Agents recover an average of 10–15 booked appointments from lists they'd already given up on.
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Find every appointment hiding in your list.
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Features
Free
$29/mo
Lead recovery score
✓
✓
Commission estimate
✓
✓
Full file findings
—
✓
Priority segments
—
✓
AI SMS sequences
—
✓
Objection handler scripts
—
✓
Best time to call
—
✓
Score certificate
—
✓
Weekly score digest
—
✓
Competitor overlap check
—
✓
List age re-score alerts
—
✓
DNC scrubbing
—
500 records/mo
7 days free · No contracts · Cancel anytime
🏠
Ready to skip the work? Calendar Ready Closers™
We book the appointments. You just show up and close.
7 days free · No contracts · Cancel anytime
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Available with Plus plan only
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✓ 1 list scored
✓ Score + commission
— Full breakdown
— AI sequences
Most Popular
DIY
Unlimited scoring + AI tools
$29
/month
✓ Unlimited rescores
✓ AI SMS sequences
✓ Objection handlers
✓ Score certificate
✓ Best time to call
✓ 1,000 DNC scrubs/mo
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Let's find your hidden appointments.
Upload your lead list — CSV or Excel, any format. ⚡ Plus: drop multiple lists to score them together.
📁
Drop your list here
CSV or Excel · Multiple files · or click to browse
Your data is processed securely — never sold, never shared.
📊
leads.csv
Reading…
🛡️
DNC Scrub — $50/mo value · included free
Check against National Do Not Call registry
Upload→Survey→Results
Question 1 of 520%
01 / 05 · Most critical
How was this data collected?
This determines TCPA compliance and which outreach channels are available to us.
Facebook or online ad form
Confirmed opt-in — they filled a form
SMS ✓
Direct mail response
They responded to a mailer — full consent
SMS ✓
Other confirmed opt-in
Website form, referral, event signup
SMS ✓
Cold data — homeowner or purchased list
No prior opt-in from prospect
TCPA risk
Unknown — not sure how it was collected
TCPA risk
02 / 05 · Biggest impact on your score
How many times have you contacted these leads?
Be honest — the formula heavily weights this answer. Overstating contact attempts inflates your score and leads to underdelivery on DFY. Check your dialer if you're not sure.
Never — completely untouched
Maximum recovery potential
1–3 times
Light contact — good opportunity remains
4–6 times
Moderately worked — reduced potential
7–10 times
Heavily contacted — significantly limited
More than 10 times
Near-exhausted — expect minimal recovery
03 / 05
When did you last attempt contact?
The older the last contact, the more the list has been worked — this reduces recovery potential.
Never contacted them
Maximum recovery potential
Within the last 30 days
Still being actively worked
1–2 months ago
2–4 months ago
5–12 months ago
List is aging — reduced recovery
Over a year ago
Significantly aged — limited recovery
04 / 05
What channel did you use?
Untried channels represent remaining opportunity in your list.
Haven't contacted them yet
Phone calls only
SMS and email still untried
SMS / text only
Call path still open
Both calls and SMS
All channels — calls, SMS, email
Fully worked list
05 / 05
Was this data exclusive or shared?
Shared lists may be in multiple agents' dialers simultaneously — this matters significantly.
Exclusive — only I have this data
No competition for these contacts
Shared — purchased from a vendor
Other agents may have the same list
Not sure
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Save Insure Leads AI to your contacts
Tap → file downloads → open it → contact saves automatically
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Preview of what you'll receive
IL
Insure Leads AI
Business · Saved contact
Today · Just now
Hey Sarah — your score is ready. 10–11 booked appointments. View your full breakdown → app.insureleads.io/r/x9k
How do I get started?
Tap the link — unlock your full breakdown and start your 7-day free trial 🏠
Parsing lead data and column structure
Running recovery formula
Generating priority segments and SMS sequences
Preparing your text message
Your lead recovery score
10–11
estimated recoverable appointments from your list
💰 $3,150–$3,465 in estimated commissions
Scored by our proprietary MP recovery formula
Start here today
200
Leads
74/100
Data quality
148
Contactable
What we found in your file
✓ Phone · 100%
Primary path
✓ Email present
Multi-channel
⚠ No spouse
Single contact
✓ Date · 2mo old
Age calculated
🔒
Unlock your full breakdown
See exactly who to call first, what to say, and which leads to prioritize.
