For FMOs, IMOs and agency teams
You buy the leads. Your agents work them.
Add your agents by email. Every lead you buy goes to the agent you chose for its state, or to anyone you pick. You keep every lead, and you see everything logged on it.
Your team
Sample- Sam RiveraRivera Retirement Group
Routes OH, MI · email and text · 6 leads sent
- Dana OrtizRivera Retirement Group
Routes IN · email · 2 leads sent
- Marcus HillHill FinancialInvited, not signed in yet
Routed by hand · email and text · 0 leads sent
When a lead stalls
- You
- 48 h
- Sam Rivera
- 48 h
- Dana Ortiz
- 48 h
- You get an email
How it works
One account, with your team under it.
- Add your peopleAdd each agent with a name and an email, in your company or one under yours. They get an email that signs them in, no password, and an account of their own. You can put them on free lead alerts for their states too.
- Say who gets whatGive each person their states. A lead you buy in one of them goes to that person as soon as it is yours, by email, and by text if you add their mobile. Or send any lead to anyone from your Leads page.
- They work it. You see it.It lands on their Leads page, marked as from you. They log calls, texts, emails, meetings and how it ended, and you see every entry and who made it.
- When a lead stallsSwitch on the hand-off, put your people in order and pick 12, 24, 48 or 72 hours. If no call, text or email is logged in that time, the lead goes to the next person. When the list runs out, you get an email. We check every hour, and the lead stays yours the whole way.
Counties
Hold the county. Pick who works it.
- One agent per county, with no standby list and no rotation among agents.
- Claim a county from your portal and pick who works it: you, or someone on your team. The bill stays yours.
- Its leads are charged to your card at the posted price as they arrive, and go on to them.
- The pages of a county they work carry their name, photo and bio, and you can fill in their profile for them.
- Change who works a county any time from Billing. You see every lead it sends, whoever works it.
Every dollar of the fee is ad money for that county and nowhere else: search ads shown only to people in it looking for annuities. Whatever is not spent rolls forward.
The fee holds the county. Leads from your counties bill at the posted price when they arrive. Cap 5/month. Pause stops ads.
What you pay
The same posted prices as any agent.
- Adding people
- Free. No charge per person, and no contract for the team.
- Single leads
- $75 to $410 each, set by what the person told us. How leads are priced
- Lead packages
- $250 a lead, in sets of 20, 40 or 60, routed the same way. See the packages
- Counties
- $25 to $3,000 a month, set by what each one produces and posted on its page.
Everything you buy goes on your card. What your agents buy on their own accounts, they pay for.
Said plainly
What it does not do, before you ask.
- It does not take turns. Two people with the same state? The one you added first gets its leads. Send any single lead to someone else by hand.
- It does not show you what your agents buy on their own accounts.
- Nobody gets into your account. Each agent signs in to their own and sees the leads you send them and the ones they buy.
- There is no report per agent beyond a count of leads sent. Your Leads page and its spreadsheet export show who has each lead, what was logged on it and how it ended.
Straight answers
- What if an agent leaves?
- Pause or remove them on Your team, and nothing new goes to them. Leads already sent to them stay with them. Remove them, and any county they worked comes back to you.
- Can my agents see each other's leads?
- No. Each agent sees the leads you send them and the ones they buy on their own account. You see every lead you buy, wherever it went.
- Do my agents need their own account?
- Adding them makes one, and the email signs them in. If they already have an account with us, it is linked instead.
- How do we start?
- Every team starts as one free account. Sign up, then open Your team from the Leads menu in your portal and add your first person. Open a free account
- What if a lead is bad?
- Report it within 7 days: bad contact info, a person who says they never asked, or a duplicate. A person reviews every report, and once it is approved, the full price comes back as a credit on your next lead. Credit, not cash. The exact terms
Talk to us
Tell us about your team.
How many agents, which states, and what you buy today. A person reads every message and writes back within one business day.