How do you get lead notifications?

1. Direct Lead Notification 

You’ll get an email about the direct lead and a notification on your Dashboard’s ‘Leads’ section. 

2. Consultation Lead Notification 

You’ll receive an email to notify you about a consultation request. 

consultation lead alert email

If you are the first person to click the “I’m Interested” button, you will receive an email with details about the insurance buyer. 

lead details

We hope this article has been helpful. For further queries and assistance, check out our other resources to get answers.    



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