Your 3 recovery actions:
① Start with opted-in contacts aged 1–3 months
② Send SMS Tuesday–Thursday 4–6pm
③ Open with mortgage protection follow-up script
🎯 Your top 10 contacts to call first:
John M. · Sarah K. · Robert T. · Lisa P. · David W. ···
7 days free · Then $29/mo · Cancel anytime
200
Leads
74/100
Data quality
148
Contactable
What we found in your file
List InsightAnalyzing your list…
Priority contact segments
01
High-equity homeowners, 1–3 months old
Conversational SMS first — highest response rate
42%
02
Never-contacted with verified mobile
Untouched leads — maximum potential
31%
03
Non-responders with email on file
Re-engage via email before calling
18%
SMS sequence — Segment 01
IL
Insure Leads AI
Conversational · Not a blast
Live preview
Message 1 of 3
What's that exactly?
Sure, that works
✓ You're on the calendar. Reminder coming tomorrow.
💬
"Agents who act within 48 hours of scoring recover 2.3× more appointments than those who wait. Your list's window is open right now."
🗓 What happens in the next 7 days
1
Today — We review your list
Our team reviews your scored list and builds a custom SMS sequence for your specific lead profile.
2
Days 2–3 — First wave goes out
Conversational SMS outreach begins. We contact your priority segment first — the highest recovery potential contacts.
3
Days 4–5 — Conversations start
Prospects respond. We handle all objections and qualify each one before booking.
4
Days 6–7 — Appointments land
Confirmed booked appointments drop into your GHL calendar. You show up, review the mortgage, and close.
🛡️ DNC Scrub
Checking credits...
Objection handler scripts
Best contact windows for this list
Based on your list's location, lead age profile, and demographic signals
BestGoodAvoid
Score certificate
Share your recovery score with your upline, agency, or on social media.
Know another agent sitting on a dead list?
Share your score — if they subscribe, you get 1 month free ($29 value).
"Just found out I have 10–14 booked appointments hiding in a list I gave up on. This tool is wild → app.insureleads.io"
🎉 You're in. We're working your list right now.
🏠
Your list has appointments we could book for you.
Upgrade to DFY — we handle all outreach, you just show up and close.
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Welcome back, there.
Insure Leads AI · $29/mo · Trial active
Free trial active
Charged on May 6, 2026 Text STOP to your Insure Leads AI number or email support@insureleads.io to cancel 📋 We'll text you on day 25 to remind you to score your next list
7
—
Recovery score
Upload a list to score
209+
Lists scored
Your history
📁
Upload your first list to get started.
Your recovery score, priority segments, and AI SMS sequences will appear here after your first upload.
Your latest score
—
booked appointments recoverable
💡 Use the AI SMS sequences in your results to start working this list — or upgrade to DFY and we'll work it for you.
💰 Commission tracker
$0
Est. commission recovered
0×
Return on $29/mo
Log a close from your scored list:
Default is $900 avg premium if left blank. For reference only — not financial advice.
📅 This month's list pulse
0
Your lists this mo.
0
Appts found
0
Closes logged
You'll receive a monthly summary email on the 1st with this data. Keep scoring to build your history.
Score History
Account
📊
No scores yet.
Your list comparison will appear here after your first upload.
List comparison — ranked by score
Lead aging alerts
We'll text you when your lists cross key age thresholds — 6 months and 12 months. Aged lists get a recency bonus in the formula. Re-upload to get your updated score.
Your plan
Insure Leads AI · $29/mo
Trial ends May 6, 2026
Active
⏰ You'll be charged on May 6, 2026. Text STOP to your Insure Leads AI number to cancel before then — no charge, no questions.
Your account
—
—
—
Connect your calendar
Required for DFY — we drop booked appointments directly into your calendar.
Team seats
Invite one other agent to share your account and dashboard.
📦 List Vault
Your uploaded lists are stored here. Re-score any list in one click — no re-upload needed.
No lists stored yet. Upload your first list to save it.
🔔 Re-contact alerts
We'll text you when any stored list hits a new age threshold that opens a re-contact window.
Alert me at 2 months · 5 months · 12 months
📊 Weekly score digest
Every Monday morning we'll text you a summary of your stored lists — scores, ages, and which ones to work first this week.
