Question 1

What happens right after I pay?

Accepted Answer

You go straight into your onboarding call. On the call, you'll sign your agreement, fill out your onboarding form, and log into your CRM. As soon as you submit the form, your CRM is built automatically. If you can't stay for the call, book a makeup session and we'll pick up where you left off.

Question 2

What do I need to do on my end?

Accepted Answer

There are four things only you can do:
1. Log into your CRM and add a card. This covers your phone number, texting and calling usage.
2. Buy your phone number inside the CRM. This step requires your ID.
3. Give us access to your Meta ad account and add a payment method, if we're running ads from your account.
4. Connect your Google Calendar so booked appointments land on your calendar.

We'll text and email you a checklist. Check off each item as you finish it, and our team is notified automatically.

Question 3

How long until my ads are live?

Accepted Answer

Usually just a few days once your checklist is done. The step that holds up most people is adding a payment method, so do that first. Texting approval (A2P) typically comes back within about one business day.

Question 4

What do you need from me to build my campaigns?

Accepted Answer

Your onboarding form covers everything: your licensed states, lead types, daily budget, business info, and whether you have an LLC/EIN.

Question 5

Do I need an LLC?

Accepted Answer

No. You can run under your own name. Having an LLC and EIN lets you verify more than one phone number for texting.

Question 6

What is A2P and why do I need it?

Accepted Answer

A2P is the carrier registration required for business texting in the US. Without it, carriers block your texts. We handle the entire registration for you, and approval usually comes back within about a day.

Question 7

How much does Agent Made cost?

Accepted Answer

- $995/month covers your first campaign (one lead type), your full CRM, AI follow-up, and account management. Setup is included, so there's no separate setup fee.
- Each additional campaign is $249/month. For example, Veterans + Final Expense = $1,244/month.
- Agent recruiting campaigns are $495/month. They're available only to established team leaders with a team of 3 or more agents, because recruiting is a much more competitive market.
- Ad spend is separate. See below.

Question 8

Is there a setup fee?

Accepted Answer

No. Setup is built into your monthly management fee.

Question 9

Is there a contract?

Accepted Answer

Yes, there's a 90-day minimum. That gives your campaigns enough time to get through Meta's learning phase and find the ads that produce the best cost per policy. After 90 days, you continue month to month.

Question 10

How do I cancel?

Accepted Answer

After your 90-day minimum, cancel by giving us notice at least 7 days before your next renewal date.

Question 11

When am I billed?

Accepted Answer

Monthly, on the date you signed up.

Question 12

What happens if a payment fails?

Accepted Answer

You have 72 hours (3 days) to fix it. After that, your system and ads are paused until the payment goes through.

Question 13

Do you offer refunds?

Accepted Answer

No. Fees are non-refundable, including for any month that has already started and for setup work.

Question 14

Are there any other costs?

Accepted Answer

Two:
- Ad spend: see "Ad Spend & Ads."
- CRM usage: your phone number, texts and calls are billed to the card in your CRM. Most agents pay about $40–$70/month, depending on volume.

Question 15

Do you have a referral program?

Accepted Answer

Yes. Refer an agent who signs up with us, and we'll pay you $100 for every month they stay a client.

Question 16

How much should I spend on ads?

Accepted Answer

- Minimum: $20/day per campaign.
- Recommended: $50+/day per campaign.

You can run below $50/day, but performance and Meta's learning will be noticeably slower. We'll recommend a starting budget for your states and lead types, and then you scale once your cost per policy is proven.

Question 17

Where does my ad spend go?

Accepted Answer

Straight to Meta. We never mark up your ad spend, and we never charge you per lead.

Question 18

Whose ad account do the ads run in?

Accepted Answer

Whichever one will perform best and get your campaign out of the learning phase fastest. Sometimes that's your own ad account, and sometimes it's ours. Either way, your leads are exclusive to you. We'll tell you which setup we're using for your account during onboarding.

Question 19

What page do the ads run from?

Accepted Answer

Our established lead-type pages, such as Home Protection Services (mortgage protection), Veterans Life Legacy (veterans) and Driver Protection Co (truckers). These pages have the data and history with Meta, and they've been proven to deliver the best results. Every lead they generate for your campaign goes only to you.

Question 20

Who creates the ads?

Accepted Answer

We do. We write the copy and make the creative from a library of hundreds of tested ads, and every new account gets a fresh test ad alongside our proven winners.

Question 21

Can I see my ads?

Accepted Answer

Yes. You can see them anytime in your client portal.

Question 22

Can I suggest my own ad ideas?

Accepted Answer

Yes, send them over. Every ad still has to meet Meta's rules for financial services ads, and what keeps running is decided by your cost per policy.

