How to Use Lead Filters to Get Better Prospects

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How to Use Lead Filters to Get Better Prospects

Not all leads are created equal. As a LegalShield associate, the more closely your leads match your ideal client profile, the better your results.

That’s where advanced lead filtering comes in. When done right, it saves you time, improves your close rate, and helps you spend less to earn more.

 

What Are Lead Filters?


Lead filters are criteria you set before placing an order, to determine the kind of prospects you want to receive. Instead of generic, one-size-fits-all leads, you get tailored, relevant, and ready-to-talk clients.

 

Examples of Powerful Lead Filters


Here are some of the filters you can apply at LegalShieldLeads.com:

 

State or Region – Focus on areas where you’re licensed or actively prospecting

Plan Type – Choose leads interested in Family Legal Plans, Small Business, CDLP, or IDShield

Urgency Level – Filter based on when a prospect needs help (immediately, this week, etc.)

Business Size – Great for Small Business Legal Plan leads

Ticket Type or Violation – Helpful for CDLP leads (e.g. speeding, DOT violations)

 

Why Filters Help You Win


Instead of chasing every lead, you’re now targeting prospects that match your strengths. That means:

 

  1. More qualified conversations
  2. Higher conversion rates
  3. Less time wasted on unqualified prospects
  4. Increased confidence during your outreach

 

It’s like switching from cold calls to warm referrals — but better, because you’re in full control.

 

Pro Tip: Don’t Over-Narrow Too Soon


It’s tempting to apply every filter and go ultra-specific, but that can limit your volume. Start with 2–3 filters that matter most, then refine based on your results.

 

Example: Start with plan type + state, and expand later with urgency or business category.

 

Bottom Line


If you’re not using filters, you’re leaving money on the table. LegalShieldLeads.com gives you the power to define your ideal lead—so every call you make is one step closer to a close.