"📊 Good morning [Name] — your March list has 8–12 appts still recoverable. Your January list aged 6mo this week — rescore it now → [link]"
Shortfall policy — DFY only
This applies to Done For You clients only. If we deliver fewer booked appointments than the minimum of your score range, we roll the difference to next month at no extra cost. Example: your list scores 12–16 and we book 9 — we owe you 3 more next month, included in your plan.
Mortgage Protection · Lead Recovery
Most dead lists aren't dead. They're just unworked.
We watched agents throw away lists with real appointments still in them. So we built a formula that finds exactly how many are left — and either hands you the roadmap to work them, or books every appointment for you.
209+
Agents scored
10-15
Avg recovered
5 min
To your score
The story
Agents call 200 leads, get 3 answers, and move on. The other 197 weren't gone — they were called with the wrong message, or dialed but never texted, or the right people got worked last instead of first.
We built a formula that reads your list, asks 5 questions about how it's been worked, and tells you exactly how many booked appointments are still recoverable — and who to call first, what to say, which channel to use.
"Not a guess. Not generic AI. 15 variables built specifically for MP."
It took months because MP leads are different. The age matters differently. Consent changes what's possible. Times dialed tells a different story than times answered. We built this for mortgage protection — and only this.
What makes us different
🎯
We're honest about the score
If your list doesn't qualify, we tell you — and show you exactly why. We don't take DFY clients below a score of 10 because we can't guarantee the return. We'd rather lose the sale than waste your money.
🏠
Built only for mortgage protection
Not general insurance. Not real estate leads. MP-specific conversion rates, SMS reply patterns, and homeowner data signals that only matter in this niche.
⚡
Two ways to work it — your choice
DIY gives you the roadmap and the tools. Done For You means we handle everything and confirmed appointments land in your GHL calendar. You show up and close.
🔒
Built by the team behind insureleads.io
Thousands of MP agents nationwide. We know what separates a list worth working from one that isn't. That knowledge is what the formula is built on.
Free — no card required
See what's left in your list.
Upload your MP lead list. Answer 5 questions. Get your recovery score in 5 minutes — free.
No credit card · No commitment · Results in 5 minutes
Done For You — Calendar Ready Closers™
We work your list. You show up and close.
Score your list first. If you qualify (score of 10+), we run full SMS outreach, handle every objection, and drop confirmed booked appointments into your GHL calendar every month.
$797
Starter
$997
Growth ⭐
$1,997
Pro
$3,297
Elite+CRM
Score your list first · Min. score of 10 required · First charge today
How it works.
Five steps. Five minutes. A score that tells you exactly what's left in your list.
📁 Step 1 — Upload your list
Drop in any CSV or Excel file. Multiple files at once. Any column format — we auto-detect phone, email, spouse, loan data, dates, and more.
✍️ Step 2 — Answer 5 questions
Consent status, times contacted, last contact date, channel used, exclusivity. These 5 answers — combined with your file data — power our recovery formula.
📱 Step 3 — Get your score via text
We run our 15-variable formula and text you a precise recovery score within 5 minutes. The score is a range — like "10–11 booked appointments" — reflecting exactly how many are still recoverable.
🔓 Step 4 — Unlock your full breakdown
The free score shows you the number. The $29/mo plan unlocks everything: who to call first, what to say, which channel to use, and your full data quality report.
🏠 Step 5 — Close
Work the list yourself with our AI SMS sequences — or upgrade to Done For You and let us book every appointment directly into your GHL calendar. You show up and close.
We're here.
Still need help? Text us directly and a real person responds.
How does the recovery score work?
We run a 15-variable formula against your file and survey answers. Variables include TCPA compliance, reply rates by consent and lead age, times contacted, recency, channel used, exclusivity, data quality, homeowner age, loan type, loan balance, spouse presence, geography, and best-time signals. The result is a precise range of booked appointments still recoverable — like "10–11."
What's the difference between DIY and DFY?
DIY ($29/mo) gives you the full breakdown — who to call, what to say, priority order, AI SMS sequences — and you work the list yourself. DFY (from $797/mo) means we handle everything. Our AI runs conversational outreach, qualifies prospects, and drops confirmed booked appointments directly into your GHL calendar. You just show up and close.
What if my score is below 10?
