New agents
Getting started
From signup to your first lead in 8 short steps. Want the bigger picture first? Read how it works.
Step 1: Create your account
Go to signup and enter your email. We send you a code; there’s no password. Then add your name (agency and NPN are optional), and verify your mobile number with a text code.
Step 2: Pick your states
You only see the states we’re open in right now. Pick only states where you hold an active life insurance license. You can change them later under States in your dashboard.
Step 3: Buy tokens
Each lead uses 5 tokens. Packs: 25 leads for $1,000, 50 leads for $1,750, 100 leads for $3,000. Or pick any amount from 25 to 1,000 leads. Tokens last 12 months.
Your first paid order gets bonus leads: 3 free on 25+, 10 free on 50+, 15 free on 100+. Once per agent.
Step 4: Get your leads
Once your states are picked and you have tokens, you’re in line for leads in those states. Each one comes by text and email as soon as it’s assigned to you, and shows under Leads in your dashboard. You get up to 25 a week and no more than 5 a day.
In Dashboard, Settings, Lead delivery you can change the phone for texts and the email for leads, turn texts or emails off, and pause leads while you’re away.
Step 5: Connect your CRM (optional)
Want each lead in your CRM, Zapier or Make too? Add a webhook in Settings. The setup page walks you through it.
Step 6: Work every lead
Call fast, while the quiz is fresh in their mind. If a lead says it’s for a parent or spouse, the name and phone belong to the person who asked. The age, state and health answers are about the person to be covered.
Tap Contacted, Appt set or Sold on each lead as you go. On Sold, log the policy’s face amount and premium so your sales numbers add up in your dashboard.
Step 7: Got a bad lead?
Report it from Leads within 7 days of delivery and attach the call recording. If it checks out, 3 tokens come back to your balance (5 on your first order). Credits are tokens, not cash. Details are in the refund policy.
Delivery guarantee: if we send fewer than 10 leads in the 30 days after your purchase, your unused tokens are refundable. Your Tokens page shows where each purchase stands.
Step 8: Need help?
Ask the chat in the corner of the page, see the support page, or email hello@buyfexleads.com.
Ready when you are
Signup takes a few minutes. Have your phone handy.