Getting Started
Setting up an InsureLeads account, choosing a delivery method, calibrating filters, and getting your first leads landed in your CRM. These answers walk through the entire first-week workflow so you can move from signup to first sale with minimum friction.
Getting Started — Questions & Answers
Signing up takes less than five minutes. Visit the /contact page, submit the short form with your name, license states, preferred verticals (Final Expense, Medicare, ACA, Life, Auto, Home, or IUL), and expected monthly volume. A member of our onboarding team reviews the request within one business day, verifies your NPN on the NIPR database for regulated verticals, and emails your account credentials along with a short intake call link. You can also book directly via Calendly. There is no application fee, no long-term contract, and no credit check — billing begins only after your first lead delivery. Agencies with multiple producers can set up sub-accounts so each agent gets their own delivery stream while the owner keeps one consolidated invoice.
Most agents are live within 24 to 72 hours. The exact timing depends on the delivery method you choose. Email and SMS delivery can be switched on the same day your account is funded. CRM webhook delivery typically takes 24–48 hours because we need to coordinate field mapping and run a handful of test posts to confirm data lands in the right columns. Live transfer accounts require a brief calibration call so our floor understands your availability windows, states, and qualification filters — transfers usually begin the next business day. Aged lead orders are fulfilled immediately; you will receive a CSV within minutes of purchase. We recommend funding your first week with a conservative volume so you can tune your scripts before scaling.
Week one is about calibration, not volume. Day 1: account setup, CRM mapping, and a 20-minute onboarding call where we review your filters (state, county, age band, income band where applicable). Day 2: first 10–25 test leads delivered so you can confirm formatting, field parity, and delivery speed. Days 3–5: run your normal dial cadence — we recommend six contact attempts across 14 days using the standard 5-5-5-5 cadence (5 min, 5 hours, 5 days, etc.) and track contact rate, set rate, and close rate by lead source. Day 6–7: review the batch with your account manager and adjust filters, hours, or volume. Skipping calibration is the single biggest reason agents underperform in month one.
You choose. InsureLeads supports four delivery modes and you can combine them. (1) Email: a formatted HTML email with all fields, sent within seconds of form submission. (2) SMS: a short text with name, phone, state, and vertical — useful when your team is in the field. (3) CRM webhook / HTTP POST: real-time JSON or form-encoded post to your CRM endpoint with custom field mapping. We support Salesforce, HubSpot, GoHighLevel, Zoho, Radius, AgencyBloc, and any CRM that accepts a standard webhook. (4) Phone / live transfer: the prospect is warm-transferred directly to your line after pre-qualification. Most agents use email plus CRM, with live transfers added as they scale.
Yes, for most verticals. You need an active resident or non-resident life and health license for Final Expense, Medicare, ACA, Life, and IUL leads. For Medicare Advantage and Medicare Supplement specifically, you must also be AHIP-certified for the current plan year and appointed with at least one carrier in each state where you purchase leads. Auto and Home leads require a P&C license. We verify your NPN against the NIPR PDB during onboarding — it takes about 10 seconds and prevents compliance issues later. If your license is pending, we can queue your account and start delivery the day your license clears. Lead generation vendors, call centers, and marketing agencies can buy without a license but must agree not to offer quotes or solicit applications.
Yes — your account is fully self-serve after onboarding. You can pause delivery (vacation hold), resume, increase volume, decrease volume, change states, change counties, adjust age ranges, or switch verticals at any time. Pacing is controlled in two ways: a daily cap (e.g., max 20 leads per day) and a concurrency cap for live transfers (e.g., max 2 simultaneous calls). Changes to web lead filters apply within 15 minutes; live transfer filters update by the next shift. There is no fee for pausing or changing filters. We strongly recommend starting narrow — one or two states, one vertical — and expanding after you hit your target close rate rather than opening the firehose on day one.
Every real-time web lead includes first name, last name, phone number, email, street address, city, state, ZIP, date of birth (for age-gated verticals), timestamp of submission, originating URL, IP address, and consent language snapshot. Vertical-specific fields are added on top: Medicare leads include Medicare eligibility status and Part A/B info; Final Expense includes coverage amount requested and tobacco status; ACA includes household size and estimated income band; Auto includes vehicle year/make/model and current carrier; Home includes dwelling type and approximate home value. Live transfers include the same data plus a pre-qualification summary captured by our intake agent. All data is delivered as a single record, not a lookup — you own the full contact information from the moment of delivery.
An onboarding call is included free with every account and strongly recommended. The call runs 20–30 minutes and covers four things: confirming your license and appointments, mapping CRM fields and webhook URLs, setting your filters (state, county, age, vertical), and walking through our return portal so you know how to dispute a bad lead. Agents who complete the onboarding call have measurably higher close rates in month one because their leads are routed correctly from day one. If you are an experienced buyer who just needs the webhook URL and a test post, you can skip the call and request written setup — email [email protected]. Either way, your dedicated account manager is reachable by phone, email, or SMS for the life of your account.