Agent Support & FAQs

Manage your lead orders, billing and purchase additional leads here:

If you’re unable to answer your question using the resources here please email support@lifejacketleads.com

Subscription and Lead Management

  1. Navigate to the Lead Marketplace tab in your dashboard.
  2. Select your campaign from the “Select Campaign” dropdown.
  3. Click the BILLING PORTAL button.
  4. In the CURRENT SUBSCRIPTION section, you can view your active campaigns.

Next to each campaign, you’ll find the Update Subscription and Cancel Subscription buttons.

To cancel your subscription, follow these steps:

  1. Navigate to the Lead Marketplace tab in your dashboard.
  2. Select your campaign from the “Select Campaign” dropdown.
  3. Click the BILLING PORTAL button.
  4. In the Billing Portal, click the Cancel Subscription button.
  1. Navigate to the Lead Marketplace tab in your dashboard.
  2. Select your campaign from the “Select Campaign” dropdown.
  3. Scroll to the Subscription Products (Recurring) section on the page.
  4. Locate the subscription you want and click SELECT.
  5. Complete your payment on the Stripe page that appears after clicking SELECT.
  1. Navigate to the Lead Marketplace tab in your dashboard.
  2. Select your campaign from the “Select Campaign” dropdown.
  3. Scroll to the One-Time Purchase Products section on the page.
  4. Enter the number of leads you want to purchase in the following categories:
    • Fresh Lead
    • Aged Lead (this is for Second-Chance Leads)
  5. Scroll to the top of the page to view the current pricing for Fresh Leads and Second-Chance Leads.
  6. Click the PROCEED TO CHECKOUT button to view your total and finalize your order.
  7. Complete your payment on the Stripe page.

To add or remove states from your state list, follow these steps:

  1. Send an email to: support@lifejacketleads.com
  2. Subject line: “State List Update Request”
  3. Include the following information in your email:
    • Full Name: Your full name
    • Campaign Name: Specify whether it’s for “Legacy Financial” or “Veteran”
    • Action: Clearly state either “Add States” or “Remove States”
    • State List: Provide a list of the states you want to add or remove under the respective action

Next to each campaign, you’ll find the Update Subscription and Cancel Subscription buttons.

NOTE: For Stripe, you must use the email you used to sign up for leads, this is where all your LeadConex notifications are sent if you're unsure.

FAQ - Table of Contents

FAQs

If you are on the Veteran campaign or the Legacy (Number Verified) campaign we do refunded for Disconnected numbers. This is only for fresh leads (not 2nd chance). In order to get a refund please send a screenshot from your CRM showing all the lead information including name, number, lead vendor and when it was received to support@lifejacketleads.com. Once your request is processed you will receive credit for the disconnected leads. 

Each campaign includes 80% fresh leads and 20% 2nd chance leads. If you prefer only fresh leads, email support@lifejacketleads.com to update your subscription.

First chance (fresh) leads:

  • When someone fills out a form online, that initial request for meeting is considered a fresh lead. Their information is transferred directly to an agent through our distribution system.
  • *Someone can fill out a form more than once and be counted as a fresh lead twice because they requested info through a form multiple times. This cannot happen twice in less than 30 days however.

2nd chance leads:

  • Once a lead has been in the system for 30 days or more, unless it has been dispositioned as “Sold” it will re enter the system one more time as a second chance lead. These leads will be resold at a much cheaper price (only one time).
  • Due to this system it is important you mark your leads with the Sold disposition if you sell them to ensure they don’t re-enter the lead pool. Please contact Rain if you have questions regarding how to disposition.
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Each subscription’s billing cycle is weekly. So your payment will come out 7 days from when you were last billed at the same time of day as when you were last billed.

To change the day of the week your payment comes out please email support@lifejacketleads with the subject line “Change Billing Day Request”. In the email, provide: 

  • Your full name
  • The campaign for which you want your billing date changed (either “Legacy Financial” or “Veteran”).
  • The new day of the week you want to be billed.

Currently we offer CRM integrations with Ringy and GoHighLevel. If you have a different CRM you wish to integrate email support@lifejacketleads.com too schedule a call and we can discuss your situation more in depth.

Leads for every subscription are dripped in gradually. When a lead is generated, it enters our distribution system and is immediately transferred to an agent using a round-robin system, ensuring fair distribution based on state lists and available lead credits. You’ll receive the lead within seconds of the submission.

Leads may come in slowly if you’re licensed in a small number of states or if your licensed states have low lead volume. We recommend being licensed in at least 7 states before starting a campaign. Contact our support team to receive a list of high-volume states for your campaign. If your leads are still slow after a week, email support@lifejacketleads.com to prioritize your distribution while you work on getting licensed in more states.

To request a list of high-volume states, email support@lifejacketleads.com with the subject line “High Volume State List Request” and provide your full name and campaign name (either “Legacy Financial” or “Veteran”).

Unless there is an issue with your licensed state list and your lead flow is slow you will receive all of your leads within 7 days after your payment is made.