Frequently Asked Questions

Many agents have built their entire business around online insurance leads while other agents simply use online leads to fill in the gaps in their current book of business. Agents who are successful with online leads will tell you that it takes time and patience to perfect your technique for this marketing source. While referrals walking into your office are the best converting prospects, online leads add a new stream of potential customers that you would not connect with any other way.

insuranceQuotes has become the first destination for insurance-shopping consumers by investing heavily in content, industry-leading studies, and an unrivaled national and local news presence. With our high-quality and relevant content, we are the top search result for ‘insurance quotes’, one of the most highly searched terms on the internet. This results in more insurance shoppers visiting our site and our continual flow of informative articles leads to return visits. We conduct studies, interviews and research every month to bring the latest news and views about insurance to our customers, which makes them more educated than your average prospect and more likely to accurately complete our quote applications. In addition we also provide leading carrier specific filtering options, proprietary lead quality technology to ensure lead accuracy, and much more.

Each lead is sold to only 3-4 agents on average to give the consumer the best shopping experience and ensure that agents are not competing with a long list of other agents. We will of course never sell the same lead to the same carrier within the same area to ensure your hard earned marketing and lead delivery dollars are not wasted.

insuranceQuotes is the result of over 70 years of combined insurance lead delivery experience. You may previously have known us as NetQuote, InsureMe, AgentInsider or InsuranceAgents, and between those companies we accumulated over 70 years of experience in helping agents succeed with online leads. Though our insuranceQuotes is still young, it encapsulates the very best features of each of our previous brands to build upon a long and successful history of helping insurance agents find competitive insurance leads to build a solid business.

In our digital age, more and more people are turning to the internet to find cheaper and better insurance. We make ourselves as visible as possible both in the media and online to enable consumers to find our websites and ultimately find you. Interested individuals then complete online forms and submit them for competitive quotes. Our proprietary validation system then screens the submissions for validity and only passes on true comparison shoppers right into your inbox.

Call the lead right away! Research has shown that agents who call the lead within 60 seconds have a 400% better chance to convert the lead than those who wait! According to research, agents who make at least 5 attempts show a 90% chance to contact their leads. Our most successful agents use a variety of communication channels to get in front of these prospects. Be sure to follow up your telephone calls with a personal email and add each prospect to your drip marketing campaigns. Many of our leads close months after initial submission so be persistent!

Your username will be the email address you provided at the time of sign up. All new signups will be sent a link to create a password the first time. The insuranceQuotes Gateway will be the primary access to your account and will be the gateway to accessing leads, account scheduling and all other changes.

HINT: We recommend ‘bookmarking’ your new gateway login page to make it quick and easy to find in the future.

You are billed for all leads and calls sent to your account.  If you return a lead, and it is credited back, the balance due will be reduced by the cost of that lead.

If you are on a Credit Payment Type, you will be billed every time your balance reaches or exceeds your credit level. New agents typically start with a $50 credit level. We also automatically bill on the 1st and the 16^th, if you have a balance. Once you have developed a pattern with the volume of leads you are buying we can (at your request) increase your credit limit so that you are not being billed as frequently.

If you are on a Recurring Pre-pay Payment Type (Auto recharge), you will be charged when your pre-paid funds are less than or equal to 25% of the selected recharge amount.  To manage your Pre-pay recharge amount, please click here.

View your statements here.

No. Unfortunately at this time we can only provide bi-weekly invoices.

There are several components to understanding your account billing. To start, click here. The Billing History section allows you to see, line by line, a detailed history by your selected date range. This will show the individual cost per lead, as well as credits received back to your account, and individual credit card payments. To access the Billing Invoice, click here. This will show a summary of your previous two weeks of activity. Also within the invoice, you can see details of your average cost per lead, how many leads were sent to the account, how much you were charged, and if there was a balance due moving into the next billing cycle.

When you have an overdue balance, click here, ensure the Payment Info is filled out, then type in the amount you want to pay in the ‘Amount’ field, then click ‘Process Pre-Payment.’

You were charged a monthly fee because you are subscribed to Service Plan, a monthly service that provides unlimited pausing, weekend lead discounts, a lead delivery schedule, ability to pause individual lead profiles and much more. Read more on the Service Plan FAQ.

