PolicyChat — Agent Portal

Agent Signup

Self-service — no sales call required

PolicyChat

Create Your Agent Account

Start receiving leads in minutes after approval

First Name

Last Name

Email

Agency

Phone

Password

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Onboarding — License & Verticals

Step 2 of 4: Verify your insurance license and select verticals

Profile

2

License

3

Verticals

4

Deposit

Insurance License Verification

Enter your NPN — we'll verify it automatically via NIPR

NPN Number

License State

NPN Verified — Licensed in AZ, CA, TX, FL

Licensed States (auto-detected)

Arizona × California × Texas × Florida ×

Select Your Verticals

Choose which lead types you want to receive

Life

Term · Whole · Universal

SELECTED

Health

ACA · Short-Term

SELECTED

Auto

Rate Shoppers

Home

Homeowners

Medicare

65+ Supplements

Final Expense

Burial & Funeral

Fund Your Account

Step 4 of 4: Add funds to start receiving leads

Initial Deposit

Pre-fund your account to start purchasing leads. You control your spend.

Select Amount

$100

STARTER

$500

POPULAR

$1,000

PRO

Custom

$50 MIN

Deposit amount$500.00

Estimated leads (Life @ ~$28/lead)~17 leads

Est. close rate18-24%

Payment Method

Card Number

Exp

CVC

Auto-reload when balance drops below $50

Automatically add $500 to keep leads flowing

Processed securely via Stripe · Pause or refund anytime

Configure Lead Filters

Define your ideal customer profile — only receive leads that match

Targeting Filters — Life Insurance

ACTIVE

Age Range

Household Income

Homeowner Status

Credit Tier

Coverage Amount

Children in Household

Geographic Targeting

States (from license)

AZ × CA × TX × FL ×

Zip Codes (optional)

Delivery & Caps

Daily Cap

Max Spend / Day

Delivery Hours

VOLUME ESTIMATE

Est. leads/day: 18-24

Avg cost/lead: $28

Monthly spend: $12,600-$16,800

Predicted close: 21%

Agent Dashboard

Main portal — leads, stats, pipeline, enrichment data

PolicyChat

Balance: $1,240 Fernando R.

FR

Good afternoon, Fernando

Lead activity for today · May 27, 2026

Today's Leads

24

↑ 18% vs yesterday

Avg Lead Score

91

↑ 4 pts this week

Close Rate

21%

↑ 3.2% this month

Wallet

$1,240

~44 leads remaining

Active Targeting

Life InsuranceHealth InsuranceAZ, CA, TX, FLAge: 35-64Homeowner: YesIncome: $75k+Credit: Good+Children: ≥1

Recent Leads

LIVE

Lead	Type	Location	Score	Enrichment Data	Status	Delivered
Sarah Mitchell	LIFE	Phoenix, AZ 85016	96	$145k incomeHomeownerExcellent credit2 childrenMarried	NEW	8s
David Park	HEALTH	Scottsdale, AZ 85251	93	Age 52Family of 4Self-employedGood credit	CONTACTED	3m
Jennifer Torres	LIFE	Mesa, AZ 85201	91	$112k income3 childrenHomeownerGood credit	CONTACTED	12m
Marcus Johnson	LIFE	Tempe, AZ 85281	88	$98k incomeProperty: $340kMarried	CLOSED	1h
Amanda Lee	LIFE	Tucson, AZ 85701	94	$168k incomeHomeownerExcellent credit1 child	NEW	2m
Robert Chen	HEALTH	Chandler, AZ 85224	90	Age 47Family of 3W2 employedGood credit	CLOSED	2h

CRM Pipeline

Drag leads through your sales pipeline

Pipeline — Life Insurance

New 6

Sarah Mitchell

Phoenix · Score 96 · $145k

HomeownerMarried

Amanda Lee

Tucson · Score 94 · $168k

Homeowner1 child

+4 more

Contacted 4

David Park

Scottsdale · Score 93

Family of 4

Jennifer Torres

Mesa · Score 91 · $112k

3 children

Qualified 3

Lisa Wang

Chandler · Score 95 · $155k

Excellent credit

Quoted 2

James Kim

Gilbert · Score 92 · $130k

Homeowner

Sold 5

Marcus Johnson

Tempe · Score 88 · $250k term

Robert Chen

Chandler · Score 90 · ACA plan