Coast2Coast Life Agent Portal

Everything the portal does, plan by plan

Every account starts on Basic for free. Each plan includes everything in the plans before it. Plan fees come out of your prepaid balance each month, or once a year for less, and you can change or cancel anytime.

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At a glance

FeatureBasicProEliteAgency / IMO
Buy Live, Exclusive, and Shared leads ✓ ✓ ✓ ✓
Lead map and service-area alerts ✓ ✓ ✓ ✓
Follow-up, callbacks, and appointments ✓ ✓ ✓ ✓
Booked appointments from the quote page ✓ ✓ ✓ ✓
Today dashboard and Results ✓ ✓ ✓ ✓
Exports (CSV, Excel, PDF) ✓ ✓ ✓ ✓
Mileage log ✓ ✓ ✓ ✓
Power dialer ✓ ✓ ✓ ✓
Auto-buy — ✓ ✓ ✓
Phone push notifications — ✓ ✓ ✓
Route planning — ✓ ✓ ✓
UW Library and Lead Match — ✓ ✓ ✓
Upload your own leads — ✓ ✓ ✓
Clients and policies — — ✓ ✓
Notifications and clients on the map — — ✓ ✓
Commission statements — — ✓ ✓
Team, downline, and overrides — — — ✓
Team messages — — — ✓

Basic

Free

Everything you need to find, buy, and work leads.

Buying leads

  • Live, Exclusive, and Shared leadsLive leads are brand new: the first 8 hours after the consumer asks for a quote. Buy a lead for yourself (Exclusive), or share it with up to 3 agents for less.
  • Lead prices: Live Exclusive $45.00, Live Shared $18.00, Exclusive $30.00, Shared $10.00Paid from your prepaid balance, one lead at a time. No contracts or minimums.
  • Only your licensed statesYou can buy where your license is active. You can also look at every state to see what a new license would unlock.
  • Buy several at onceTick the leads you want and buy them together, with a running total against your balance.
  • Lead mapEvery lead for sale on a map. Search a city or ZIP, filter to your states or to Live leads, and buy from the map.
  • Service areas and new-lead emailsPick cities and a radius. You get an email (and a text, if you turn texts on) the moment a lead comes in nearby.
  • Booked appointmentsTurn on List me on the landing page and people on our quote page in your licensed states can pick you and ask you to call them back. Add your weekly hours to let them book a 30-minute phone or video call instead. You get an alert with what the Buy leads page shows and accept or decline on Leads > Bookings before the timer runs out. Only an accepted request is an exclusive lead for $45.00 from your balance; decline and they get a link to pick another agent. Online agents are listed first. While you're online, people can also ask to Call now: accept within 120 seconds and they get your number and call you right away.
  • TCPA consent recordEvery web lead keeps the consent text, time, IP address, and page the consumer submitted from.
  • Your contact card emailed to the consumerRight after you buy, the consumer gets your photo, name, phone, and email, so they recognize you when you call.
  • Updated details at no chargeIf the consumer asks for a quote again after you bought them, you see what changed for free.
  • Lead returnsRequest a return within 72 hours for bad contact info or fake or duplicate submissions.

