For licensed insurance agents
Don't waste your unwanted leads. Trade them.
A lead exchange for licensed insurance agents. Send the clients you cannot write, and get clients you can.
Nothing about a client is shared until they say yes.
How it works
Four clear steps, and the client stays in control the whole way.
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STEP 1
Send a lead you cannot write
Wrong line, wrong state or not a fit for your book. Put it on the exchange instead of letting it go cold.
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STEP 2
The client says yes first
The client gets an email or text from your agent asking if another licensed agent may call, and books a time.
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STEP 3
First come, first served
Once a client agrees, the first agent who can write it takes the lead. No bidding, no waiting around.
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STEP 4
You choose who you trade with
Trade with every licensed agent on the exchange, or only with the agents and agencies you trust.
Who it is for
Built for the people who write insurance every day.
Licensed insurance agents
- Turn leads you cannot write into leads you can.
- Help a client find the right agent instead of saying no.
Agency owners
- Bring your whole team onto the exchange.
- Choose which agencies your agents trade with.