We'll tell you honestly and show you exactly how to improve your score — whether that's adding more leads, uploading an opted-in list, or getting fresh leads from insureleads.io. We don't take DFY clients below a score of 10 because we can't guarantee a strong return on your investment at that level.
How do I cancel my trial?
Text STOP to your Insure Leads AI business number before your charge date. No questions asked, no charge, immediate cancellation. We'll remind you on day 5 of your trial so you never get caught off guard.
What is the shortfall guarantee?
For DFY clients: if we deliver fewer booked appointments than the minimum of your score range, we roll the difference to next month at no extra cost. If your score says 10–11 and we only book 8, we owe you 2 more next month.
What data do you need from my list?
Any CSV or Excel file works. We auto-detect columns — phone numbers, email, name, loan data, sale dates, spouse/beneficiary info, and more. The more data your file has, the more accurate your score. A file with just names and phone numbers still scores — it just scores more conservatively.
Still need help? Email us: support@insureleads.io
Privacy Policy.
Last updated: May 7, 2026
What we collect
We collect your name, email address, and mobile phone number at signup. We collect the lead list data you upload — this data is processed in your browser and on our servers solely for the purpose of generating your recovery score. We do not sell or share your lead data with any third parties.
Done For You onboarding data
For Done For You (DFY) clients, we additionally collect your agency name, National Producer Number (NPN), licensed states, GHL calendar booking link, lead source declaration, consent method, and the electronic signature provided during onboarding. This information is collected for service delivery, TCPA compliance documentation, and legal record-keeping. Electronic signatures are valid under the ESIGN Act (15 U.S.C. § 7001) and UETA. Onboarding records are retained for a minimum of 5 years in accordance with our service agreement.
How we use your information
Your contact information is used to deliver your recovery score via text message, send trial reminders, and communicate about your account. Your lead file data is used exclusively to compute your recovery score and is not retained beyond what is necessary for that purpose.
SMS communications
By signing up you consent to receive one text message with your recovery score results. If you subscribe, you consent to receive trial reminders (day 5) and account notifications. Reply STOP at any time to opt out. Standard message and data rates may apply.
Data security
We use industry-standard encryption and security practices to protect your data. Lead file data is processed securely and not stored permanently after your score is generated.
Contact
Questions about this policy? Email us at support@insureleads.io
Terms of Service.
Last updated: May 7, 2026
Service description
Insure Leads AI provides a lead recovery scoring tool for mortgage protection insurance agents. We analyze uploaded lead data to estimate recoverable booked appointments and provide AI-generated outreach sequences.
Free tier
Free accounts receive one lead recovery score including the appointment range and commission estimate. All other features require a paid subscription.
Paid subscription
The $29/month DIY plan includes unlimited rescores, full file analysis, priority segments, AI SMS sequences, and dashboard access. Plans are billed monthly. A 7-day free trial is available for new subscribers. We will remind you on day 5 of your trial. You may cancel at any time by texting STOP to your Insure Leads AI number.
Electronic signatures
DFY clients are required to complete an electronic onboarding agreement before service begins. Electronic signatures provided during onboarding are legally binding under the ESIGN Act (15 U.S.C. § 7001) and UETA. Your typed name, timestamp, and Document ID constitute a valid legal signature. Signed agreements are retained for a minimum of 5 years.
Done For You (DFY)
DFY plans require a minimum recovery score of 10 and opted-in lead data. We cannot run SMS outreach on cold or unknown consent data without TCPA violation risk — DFY is therefore restricted to opted-in lists only.
A "booked appointment" is defined as a prospect who confirmed a date and time via an Insure Leads AI SMS conversation and received a calendar invite through our system. Appointments sourced from other channels, vendors, or outreach methods do not count toward our delivery guarantee.
We guarantee delivery of booked appointments equal to the lower number of your estimated score range. Shortfalls roll to the following month at no extra cost. DFY plans do not guarantee show rates or close rates — we deliver booked appointments only.
Score is based on agent-provided survey data. Insure Leads AI is not responsible for delivery shortfalls caused by inaccurate survey responses, including understated contact attempt counts or incorrect consent status.
By enrolling in DFY, you confirm that your lead data was collected with express written consent for SMS contact, and that you accept sole responsibility for TCPA compliance of your data.
TCPA compliance
You are responsible for ensuring your lead data complies with TCPA regulations. We flag cold/unknown consent data and restrict SMS outreach for those contacts. DFY service is not available for cold data. You agree not to use our service in violation of applicable laws.
