Lead Management
Made Simple

Running an insurance agency is hard enough. Working with multiple lead vendors on different platforms makes running your agency even harder. There is a better way.

Welcome to Charcoal: A one-stop lead management system that allows you to order from multiple lead vendors and manage your lead program within one system.

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Charcoal

Leads delivered how, when, and where you prefer from multiple lead vendors in one platform.

Lead Types
Place an order for any lead type (Preferred Auto, Home, Rent, Life, High Risk Auto, etc.) within the same order or place an order for each lead type separately.
Geographies
Agents can order by state, city, zip code or radius around a given zip code.
Scheduling
Set the schedule that works best for you and those in your office. Leads are received on a real-time basis and only delivered to you when they fit within your schedule.
Pause/Resume Lead Orders in Real-time
Something come up in your office and you can’t take leads? Simply pause your orders and this will stop leads from being delivered to you. When you’re ready, simply resume your lead order and the real-time lead delivery will begin again.
Distribution
Do you have others in your office that manage your leads? Simply add them to the distribution of your order and they will receive lead notifications and have access to other aspects of your account.
Order Caps

Simplify your lead management

Reporting

View how many leads received by day, by week, by vendor and by lead type.

In addition, agents can track the leads that have been contacted by their sales staff.

Reporting

Lead Scrubbing

Charcoal scrubs leads based on the carrier each agent represents.

For example, if an agent representing State Farm receives a lead, no other agents representing State Farm will receive that same lead within a 90 day period.

Lead Scrubbing

Manage lead spending and pay as you go.

Agents are able to set lead caps for the number of leads they would like to receive on a monthly, weekly, daily and hourly basis. Once the lead cap is achieved, the order will be paused until the next time frame.
Calendar
Weekdays
Week
Clock
Pay as you go
There is no monthly fee. There’s no subscription. Simply deposit the amount you would like and as leads are delivered, the cost of the lead is deducted from the amount you have charged. Once the account gets low, an email will be sent reminding you to add funds to your account. It is recommended that an agent purchase at least 50 leads a month.
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