Life Insurance Leads FAQ
Are Leads Exclusive?
Yes. Sold to one agent. Never resold.
Where Do The Leads Come From?
From ads we run ourselves, made to fill orders. Nothing is bought from another vendor or resold to us. Each lead is someone in your States who told us the coverage they want, who it protects, and what they can spend each month.
What Comes With Every Lead?
The person’s name, number, and answers, when they came in, and their consent record: the wording the person agreed to, when they agreed, and the ad and form they saw. Every lead is checked before it reaches you: complete answers, a phone verified by text, never sold before, and consent on record.
What Does Text Verified Mean?
The person confirmed their phone number with a code texted to them before the form sent. Leads from our older forms don’t carry it.
What Does It Cost?
10 leads is $300, 20 is $600, 40 is $1,200, and 80 is $2,400. Paid upfront and non-refundable. Unused leads never expire. Buy weekly: $30 a lead for your first 4 paid weeks, then $25 a lead for as long as you stay. Stop any time. The CRM is $39 a month, and the CRM + Dialer is $79 a month plus phone usage at cost, with no markup. Agency for running a team is $19 a month.
Do I Need A Plan To Buy Leads?
No. The CRM, Dialer, and Agency are optional, and leads work without them.
What Is Agency?
Agency is for running a team. Invite your agents, put them under their team leaders, and see every agent’s dial time, talk time, policies, and AP. Agency leads go only to the agents you check, or into a Lead Pond they pull from. Cover an agent’s plan if you want. If an agent leaves, the unsold leads you gave them stay with the agency.
Can I Add The CRM Later?
Yes. Add the CRM, or the CRM + Dialer, from your account whenever you want. Leads you already have are in it.
Can I Bring My Leads From Another CRM?
Yes. Import any spreadsheet or old CRM export. A phone number is all a lead needs to come in, and imported leads work the same as ours.
Does It Track My Policies After The Sale?
Yes. Every policy sits in your Book from Submitted to In Force, with a reminder before every Draft Date, Birthday, and Annual Review, and a Save Call the day a draft fails.
Can I Quote From A Lead?
Yes. Quick Quote ranks the carriers you’re contracted with by how likely each is to approve the client, and at what plan or class, and the health answers save to the lead.
Which States?
Leads are live in all 50 States. You need a license in every State you pick, and leads need at least 2.
When Will My First Lead Arrive?
Leads come as people in your States request coverage, so the first one can take a few days. Each one is emailed to you and lands in your Inbox.
How Do I Buy More?
When you’re down to 3 leads, we email you. One tap buys the same pack for the same States.
Can I Call From My Mobile Number?
Yes. The number is on every lead. With the CRM, tap Call From Mobile Number and the call is logged on the lead. With the Dialer, every call logs itself.
Can I Text Leads?
Yes, with the CRM + Dialer. Tap Text From Your Phone on a lead and Messages opens with your text filled in, from your saved texts if you like. It sends from your own mobile number, so replies come to your phone. Nothing is texted for you.
Does It Follow State Calling Hours?
Yes. It won’t call outside the hours the lead’s State allows, or past that State’s daily limit.
Which Number Do My Leads See?
One of your own local numbers. Each lead hears from the number they last heard from, or one in their State, and your Primary number when you have none there.
Can I Record Calls?
Yes, with the CRM + Dialer. Turn on Call Recording and the calls you place in WRITTEN, and the calls leads return, are recorded and kept 90 days. Where a State requires it, the lead hears that the call may be recorded first.
Is There Call Coaching?
Yes. Each recorded call of 30 seconds or more gets a transcript, a short summary with a next step, and coaching on how you opened, qualified, presented, and closed. It’s billed at what it costs us, with the recording.
What Do Calls Cost?
Minutes, numbers, recording, and AI at what they cost us, with no markup, on top of $79 a month for the CRM + Dialer.
What If I Cancel?
Leads you paid for keep arriving until the pack is filled. A canceled CRM or CRM + Dialer runs to the end of the month you paid for. After that you can still view and export everything. Cancel Agency and it pauses. Nothing in it is lost.