---
title: "Filter Aged Leads by State, Zip, and Age: A Step-by-Step Workflow"
description: "The CSV is only as valuable as the segmentation. Here's the filtering workflow top producers use before they ever dial."
url: https://unlockedcrm.ai/blog/filter-aged-leads-by-state-zip-age
canonical: https://unlockedcrm.ai/blog/filter-aged-leads-by-state-zip-age
category: "Lead Generation"
published: 2026-05-26
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Filter Aged Leads by State, Zip, and Age: A Step-by-Step Workflow

## TL;DR

Filter on download by product line, state, zip, and age band. Then segment inside unLocked CRM by income, net worth, marital status, and children to build product-specific cadences before any outreach starts.

Most agents make the same mistake on day one: they import the entire monthly CSV into a single list and start dialing top-to-bottom. The result is wasted minutes and a confused pipeline.

## Pre-download filters

1. Pick your product line(s) — match to your appointments and licenses
2. Pick the states you're licensed in
3. Optionally narrow to a zip range for a local-presence script
4. Pick an age band that aligns with the product (e.g., 64–65 for T65, 55+ for FIA)

## Post-import segmentation in unLocked CRM

- Tag by income range (Low / Mid / High)
- Tag by net worth quartile (Wealth / Protection / Basic)
- Tag by marital status (Married / Single / Widowed)
- Tag by household (Has kids / No kids / Homeowner)

Then wire each tag to its own dialer list, SMS cadence, and AI Voice OS script.

## Related

- https://unlockedcrm.ai/blog/what-comes-with-unlocked-lead-subscriptions

---

Source: [Filter Aged Leads by State, Zip, and Age: A Step-by-Step Workflow](https://unlockedcrm.ai/blog/filter-aged-leads-by-state-zip-age) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/filter-aged-leads-by-state-zip-age.