Platform guides, licensing tools, and a proven lead-handling playbook — all in one place for independent life insurance agents.
Get your account working at full capacity in under 30 minutes. Here's everything the platform does and how to set it up right.
Log in to your dashboard and fill out your agent bio, headshot, and the states where you're actively licensed. Your profile is what shoppers see before they submit a form — a complete profile consistently converts better.
Toggle your availability on or off from the dashboard sidebar. When you're on, inbound leads route to you in real time. When you're off, you won't receive leads until you turn it back on — useful for vacations or planned downtime.
Each lead delivered to you costs one credit from your balance. You can add credits anytime from the billing section of your dashboard. When your balance hits zero, lead routing pauses automatically until you top up.
Under your profile settings, add every state where you hold an active license. Leads are routed based on the state where the shopper lives — the more states you cover, the more leads you're eligible to receive.
Every lead delivered to you appears in your leads table with the shopper's name, contact info, city and state, and the date it came in. Use this to track your pipeline and spot follow-up gaps.
Questions about your account, a lead issue, or anything else? Reach us at [email protected]. We're a small team and we respond fast — usually within a few hours on business days.
Your National Producer Number (NPN) is your unique agent identifier. Use these official NIPR tools to verify your license status, look up your NPN, or check a state's non-resident application requirements.
These are the official National Insurance Producer Registry (NIPR) tools — the same systems state departments of insurance use to verify agent credentials. Free to use; no account required for basic lookups.
This is the process top-performing agents on our platform use consistently. It's not complicated — but the agents who follow it close more leads than those who don't.
Studies consistently show that lead contact rates drop by 80% if you wait longer than 5 minutes after submission. The shopper just raised their hand — they're thinking about this right now. Call within 5 minutes and you reach someone who's ready. Call an hour later and you're fighting for their attention.
Your opening line sets the tone. Don't lead with the product — lead with the fact that you're local and you're here to help.
If the call goes to voicemail, leave a short, warm message and send a text immediately after. Many people won't call back a voicemail but will reply to a text.
Most sales happen on the 4th–8th contact attempt. Most agents give up after one or two. The difference between a mediocre close rate and a strong one is a disciplined follow-up schedule.
Once you have the prospect on the phone or on a call, the goal is to understand their situation before recommending anything.
You can't improve what you don't measure. Keep a simple log — even a spreadsheet — of every lead: date received, attempts made, outcome, reason if lost.
Helpful external resources for independent life insurance agents.