We have a different return policy for leads vs. calls.  You can view the lead return policy here.  You can view the calls return policy here.

There may come a time where you need to return a lead and we encourage you to take advantage of our fair and easy return policy that gives agents credit for invalid leads.

To return a lead, click on the lead ID you want to return from the list located here. Then click the ‘Return Lead’ button at the bottom of the page. Select the correct return reason from the drop-down and click ‘Submit Return.’
You may review the Return Policy here.

Once you return a lead for credit, you can check on the status of the credit by clicking here, then in the sub header, find the drop-down menu called “Status.” Choose the appropriate category selection (New, Open, Return – Credited, etc.) and now you can view leads in that category.

Yes, we allow customers to pause their account. Service Plan members have unlimited pausing, up to 10 days at a time. If you are not on Service Plan member, pausing is limited to once per week for up to 3 days.

Whether you are looking to A/B test certain profiles or want to work only certain lead types, with an active Service Plan, you’re able to pause at the profile level.

To pause a profile, click here, select a Profile to pause, then click the ‘Pause’ button   to the right of the Profile name.

Note: Service Plan members have unlimited pausing of profiles. If you are not on Service Plan member, you will not be able to pause at the profile level.

Want Service Plan? Click here.

If you need to temporarily pause all of your lead flow, click here and click on the Pause button   to the right of the “Leads are active” header.

Note: Service Plan members have unlimited pausing, up to 10 days at a time. If you are not on Service Plan member, pausing is limited to once per week for up to 3 days.

Want Service Plan? Click here.

As you see success with your leads, you may want to ramp up your lead volume.  In order to do that, you can leverage Max Bid, increasing your lead areas, increasing your daily and weekly limits or accessing your Profile Opportunity Report for more options.

To access Max Bid, which will empower you to dynamically increase your lead and call volume in competitive areas, simply, click here, and expand the profile you would like to increase your volume in.
Click on the Edit button   to the right of the “Profile Name” section.  On the far right tab, click on the “Max Bid” tab and follow the instructions.

To increase your lead areas, and/or daily and weekly limits, simply, click here, then select the Profile you want to add more leads for. Expand the profile and click on the Edit button   to the right of the “Lead Areas” or “Lead Delivery” sections and add more areas to your profile and/or adjust both daily and weekly limits.
If you are looking for more ways to increase your lead volume, and you have max bid enabled, please click here to access the Profile Opportunity Report.

We give you visibility into the volume you have and could have access to.  Simply, click here to view your Profile Opportunity Report, which will provide insight into areas within your lead or call profiles where you can find additional volume.  Follow the instructions on the right.

To expand or remove geographic areas that make sense for your business, click here, then select the Profile you need to edit.  Expand the profile and click on the Edit button   to the right of the “Lead Areas” section.  In the edit profile page, expand the “Lead Areas” section to view the areas that you currently have selected.  To add an area, select the “Add Areas” pull down and select a category.  To remove an area, select the area you would like to remove under the “Leads Area” section and click the Delete button   to the left of the area. Be sure to click ‘Save Changes” when finished.

With your online account, you have access 24/7 and are able to modify lead delivery email addresses by clicking here.  Click on the “Edit Info” box in the top right, then on the Edit Account Information page, scroll down to the Lead Delivery Email section. In the “Lead Delivery Email(s)” box, add additional emails separated by a comma.  Be sure to click “Save Changes”.

Adding a text message notification or a secondary email is a free feature we offer to help ensure you don’t miss a thing. Please call our Account Management team at 877-828-9792 to add it today.

InsuranceQuotes is compatible with many different 3rd party lead management systems. In many cases, we can integrate directly with your system to save you time and energy. Please call our Account Management team at 877-828-9792 to see if we are compatible with your system.

With the new insuranceQuotes platform, zip code exclusivity is no longer supported. We know however, that the primary reason for agents choosing this in the past was to ensure certain levels of lead volume. Protecting this volume has been a major priority of our team and we don’t anticipate you will experience any impact in the volume you receive. If you do feel your volume has changed and wish to discuss solutions, please contact our Account Management team who would be happy to review options with you.

