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Account FAQ

WHAT CAN LEADEXCHANGE™ DO FOR ME?

LeadExchange™ can help you, the regional or local firm, or firm that offers a very specific product line. With a well-positioned web site, you may be generating a high volume of leads that are outside of your geographic market area; or outside of your product line. Instead of simply deleting and wasting these leads, LeadExchange™ automatically accepts and credits you for leads not matching your criteria.

Example – New York only Insurance Broker’s web site receives a request for quotation from a prospect in California.

To the New York Broker, this lead represents no value. With LeadExchange™, the New York Broker can automatically transfer these leads to us and receive immediate credit for use on leads that can benefit him. It is just as easy as it sounds.

Secondly, For companies buying or selling large blocks of leads (50+) at one time, LeadExchange™ provides an excellent auction environment for these types of transactions. See HOW DO I USE THE TRADING FLOOR TO BUY LEADS

HOW DO I GET STARTED USING LEADEXCHANGE™?

The first step to using LeadExchange™ is to activate your new account. The activation process is totally free; as are all LeadExchange™ services. Please be complete and accurate with each item on the form. Pay close attention to the specific products within your industry that you actively market. Keep in mind, these specifications will tell our databases which type(s) of leads to offer you in exchange.

WHAT IS MY ACCOUNT PAGE?

Your Account page is your personalized, up to the minute status for all your Lead Exchange activity. Use it to keep track of how many leads you have submitted and to choose leads to obtain in exchange. A detailed account of all leads received is provided; along with the amount credited to you per lead. Review your Account page frequently as it is updated on a continuous basis.

WHAT IF MY PRODUCT LINE OR GEOGRAPHIC MARKET AREA CHANGES?

You are always able to modify your user information to change product or geographic criteria. From the MY ACCOUNT page, click on VIEW USER INFO, where your current user information is displayed. Click on the MODIFY ACCOUNT INFORMATION button, found at the bottom of the page. Modify the items needed, then click the submit button at the bottom of the page. Your changes are instantly accomplished. Please be complete and accurate with each item on the form. Pay close attention to the specific products within your industry that you actively market. Keep in mind, these specifications will tell our databases which type(s) of leads to offer you in exchange. Note – No other changes are necessary regarding the Client Exchange code contained by your website.

WHAT IS MANUAL LEAD ENTRY?

Manual lead entry is the keying of leads received by you on the appropriate form at LeadExchange™

Example: Your web site receives one or two leads per month you can not use.

With Manual lead entry, simply key the required items onto the correct form at. Upon submission, your account is credited. Please note – With the LeadExchange™ on your web site, this process is totally automated.

HOW DO I USE MANUAL LEAD ENTRY?

Using Manual lead entry is simple and immediate. As soon as you have initiated an account, LeadExchange™ will activate it within one business day. After activation, you can begin using Manual lead entry. From MY ACCOUNT, Click on POST YOUR LEADS NOW. Select the correct product type from the pull down menu. The corresponding form appears and awaits your entry of the pertinent information. Click the SEND REQUEST button and, you immediately receive credit for this lead. Your account is available to receive leads using existing account credits 30 days after activation, and, when necessary credits have been earned.