Questions agents ask before joining
Short answers. If yours is not here, open a support ticket and a person replies within one business day.
Billing
When am I billed for a call?
When a connected call reaches 55 seconds. Under that costs nothing.
What is a buffer?
The connected time a call must reach before it is billable. Ours is 55 seconds.
What is the minimum top-up?
5 calls, $300, every time. There is no smaller top-up.
Is there a monthly fee?
Yes. The seat is $97 a month per agent, first 30 days free, cancel any time. It pays for the softphone, the portal, the recordings and support. Calls are paid separately from your wallet.
What happens if I stop paying the seat?
Routing turns off. Your credits stay in the wallet until you come back or ask for a refund.
Do credits expire?
Not while your account is active.
Can I get a refund?
Unused credits are refunded if you leave. Billed calls are reviewed through the dispute process, not refunded on request.
How do disputes work?
File from the call row within 48 hours with a reason. A person listens to the recording and replies in writing within one business day. Approved credits go back to the wallet.
The calls
What about wrong numbers?
Under the buffer, never billed. Past it, open a dispute from the call row within 48 hours.
What rings when a call comes in?
A softphone in your browser, inside the portal. Chrome and a headset. Your cell phone never rings.
Do I need a dialer or a CRM?
No. Calls ring in the softphone and the portal keeps the log.
What hours do calls come?
9am to 8pm ET, Monday to Friday.
Are calls exclusive?
One agent per call. Never shared, never resold.
What if I miss a call?
After a few rings it goes to the next online agent in that state. You are not billed.
Can I hear the recordings?
Yes, every one, from the call row.
Do you have Spanish calls?
Not at launch.
Your account
How fast is approval?
Within one business day. A person reads every application.
How fast is the first call?
Most agents take a call the day they are approved, once training is passed and the wallet is funded.
Which states?
Any state you hold a life license in. You choose which ones are on.
Can I pause?
Yes. One switch. Offline means the softphone cannot ring.
Can I set a daily cap?
Yes, from settings, once you are live.
Can an agency sign up?
Yes. $147 a month for the owner dashboard, plus $97 per agent. See the agencies page.
How do I cancel?
Open a ticket. Unused credits are refunded within five business days.
The rules
Is this TCPA compliant?
The consumer places the call. Nobody is cold-called. See the compliance page.
Still have a question?
Open a ticket. A person reads it and replies within one business day.