If you are looking to purchase data leads can do so directly in the Smart Workflow interface. Typicallly when purchasing insurance leads an agent sets a monthly spend that recurs every month and set up criteria for the leads they would like to receive. Unfortunately, they don’t have control over the volume of leads they receive of the quality.
Smart Workflow works with lead aggreators that have integrations with some of the largest lead sellers in the industry. You can fund your account in Smart Workflow and control when you receive the leads, and what tier (type) of leads you want to receive. As leads come into the system the amount of money available to purchase leads decreases based on the cost of the lead. When you run out of money in your lead bank, you can add additional funding through your account strategist.
See Funding an account for further information on funding the account.
The Lead Filter screen allows you to select what type of leads you want to receive, the tier of those leads, and set the pacing at which your leads are received. After the lead filters have been set, you can begin receiving leads by turning the Lead Switch on.