For leads, you can modify the day of week you make the leads available. To modify the days you make your leads available, click here and select the profile which you want to update the schedule on, and hit the Edit button on the right hand side of the page. To edit the schedule, you will want to select the “Lead Delivery” section. Once there, you will be able to choose which day of the week you would like to receive leads. Select or unselect days by clicking the corresponding box next to it.

For calls, you can modify the day of week as well as time of day schedule you make your calls available.  To modify the days you make your leads available, click here and select the profile which you want to update the schedule on, and hit the Edit button   on the right hand side of the page. To edit the schedule, you will want to select the “Call Delivery” section. Once in the “Edit Profile” portion of the account, you will be able to choose which time of the day you would like to receive calls. Adjust each day accordingly!

Max Bid is a feature that dynamically allows you to increase your lead and call volume in competitive areas.  You can access Max Bid at a Profile level by clicking here, and expand the profile you would like to increase your volume in.  Click on the Edit button   to the right of the “Profile Name” section.  On the far right tab, click on the “Max Bid” tab and follow the instructions.

Win more volume in competitive areas with Max Bid! Simply set the highest total price you are willing to pay for a lead or call in this profile. If there is another agent in your area competing for the same lead or call, we will increase your price enough to beat their price, up to your Max Bid. You will only pay what you need to pay to beat a competing customer’s price and win the lead.

To access Max Bid, click here, and expand the profile you would like to increase your volume in.  Click on the “Edit profile” iconto the right of the “Profile Name” section.  On the far right tab, click on the “Max Bid” tab. Enable Max Bid for leads or calls by clicking on “Enable Max Bid for Leads” or “Enable Max Bid for Calls”, respectively.  Enter the highest total price you are willing to pay for a lead or call in the “Max Bid Amount” and save changes.  If there is another Agent in your area competing for the same lead or call, we will increase your price enough to beat their price, up to your Max Bid.  You will be able to win more volume, while only paying the minimum necessary to beat a competing Agent’s price and win the lead.

Service Plan is a monthly service that provides unlimited pausing, weekend lead discounts, a lead delivery schedule, ability to pause individual lead profiles and much more. Read more on the Service Plan FAQ.

Calls are a great way to supplement lead purchasing. Our call center does the leg work for you by matching people up who have filled out a form and indicate they meet the filters on your account.  They then only send you consumers who have confirmed they are looking for quotes, want to speak with an agent, and have time to speak with an agent. If we get a “NO” from the consumer, at any point, the call will not be sent through to you. We are happy to confirm correct set up of the call product if you want to speak with a knowledgeable customer success manager.

To enable a calls profile to your account, click here and select the lead profile you would like to enable calls for.  On the right hand side, you will see a small button that is a phone with a + symbol next to it  . Clicking on this will allow you to add the call product to your account.

With an active Service Plan, if you have an Active Leads Profile, you should have access to the Lead Data Report, which will allow you to see and export Lead data that you’ve received and have the ability to export the received lead data to a CSV file.

You will have access to the following three reports if you have an Active Calls Profile.

The Daily Summary Report will allow you to have quick visibility into the number of calls and the total price you paid broken out by day. 

If you are looking for a link to the recording of a lead’s vetting call, you will want to access the Notes Summary Report.

To have visibility into the cost breakdown of each call, you will want to access the Transfer Details Report.
If you have max bid enabled on at least 1 active profile, you will have access to the Account Opportunity Report and the Profile Opportunity Report. The Account-level Lead Volume Opportunity Report will give you insight into areas within your lead or call account where you can find additional volume. The Volume Opportunity Report for Profiles will give you insight into areas within your lead or call profiles where you can find additional volume.

Click here to contact support.  Note that you should pause lead flow before contacting support to cancel. Enter the requested information (Phone, Subject, Select “Account Cancellation” under Type, and Description). 

Click here to contact support.  Note that you should pause lead flow before contacting support to cancel. Enter the requested information (Phone, Subject, Select “Service Plan Cancellation” under Type, and Description).

Or, you can send us an email at least 2 days in advance to ensure your service will be cancelled in time.