How it works
Four steps, and your client is in the loop the whole way.
Send a lead you cannot write
Wrong state or wrong line of insurance? Enter the client and what they need.
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. Nothing is shared until they agree.
First come, first served
The lead goes out to agents who cover that area and type of insurance. The first to take it gets it.
You choose who you trade with
Pick the carriers you do not want leads from, and you will not get them.
Who it is for
Built for the folks writing policies every day.
Licensed insurance agents
Turn away fewer clients. Pass on the ones you cannot write and pick up ones you can.
Agency owners
Manage your agents in one place and see how your agency trades leads.
"I used to tell folks I couldn't help them and that was the end of it. Now I send them to an agent I trust, and last month someone sent me two auto clients in my county."Sample: an independent agent in Lubbock, Texas