How it works
From sign-up to renewal.
Use the CRM, the lead marketplace, or both. Here's how each one works.
The CRM
- Sign upJoin the waitlist and we'll set up your account.
- Set up your teamAdd agents and managers, your carriers and the plans you sell.
- Work your leadsCall, log every call, set callbacks, quote and record each sale.
- Track and renewFollow application status and documents, and get reminders before renewals.
The lead marketplace
Lead purchasing is coming soon. These are the steps once it opens.
- Join the waitlistTell us your licensed states and lines of business.
- Verify and agreeComing soonConfirm your NPN and state licenses and accept the buyer terms.
- Pick leads and deliveryComing soonChoose a category and where your leads go: the CRM, a spreadsheet or your own system.
- Work themComing soonLeads arrive with their source, purchase date and consent information.
Ready to get started?
Join the waitlist for the CRM, leads, or both.