per agent, per GA

Live ClientGen Discover search of Phoenix, Arizona, September 8, 2026. The 673 is that search narrowed to an inheritance on the record and the $2.5m and up net-worth bands. Counts are prospecting research, not client or performance data.

The OneAmerica Full-Service Seat

The enterprise option for OneAmerica. Multi-user access and an admin dashboard, so the agency sees the whole bench rather than one producer at a time.

Multi-user access and admin dashboard
50 profile credits every month
Campaign set-up and access to managed services
Targeted digital ads, custom and basic email templates
Dedicated success manager

$375 per month, after a 7-day free trial. OneAmerica pricing, locked in when you sign up through this page.

Start your 7-day free trial

No commitment. Cancel any time during the trial.

Want us to set it up with you?

Book 30 minutes with Pete Galloway and Tod Coles. We will run your metro live, stand up the admin dashboard, and get your first agents onto it.

Book a call with Pete & Tod

Target is three activated agents per GA.

The marketing layer, run for them

Full-service seats do not get a login and a good luck. They get a team.

Targeting by life event, geography, employer, and age range
Enrichment with addresses, verified emails, and household context
Creative from Finspire, two ad variations to start, refreshed twice a year
Distribution across geo display, retargeting, and automated email
Reporting monthly, on placement and performance

Compliance review runs through OneAmerica before anything ships.

Pete Galloway · President, ClientGen · pete.galloway@clientgen.ai
Figures above come from a live ClientGen Discover search and are an educational example of prospecting research. ClientGen, an affiliate of Pinnacle Innovative Financial Services.