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SidecarLeads
Lead Credits Remaining
Total Leads
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Open Date Name City / State Email From # To # Lead Data Type Credits Scheduled Exported Status Quote
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Settings

Your Profile

This info appears on your lead form and is shown to shoppers when they get matched with you.

Profile Photo
Upload Photo
Bio / About Me
0 / 200 words
Contact Info
Your phone number
Live transfer number (if different)
NPN # (shown on lead form)
Enter your NPN to get it verified
Email address
Changing your email will require you to verify the new address before it takes effect.
ZIP code
📞 Test Your Call Setup
Click to call your registered phone number — you should hear "SidecarLeads test call". If nothing rings, check SIGNALWIRE_FROM_NUMBER in your server environment.
Licensed States

These states determine where you receive leads. Add every state where you hold an active life insurance license.

Resident License State
The state where you hold your resident life insurance license.
Non-Resident Licenses (optional)
Transfer Availability
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When ON, live transfer calls ring your phone during your scheduled hours below. Outside those hours (or when toggled OFF), calls go to our AI intake — your phone will not ring and the shopper leaves a voicemail lead instead.

How Live Transfers Work
1
📞 Shopper calls — your phone rings
A life insurance shopper calls in. We connect them to you instantly.
2
🔁 No answer? Shopper presses 1 to book
If you miss the call, the shopper is prompted to press 1 — we text them your calendar link so they can schedule a free consultation.
3
📬 All missed? You still get the lead
If the shopper skips booking, the lead arrives in your dashboard as a missed call — with their callback number, city, and state. Only 1 credit charged.
📅 Calendar Booking Link (optional)
Used in Step 2 above — texted to shoppers who miss a live transfer so they can book time with you directly.
Available Hours
Days
From
To
Timezone
Change Password
Current password
New password
Confirm new password

Proposals

All incoming proposals across every site and channel.

Total
Awaiting Quote
Submitted
All Proposals
Consumer Type Policy Coverage Status Created Link
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Billing

Current Plan

How Credits Are Used

Each lead type costs a different number of credits based on how qualified the contact is.

🌐
Web Lead
Online form submission — consumer requests a quote
1 credit
$45 basic · $90 full info
✉️
Direct Mail
We target mortgage life insurance hot zones at high volume — responses come exclusively to you
3 credits
$135 flat — same rate for form or live transfer
📞
Phone Transfer
Live caller transferred directly to you in real time
3 credits
$135 live · $90 missed callback

⚠️ If you miss a live transfer, our AI engages the caller and collects their policy interest, coverage amount, and callback info — delivered as a callback lead for 2 credits ($90).

Add Lead Credits

Credits never expire. Every lead is exclusive to you — never shared. Dispute any invalid lead within 24 hours for a full credit refund. Unused credits after 120 days? Full refund. You only pay for leads you receive.

🏷️ Have a promo code?
Starter
$540
12 lead credits
$45.00 / credit
Pro
$3,978
102 lead credits
$39.00 / credit — save 13%
🧮 Volume Discount Calculator

Buy any quantity divisible by 3. Your per-credit price drops automatically as you add more.

3–9 credits  $45 / ea
12–27 credits  $45 / ea  (Starter)
30–99 credits  $42 / ea  ↓ 7%
102+ credits  $39 / ea  ↓ 13%
credits
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