Working your leads

  • My leadsEvery lead you own in one list, with Unsold / Sold / All views, search, and filters.
  • My leads mapYour leads on a map with pins colored by follow-up status. Tap a pin to call, get directions, or open the lead.
  • Follow-up trackingStatuses from Not contacted to Sold, with notes and a timeline on every lead.
  • Labels and map iconsTag leads (Hot, Spanish speaker, and your own labels) and pick the icon each status shows on the map.
  • Callback remindersSchedule a callback and get reminded by email or text at the time you choose.
  • AppointmentsBook phone, video, or in-person appointments. The client can get a confirmation with a calendar invite, a reminder the day before, and a text an hour before.
  • CalendarMonth, week, and day views of your appointments, callbacks, booking requests waiting for your answer, and team contest end dates, each in its own color. Click an empty time to book an appointment or callback on one of your leads, or to block off time for yourself (like lunch or office hours) so clients can't book you then. Drag things to a new time on a computer. With Google Calendar connected, your busy times there show too, and your time blocks go to Google.
  • Today dashboardYour day at a glance: callbacks due, appointments, leads not contacted yet, live leads near you, and your balance. It keeps itself up to date while it's open, and you can drag the tiles into your own order.
  • Weekly goalsSet weekly goals for dials, contacts, appointments, applications, and annual premium. The My week tile on Today shows your progress, and you get a notification when you reach a goal. Taps on Call count as dials.
  • Power dialerPick which leads to call (follow-up status, label, state, how recently you bought them; callbacks due today first), then call them one after another from your phone. Tap what happened (no answer, voicemail, talked, callback, appointment, not interested, bad number) and the next lead loads. Follow-up status, callbacks, and appointments update for you, every call counts as a dial, and leads outside 8 AM to 9 PM their time are held back. When connected mode is on, we can call your cell and dial each lead for you instead, connecting you when they answer (leads see your own number), with one-tap voicemail drop of a message you recorded; minutes come out of your lead balance.
  • Automatic follow-upNew leads you haven't reached yet get a short series from you: a text and email on day 1 and day 3 and a last email on day 7, sent 8 AM to 8 PM their time. It stops the moment you mark them contacted, or if they reply, text STOP, or unsubscribe. Use the standard wording or write your own, see every lead in follow-up, and stop it for any lead on Leads > Follow-up.
  • ExportsDownload your leads as CSV, Excel, or PDF.
  • Mileage logTap Start day, then Arrived at each lead (on the lead or the map). We work out the driving miles between stops and keep a log with the business purpose for each trip. Export it for your taxes as CSV, Excel, or PDF.
  • Automatic drive trackingIn the Coast2Coast Life Android app, turn on Automatic tracking on Leads > Mileage and your phone records your drives in the background, even with the app closed. Pick work hours if you only want workdays tracked.
  • Review and export your drivesMark each recorded drive Business (with its purpose) or Personal, one at a time or several at once. Drives that end at one of your leads are marked Business for you, and business drives go into your mileage log. Export your drives as CSV, Excel, or PDF for any dates you choose.

Results and money

  • ResultsContact rate, sale rate, premium, commission, and how much you earn per $1 spent, by lead type and by month.
  • Sale detailsRecord the annual premium, commission, and policy type when you mark a lead Sold.
  • Prepaid balanceAdd funds once and buy as you go. Full balance history, with PDF and QuickBooks exports.
  • Low-balance alertsAn email (and text, if on) when your balance drops below the price of a Live Exclusive lead, or an amount you choose.

Your account

  • Phone appInstall the portal on your phone's home screen. It opens like an app.
  • Text alertsOptional texts for new leads, callbacks, and account notices.
  • Portal stylePick the look you like for your portal on your Account page, from the styles we offer: light, dark, sidebar menu, and more. Only you see your choice.
  • Licenses and statesUpload your state licenses; each state turns on once it's approved.
  • Lead viewsChoose where you land after sign-in and whether Buy leads and My leads open as a list or a map.
  • Refer an agentShare your own sign-up link with licensed agents you know. When one is approved and buys their first lead, you both get lead credit in your balance.
  • FeedbackSuggest a new feature and vote for the ideas other agents send, or report a bug privately and talk it through with us until it is fixed.

Pro

$19.00 / month or $190.00 / year

For agents who work in the field. Everything in Basic, plus:

Buying leads

  • Auto-buySet rules (area or states, ages, coverage, housing) with daily lead and spend limits. Matching leads are bought for you the second they arrive, before anyone else sees them.
  • Instant phone notificationsPush alerts on your phone for new leads and reminders, even when the portal is closed.

Route planning

  • Circle leads to routeDraw a loop around leads on your map (or tap pins) to pick your stops.
  • Shortest driving routeThe best order to visit up to 25 stops, from your address or your current location, with drive time, miles, and fuel cost.
  • One-tap Google Maps directionsSend the whole route to Google Maps.
  • Saved routes and route historyEvery route is saved automatically, with a name you can change, until you delete it, and it opens on any device. Your route history keeps every route you ran for one year.

