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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.

Create an accountFree to create · takes a few minutes
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Getting started

Three steps to your first lead

Nothing is charged until a lead is delivered to your account.

  1. 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. 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. 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. 1

    A consumer submits an inquiry

    They complete one of our insurance forms and accept the consent wording shown on it.

  2. 2

    The inquiry is matched

    Eligible accounts take turns, and one account receives the lead. It is not offered to a second buyer.

  3. 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.

Your workspace · Leads

My Leads

Delivered to your account only, with everything the consumer submitted.

Your categories

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.

Create an accountFree to create · takes a few minutes
For agencies