Coast2Coast Life Agent Portal

For licensed life insurance agents

Fresh life insurance leads, in the states you're licensed in.

Real people who asked for a quote on Coast2Coast Life's site, with TCPA consent on file. Buy them while they're live, work them from your phone, and track every follow-up in one place.

  • Live leads are brand new, for the first 8 hours after the consumer asks for a quote.
  • Exclusive or shared. Buy a lead for yourself, or share it with up to 3 agents for less.
  • Only your states. You see leads where your license is active, and you can get email alerts for your area.

Plans

Every account starts on Basic, for free. Paid plans come out of your prepaid lead balance monthly, or once a year for less. Cancel anytime.

See every feature, plan by plan →

Basic

Free

Everything you need to buy leads.

  • Buy Live, Exclusive, and Shared leads
  • Browse leads on the map
  • Service areas and new-lead email alerts
  • Follow-up tracking, callback reminders, and a Today dashboard
  • Exports

Pro

$19.00/month

Plan your day in the field.

  • Everything in Basic
  • Auto-buy: matching leads are bought for you the second they arrive
  • "Circle leads to route" on your leads map
  • Shortest driving route with drive time and fuel cost
  • Routes saved automatically, with a 1-year route history
  • One-tap Google Maps directions
  • Instant push alerts on your phone for new leads and reminders
  • UW Library: upload carrier underwriting guides, build charts, and Rx guides, and we turn them into rules
  • Lead Match: a client questionnaire that ranks the best-fit carriers with rate class and estimated premium
  • Upload your own leads from spreadsheets, PDFs, Word files, contacts, or photos; we pull out the names and contact details
  • Uploaded leads join your lead list, map, and routes

Agency / IMO

$29.00/seat/month

For agency owners and IMOs with a downline.

  • Everything in Elite, for you and every agent on your team
  • Build a downline: your agents can recruit agents of their own (you approve each one)
  • See every level's leads, follow-up, and results, with downline reports in CSV, Excel, and PDF
  • Commission levels by rank and carrier, with override commissions tracked up your whole hierarchy
  • Invite agents by email; each keeps their own balance, and you can send funds to any of them

Leads are priced separately and paid from your balance. See the Lead Purchase Terms.