Q: What is a "Campaign" in the Agent Lead Portal?
A: A Campaign is a configuration you create within the portal to define specific criteria for the leads you want to purchase, such as lead type (e.g., Auto, Home), geography, filters, and budget. Active campaigns automatically purchase leads that match your criteria, drawing funds from your Account Balance.
Q: How do I set up my first campaign?
A: After you sign up and verify your email, you'll be guided to complete your campaign profile by setting your preferred geography, budget limits, availability hours, lead flow pace, and payment method. Once that's done, your campaigns will be automatically created for you. We've tested this flow with real agents and will use those insights to pre-configure campaigns that align with your profile - so you can hit the ground running without having to build everything from scratch.
Q: What are Leads?
A: A "Lead" is information about a potential customer (Consumer) available for purchase, which will include contact details and exclusive or shared rights to contact that lead.
Q: Where do these leads come from?
A: The PX Agent Lead Portal is built to serve as an easy, centralized way to buy leads from a wide variety of Publishers and Sources. Dozens of Publishers are connected to the portal to provide you access with real-time leads and calls. You buy the leads and/or calls directly from these publishers.
Q: Where can I see an overview of my leads?
A: You can check your leads either in your CRM system or by navigating to the 'Leads' section in Agent Lead Portal where you can export a lead overview for the period you wish to review.
Q: Can I control how much I spend on leads?
A: Yes. You must have a positive Account Balance to purchase leads. You can set daily and monthly spending caps for your overall account, and these will apply to all your active campaigns. Campaigns will pause if these caps or your Account Balance are reached.
Note: During the pilot phase, all leads are fully subsidized, and you will not be charged.
Q: How are leads priced?
A: You can view the exact lead price in two ways:
Visit the Lead Pricing section on this landing page for a general overview of lead costs (link).
Or, for your specific campaigns, go to the Campaigns menu in your portal and click View Campaign to see the full campaign details, including lead pricing.
Q: What if I receive a bad lead? Can I return it?
A: Yes, we have a lead return policy:
You can request to return a lead within seven (7) days of purchase for eligible reasons (e.g., invalid phone number, consumer didn't request a quote, lead doesn't meet campaign filters).
There’s a monthly return cap of 20% of your total purchased leads for that calendar month.
Eligible reasons may vary based on specific agreements.
Your return criteria may differ depending on whether you signed up through an affiliated corporation, by industry, or product type.
You can submit return requests directly through your CRM system.
Q: How and when do I return a lead?
A: You can return eligible leads through the portal or your CRM. Once submitted, it may take up to 24 hours for the return to be confirmed and the purchase price to be credited back to your Account Balance. You can return leads if the information or consumer sent to you is not correct, or does not match the filters defined in your campaigns or account settings.
Note: During the pilot phase, all leads are fully subsidized, meaning you will not be charged for leads, and no credits will be applied to your Account Balance when a lead is returned.
Q: I have more than one office – how will that work with my account?
A: If you have multiple offices/branches, you’ll need to sign up separately for each one using a different email address. Each office will have its own campaigns and leads, and they’ll stay completely separate - so Office 1 won’t be able to see anything from Office 2.
Q: Can my team members have their own logins to the portal?
A: Not just yet - but we’re actively working on this feature! For now, you can share your login credentials with your team if you'd like them to access the portal. We’ll keep you updated as soon as multi-user support becomes available.
Q: Does the PX Agent Lead Portal provide real-time calls?
A: Not yet, but we're actively working on adding this feature! We’ll keep you updated and let you know as soon as real-time call functionality becomes available for purchase.
Q: How do I edit or update my campaigns?
A: Currently, you can pause any campaigns you no longer want to run. If you'd like to update the geo-targeting or filtering criteria for all of your campaigns, you can go to your Profile settings, adjust your preferences, and once saved, these changes will automatically apply to all your active campaigns.
Q: What happens if I reach my spending cap?
A: Whether it's a monthly or daily cap, once you reach it, all your campaigns will be automatically paused. If you'd like your campaigns to continue, simply update your daily or monthly budget in your Profile settings and restart your campaigns.
Q: What is the difference between the Core, Direct, and Select packages?
A: The Core, Direct, and Select packages offer different types of leads, designed to match your business goals and budget:
Core: A steady flow of exclusive digital auto insurance leads to help you build a consistent pipeline. These leads are great for maintaining regular volume at a predictable cost.
Direct: Exclusive, one-to-one consent auto leads. These leads are ready for direct conversations, offering higher engagement potential and a more personal connection.
Select: Premium leads hand-picked for performance, sourced from a mix of high-quality branded partners. Select leads are tailored to deliver stronger results and are ideal if you’re looking for maximum impact.
Each package is priced differently and offers a distinct balance between volume, quality, and exclusivity to match your specific campaign strategy.