Question 23

Are my leads exclusive?

Accepted Answer

100%. Every lead is generated in real time for you alone. We never share leads, resell them, or send them to anyone else.

Question 24

What lead types can you run?

Accepted Answer

All of them, including mortgage protection, veterans, final expense, IUL and trucker IUL. Agent recruiting is available for team leaders with 3+ agents.

Question 25

How many leads will I get?

Accepted Answer

It depends on your budget, your states and the season, so we can't promise a number. What we do promise is that we optimize for cost per policy, not just cheap leads.

Question 26

Can you guarantee results?

Accepted Answer

No. No honest agency can guarantee sales. The results we share are real numbers from our agents, but they aren't typical or guaranteed.

Question 27

What about bad leads?

Accepted Answer

We don't believe in "bad leads." Every lead is OTP-verified, so they confirmed their own phone number, and they're real-time and exclusive to you. A person you can contact is a deal you can make. Since you're running your own campaigns rather than buying leads, there are no lead credits or replacements. If we spot a quality pattern, we fix it at the ad or form level.

Question 28

Do you qualify leads?

Accepted Answer

Yes. Your lead form asks qualifying questions (health history, tobacco use, budget), and your AI follow-up qualifies leads further before booking them. You still receive every lead.

Question 29

Do I need to be licensed in the states you target?

Accepted Answer

Yes. We only target states you're licensed in, and keeping your licenses current is your responsibility.

Question 30

What CRM do you use?

Accepted Answer

A full CRM built on GoHighLevel and branded Agent Made. Your pipeline, calendar, conversations and automations come already set up.

Question 31

What does the AI do?

Accepted Answer

It works every lead for you:
- AI texting contacts every new lead within seconds, has a real conversation, qualifies them, and books them onto your calendar.
- An AI calling assistant calls leads on your behalf.
- Show-up reminders cut down on no-shows.
- Dead-lead revival brings old leads back to life.

Question 32

Can I jump into a conversation?

Accepted Answer

Yes, anytime. You can reply from the Conversations tab in your CRM or from the mobile app.

Question 33

Is there a mobile app?

Accepted Answer

Yes. Download the LeadConnector app and log in with your CRM email to get your texts, leads and appointments on your phone.

Question 34

How do appointments get on my calendar?

Accepted Answer

Connect your Google Calendar during onboarding, and every AI booking will show up there automatically.

Question 35

I have a general CRM question. Where do I look?

Accepted Answer

For "how do I…" questions, click Ask AI inside the CRM or check the help center. Those cover almost everything. For anything about your account, ask our support assistant.

Question 36

How do I see my results?

Accepted Answer

Your client portal shows your spend, leads, appointments, policies sold, and cost per policy. You'll also get a weekly report by text.

Question 37

How do you track cost per policy?

Accepted Answer

Every lead is tagged by campaign, ad, state and offer, then tracked through booked, showed and sold. For accurate numbers, move your leads through the pipeline in your CRM, especially to Sold.

Question 38

Who manages my account?

Accepted Answer

Your account is monitored daily by both our AI and our human team, who oversee the AI agents. We cut losing ads, scale winning ones, and make every decision based on your cost per policy.

Question 39

Can I change my lead type or states?

Accepted Answer

Yes, once per month, with 14 days' notice.

Question 40

Can I change my budget?

Accepted Answer

Yes, anytime.

Question 41

Can I add another campaign?

Accepted Answer

Yes. It's $249/month per campaign ($495/month for recruiting), and we build it on your existing CRM.

Question 42

Can I pause my ads?

Accepted Answer

Yes, for up to 30 days. Your monthly fee still applies while you're paused.

Question 43

What happens if I cancel?

Accepted Answer

If your ads ran in your own ad account, you keep it. If you want to keep your CRM, you can stay on it for a monthly fee. Otherwise, you lose access to the system, including the CRM, automations, AI and portal.

Question 44

How do I get help?

Accepted Answer

Text our support line or use the chat on this page. Our AI assistant answers most questions instantly. If it can't, it'll book you a 15-minute Zoom with your account manager.

Question 45

What are your support hours?

Accepted Answer

- AI assistant: 24/7.
- Our team: Monday–Friday, 9am–5pm Mountain Time. We reply within one business day.

Question 46

Who is my account manager?

Accepted Answer

Matt. He's your main point of contact for anything the assistant can't answer.

Everything you
need to know

Getting Started

Pricing & Billing

Ad Spend & Ads

Leads

CRM, Phone & AI Follow-Up

Results & Reporting

Changes & Your Account

Support

Still have questions?

Everything you need to know