Contact
Questions? Email support@insureleads.io
Do Not Share My Personal Information.
Under applicable privacy laws, you have the right to opt out of the sale or sharing of your personal information. Insure Leads AI does not sell your personal information to third parties.
To request that we do not share your information for cross-context behavioral advertising purposes, email us at support@insureleads.io with the subject line "Do Not Share Request" and include your name and email address.
We will process your request within 15 business days.
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Insure Leads AI · $29/mo
7 days free · No charge today
$29/mo
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Join Calendar Ready Closers™
We work your list. You show up and close.
Choose your plan
Starter YOUR SCORE
10–12 booked appts/mo
+ $29 Plus plan required
$797/mo
$826/mo total
⭐ MOST POPULAR
Growth YOUR SCORE
13–20 booked appts/mo
✓ Plus plan included
$997/mo
Pro YOUR SCORE
21–30 booked appts/mo
✓ Plus plan included
$1,997/mo
Elite YOUR SCORE
31–50+ booked appts/mo
✓ Plus plan included
✓ CRM integration included
$3,297/mo
Billed today · Cancel anytime
Score ≥10 required · First charge today
We'll collect your calendar link after payment
Secured by Stripe · No contracts · Cancel anytime
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Available with Plus Plan Only
We book the appointments. You just show up and close.
Upload your list, score it in 5 minutes, and our team handles every text, every follow-up, every objection — until a booked appointment lands on your calendar.
209+
Agents
10–15
Avg Appts Recovered
5 min
To Your Score
How It Works
Three steps. Zero work on your end.
1
Upload your lead list & score it
Drop in your MP leads and answer 5 quick questions. We score it in 5 minutes and tell you exactly how many appointments are recoverable.
2
We work your list
Our team handles every text, every follow-up, every objection. We use your score data to reach the right people at the right time with the right message.
3
Appointments drop into your calendar
Confirmed, qualified, booked appointments land directly in your GHL calendar. You show up and close. That's it.
Pricing
Choose your plan
Score your list first — we'll recommend the right tier automatically.
Starter
10–12 booked appointments/mo
+ $29 Plus plan required
$797/mo
$826/mo total
⭐ MOST POPULAR
Growth
13–20 booked appointments/mo
✓ Plus plan included
$997/mo
Pro
21–30 booked appointments/mo
✓ Plus plan included
$1,997/mo
Elite
31–50+ booked appointments/mo
✓ Plus plan included
✓ CRM integration included
⭐ Full stack
$3,297/mo
🛡 Our Delivery Guarantee
If we book fewer appointments than your score minimum, we roll the shortfall to next month at no extra cost. We only win when you win.
Common questions
Do I need a Plus plan first?
Growth, Pro, and Elite include Plus automatically. If you choose Starter, you'll need to add the $29/mo Plus plan separately. Either way, you need to score your list first — a score of 10+ is required to qualify.
What if my list runs out of leads?
We've got you covered. If your list runs dry before we hit your appointment target, we source fresh opted-in MP leads to keep the calendar filling. No interruptions, no excuses.
What CRM do you book into?
We book directly into your GHL (GoHighLevel) calendar. After payment, we'll collect your calendar link and handle the rest.
Can I cancel anytime?
Yes — no contracts, no cancellation fees. Cancel anytime by text or email. We'll stop billing at the end of your current month.
Your next 10 booked appointments are waiting.
Score your list in 5 minutes, then let us fill your calendar.
Score ≥10 required · Plus plan included on Growth and above · Cancel anytime
Score your first list free
Enter your phone — we'll text you your results.
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No credit card required · Free to score
You're in! 🎉
Choose your partnership plan
White label · Revenue share · 24hr setup
Agency Starter
Up to 25 agents · 10% DFY rev share
$497/mo
MOST POPULAR
IMO Growth
Up to 100 agents · 20% DFY rev share
$1,497/mo
IMO Pro
Unlimited agents · 30% DFY rev share
$3,497/mo
Enterprise / Custom
Full custom build-out · Negotiated pricing
Let's talk
💰 Growth: 20 agents on DFY = ~$4,000/mo back to your IMO after platform fee.
