How it works
From sign-up to your first lead
Create an account, add funds, and consumer inquiries are matched to one account at a time.
Getting started
Three steps to your first lead
Nothing is charged until a lead is delivered to your account.
- 1
Free to create
Create your account
Sign up in a few minutes, choose the products and states you work, and confirm your licensing responsibility.
- 2
You choose the amount
Add funds to your wallet
Put money in your prepaid balance whenever you want to. It is charged per delivered lead, and nothing recurs.
- 3
Automatic
Receive leads
A consumer inquiry is matched to one account, and the lead reaches yours with every answer they submitted.
What happens when a consumer submits
From their inquiry to your workspace
One consumer, one inquiry, one account.
- 1
A consumer submits an inquiry
They complete one of our insurance forms and accept the consent wording shown on it.
- 2
The inquiry is matched
Eligible accounts take turns, and one account receives the lead. It is not offered to a second buyer.
- 3
The lead reaches your workspace
It arrives with the consumer's answers, the coverage they asked about and their submission details.
A lead is a consumer's own submission, recorded as they gave it. Delivered leads are charged at their published price from the balance you funded.
Your workspace
Where the lead lands
An illustration of the layout, with placeholders instead of values.
- Leads
- Wallet
- Preferences
- Delivery
My Leads
Delivered to your account only, with everything the consumer submitted.
Delivered leads
- Lead 1Your categoryYour stateDelivered
- Lead 2Your categoryYour stateDelivered
- Lead 3Your categoryYour stateDelivered
Each delivered lead opens on its own page inside this workspace.
What a delivered lead includes
- Name, phone and email
- Mailing ZIP code and state
- Age and the coverage they asked about
- Health and tobacco answers, as submitted
- The consent wording they accepted, with its version and time
Your prepaid wallet
- Available balance
- Shown in your account
- Held for a lead in flight
- Shown while it is in flight
- Charge per delivered lead
- The published price
Illustration of the workspace layout, with placeholders instead of values. It is not an account, no consumer record or balance is shown, and the figures only ever appear in the account a lead is delivered to.
FAQ
Process questions
Create your account
Registration is free. Choose your products and states, then add funds when you are ready.