How Lead2You Works
From creating your account to closing your first deal — here's the full picture.
Create your account
Sign up with your name, email, and password. No credit card is required to register. Once your account is confirmed, you'll land in your personal dashboard.
Fund your wallet & browse leads
Add funds to your Lead2You wallet using a credit or debit card. Then visit the Lead Marketplace, filter by lead type (Final Expense, Veteran, or Widow), select your state, and choose an age tier.
Work leads in the built-in CRM
Purchased leads appear in your My CRM immediately. Call them with one click using the built-in dialer, take notes, set follow-up reminders, and move them through your pipeline stages.
Close deals & grow your team
Record policies when leads convert — track carrier, plan name, face amount, and premium. Monitor your weekly and monthly production directly from your dashboard.
Good to know
If a freshly purchased lead has invalid contact information, you can submit a replacement request within the replacement window. Approved replacements credit your account.
Aged leads at $1–$4 per contact make high-volume reactivation campaigns economical. Many agents find strong close rates in leads that were previously worked elsewhere.
You are never charged a recurring fee. Your wallet balance carries forward indefinitely. Stop buying leads anytime by simply not purchasing more — no cancellation required.
Your leads and client notes are private to your account. Managers in your hierarchy can see lead assignments and pipeline stages but not your private notes.
Looks straightforward — because it is.
Create your account in under two minutes.