Partnership call within 24 hours
No obligation · We respond within 4 hours
IMO · FMO · Agency White Label
Your agents. Your brand. Their appointments.
Give your entire downline a complete lead recovery and appointment booking platform — fully white labeled under your brand. Out of the box. Ready in 24 hours.
Everything in Starter · Custom subdomain · Co-branded marketing PDF · Priority support 20% DFY revenue share
💰 20 agents on DFY = ~$4,000/mo back to your IMO
IMO Pro
Unlimited agents
$3,497
/mo
Everything in Growth · Full custom domain · API access · Dedicated account manager 30% DFY revenue share
💰 50 agents on DFY = ~$14,955/mo — highest margin
Enterprise
Full custom build-out
Let's talk
Custom features · Negotiated revenue share · White glove onboarding
Ready to give your downline an unfair advantage?
Book a 15-minute call. We'll have you live under your brand within 24 hours of signing.
No obligation · We respond within 4 hours · Setup in 24hrs
Insure Leads AI
Secure document
Doc ID: —
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AgreementDataSetupDone
Service Agreement
Done For You — Calendar Ready Closers™
Insure Leads AI — Done For You Service Agreement
1. Services. Insure Leads AI ("Company") will perform SMS and telephone outreach on Client's behalf using lead data provided by Client ("Lead Data"), making commercially reasonable efforts to schedule qualified appointments into Client's designated GHL calendar.
2. TCPA warranty. Client warrants all Lead Data contacts have provided express written consent under TCPA 47 U.S.C. § 227 and FCC 47 C.F.R. § 64.1200 to receive autodialed calls and texts about insurance products. Client warrants the list has been scrubbed against the National DNC Registry within the past 31 days and contains no contacts who have revoked consent.
3. Lead source declaration. Client must accurately disclose the source of Lead Data and the method by which consent was obtained. Misrepresentation constitutes a material breach and grounds for immediate termination with full indemnification liability.
4. Record retention. Client must retain documented proof of consent per contact for a minimum of five (5) years, including consent method, timestamp, and IP address where applicable, and will provide records upon request.
5. Indemnification. Client agrees to indemnify, defend, and hold harmless Insure Leads AI, its officers, employees, and agents from any TCPA class actions, FCC enforcement actions, regulatory fines, or third-party claims arising from Client's Lead Data or breach of these representations.
6. No appointment guarantee. Company does not guarantee a minimum number of appointments. Results depend on Lead Data quality, list size, and market conditions. Score estimates are projections only.
7. Lead data use. Company will use Lead Data solely to perform contracted services. Lead Data will not be sold or shared with third parties. Client retains ownership of all Lead Data.
8. Cancellation. Either party may cancel with 30 days written notice. No refunds for the current billing period. Active booked appointments will be honored through month end.
9. Governing law. This agreement is governed by the laws of the State of Texas. Any disputes shall be resolved through binding arbitration under AAA Commercial Rules in Dallas, Texas.
Your signature
Electronically signed
Valid e-signature under ESIGN Act (15 U.S.C. § 7001). Timestamp and intent recorded.
Please check all three boxes and type your full legal name.
Your agreement is recorded with a timestamp. This protects both parties.
Lead data declaration
Required for compliance — part of your signed record
Why this matters: The source and consent method of your leads determines outreach legality. This declaration becomes part of your signed agreement. Misrepresentation triggers full indemnification liability.
Please select a lead source, consent method, and check the declaration.
Account setup
A few details to get your calendar ready
Find yours at nipr.com — verifies your insurance license
GHL → Calendars → copy your booking link. Appointments drop here.
Please complete all required fields and check both boxes.
You're all set
Agreement signed and on file. We'll be in touch within 24 hours to confirm your first outreach run.
Agreement receipt
Document ID
Signed by
Name
Agency
Timestamp
NPN
Lead source
Calendar
What happens next
① Upload your lead list to the dashboard
② We review and begin outreach within 24 hours
③ Confirmed appointments drop into your GHL calendar
④ You show up and close
256-bit encrypted · ESIGN Act compliant · Records retained 5 years
Insure Leads AI — Partner Onboarding
Secure document
Contract ID: —
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AgreementOrganizationSetupDone
White Label Partnership Agreement
Please read carefully — this is a binding commercial contract
Insure Leads AI — White Label Partnership Agreement
1. White Label License. Insure Leads AI ("Company") grants Partner a non-exclusive, non-transferable license to offer the Company's lead scoring and appointment booking platform under Partner's brand ("White Label Platform") to Partner's downline agents. Partner may optionally co-brand with the Insure Leads AI name at their discretion. All platform intellectual property remains exclusively owned by Company.