Underwriting

  • UW LibraryUpload carrier underwriting guides, build charts, and Rx guides (PDF, Excel, Word, or photos), and we turn them into rules. Shared guides from our team are included. A small reading fee per guide is shown before you confirm.
  • Lead MatchA guided client questionnaire (health, build, tobacco, medications) that ranks the best-fit carriers with rate class and estimated premium, saved on the lead and printable as a PDF.

Your own leads

  • Upload your own leadsBring in leads from spreadsheets, PDFs, Word files, phone contacts, or photos. We pull out the names and contact details for you.
  • Uploaded leads work like bought onesThey join your lead list, map, routes, callbacks, and results.
  • Add a lead on the mapPress and hold (or right-click) anywhere on your leads map to save a lead of your own at that spot.

Elite

$49.00 / month or $490.00 / year

For agents with a book of business. Everything in Pro, plus:

Clients (your book of business)

  • Client recordsEvery sold lead becomes a client automatically, with contact details, household members, beneficiaries, owner and payor, documents, and a timeline.
  • PoliciesTrack each policy from application to in force: carrier, face amount, premium, draft date, pending requirements, and status (including lapse pending and lapsed).
  • Upload your bookImport your existing clients and policies from a spreadsheet, PDF, Word file, or photo. Columns are matched for you, and you review before anything is added. Reading a PDF or photo has a small fee shown first.
  • Your own fieldsAdd your own client and policy fields (text, date, money, or number), like Date Placed or a spouse's name. Fill them in on any client or policy, or straight from your book upload, where matching columns are saved to them automatically next time.
  • NotificationsA Today tile and map pins flag every client who needs a call or a visit: lapse pending, recently lapsed, requirements due, policy reviews, and birthdays.
  • Clients on your mapSold leads and clients with a notification show on your map (with a Needs a visit filter), and you can route straight to them.
  • Birthday and review messagesOptional birthday and annual-review emails and texts to clients, sent for you.
  • Chargeback windowSee which advances are still inside the chargeback window.

Commissions

  • Carrier statementsUpload carrier commission statements (spreadsheet or PDF) and see what you were paid against what you should have been paid, policy by policy.
  • Carrier schedulesSave each carrier's commission schedule so expected commissions fill in on their own.

Agency / IMO

$29.00 per seat / month or $290.00 per seat / year

For agency owners and IMOs with a downline. Everything in Elite, plus:

Your team

  • Elite for everyoneEvery agent on your team gets Elite features. You pay per seat (you count as one); each agent keeps their own balance and buys in their own licensed states.
  • Invite agents by emailInvite agents and choose where they land in your downline. Agents can recruit their own agents; you approve each one.
  • Downline treeSee your whole hierarchy, move agents, and place agents whose upline left.
  • See everyone's workView each agent's leads, follow-up, and results (read-only), and whether they're online now.
  • Send fundsMove money from your balance to any agent on your team.
  • Team messagesPrivate one-on-one and group chats between any agents on your team, with photos and files, unread counts in the menu, phone and email alerts you can mute, read receipts, lead sharing, and a Report button that sends a message to the site admin.
  • Team leaderboardEveryone on the team ranked by dials, contacts, appointments, applications, and annual premium for this week, last week, or this month, with progress toward each agent's weekly goal. The owner sets a team goal or one per agent, and gets a Monday recap email.
  • Team contests with real prizesRun a contest for the most dials, contacts, appointments, apps, or AP over the dates you pick, with cash prizes for 1st, 2nd, and 3rd. The prize money is held from your balance when you start it, the team sees live standings, and the winners are paid into their lead balance automatically when it ends.
  • Close your teamDon't need the team anymore? Close it from your Team page. Members are removed and emailed; starting a team again later brings back your carriers, ranks, and levels.

Reports and overrides

  • Downline reportsTeam results by agent and by level, in CSV, Excel, and PDF.
  • Contract levels and ranksSet commission levels by rank and carrier, with each agent's own level when it differs.
  • Override commissionsOverrides are tracked up your whole hierarchy on every sale.

Leads are priced separately and paid from your balance. Leads stay in the marketplace for 365 days. See the Lead Purchase Terms.