2. Revenue Share. Company will pay Partner a monthly revenue share on all active Done For You (DFY) subscriptions originated through Partner's White Label Platform, at the rate applicable to Partner's tier: Agency Starter — 10%, IMO Growth — 20%, IMO Pro — 30%. Revenue share is calculated on net collected subscription revenue and paid automatically via ACH on the 15th of each month for the prior month's activity. Minimum payout threshold: $100. Amounts below threshold roll to the following month.
3. Minimum Commitment. This agreement carries a minimum term of three (3) consecutive months from the first billing date. Partner may cancel after the minimum term with 30 days written notice to support@insureleads.io. Early cancellation within the minimum term will result in a fee equal to the remaining months' subscription cost. Billing is monthly — no annual prepayment required.
4. Platform Obligations. Company will maintain platform uptime of 99.5% monthly (excluding scheduled maintenance), provide Partner with a dedicated onboarding representative, deliver white label configuration (subdomain, branding) within 24 hours of completed onboarding, and provide priority support response within 4 business hours.
5. Partner Obligations. Partner agrees to: (a) provide accurate agent count and organizational information; (b) comply with all applicable insurance regulations in states of operation; (c) not reverse-engineer, resell, or sublicense the platform outside of their licensed downline; (d) maintain the confidentiality of platform pricing and mechanics; (e) notify Company within 5 business days of material changes to agent count exceeding tier limits.
6. Data Ownership. All agent data, lead data, and subscriber data originating from Partner's organization remains the sole property of Partner. Company will not sell, share, or use Partner's data for any purpose other than providing contracted services. Data will be deleted within 30 days of contract termination upon written request.
7. Confidentiality. Both parties agree to maintain strict confidentiality of the other party's proprietary information, including platform technology, pricing structures, revenue share rates, and business strategies. This obligation survives termination for a period of two (2) years.
8. No Guarantee. Company does not guarantee a minimum number of agent signups, DFY conversions, or revenue share amounts. Results depend on Partner's agent engagement, market conditions, and lead quality provided by Partner's agents.
9. Termination for Cause. Either party may terminate immediately upon written notice if the other party: materially breaches this agreement and fails to cure within 10 business days of notice; becomes insolvent; or engages in fraudulent or unlawful conduct.
10. Governing Law. This agreement is governed by the laws of the State of Texas. Any disputes shall be resolved by binding arbitration under AAA Commercial Rules in Dallas, Texas. The prevailing party shall be entitled to recover reasonable attorneys' fees.
Your signature
Electronically signed
Valid e-signature under ESIGN Act (15 U.S.C. § 7001). Timestamp and organizational authority recorded.
Please check all four boxes, enter your title, and sign your full legal name.
This agreement is legally binding. Signed copy will be emailed to you within 24 hours.
Organization details
Required for revenue share payments and platform configuration
Required for revenue share ACH payments. Stored securely — never shared.
Used to confirm your tier. You can upgrade anytime as your downline grows.
Please complete all required fields and check the declaration.
Platform setup
Your white label configuration details
Your onboarding rep will use this email to coordinate setup.
Leave blank and we will suggest one. You will need to add a CNAME record to your domain.
Next step after onboarding: Our team will send you a secure link to upload your logo and provide your brand hex colors. Platform goes live within 24 hours of receipt.
Please complete your contact details and check the consent box.
Partnership confirmed
Agreement signed and on file. Your dedicated onboarding rep will contact you within 4 hours to coordinate platform setup.
Partnership agreement receipt
Contract ID
Signed by
Title
Organization
Type
EIN
Agents
Plan
Contact
Email
Subdomain
Signed at
What happens next
① Your onboarding rep contacts you within 4 hours
② You provide your logo and brand colors via secure link
③ We configure your white label platform within 24 hours
④ Your agents start using the platform under your brand
⑤ Revenue share tracked automatically — paid on the 15th
Important — save this information
Your contract ID is . A signed copy of this agreement will be emailed to you within 24 hours. For any questions email support@insureleads.io with your contract ID in the subject line.