Before you can take calls
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No call
Today
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Where are you licensed?
Check every state where you hold an active life or health licence. An administrator verifies each one; only verified states receive calls.
Status
| State | LOA | Licence # | Status |
|---|
My calls
| When | From | State | Campaign | Talk | Charged | Disposition | Recording | AI review |
|---|
Call back rings the lead again from the same caller ID, inside the campaign's callback window (usually 24 h). It is never charged, it is recorded, and it needs a disposition like any call.
Card on file
Add funds
Charged to your saved card and credited to your wallet the moment the card processor confirms it. Each call is deducted at the campaign's price after the buffer.
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Transactions
| When | Type | Amount | Balance |
|---|
Campaigns
| Campaign | Product | State | Price / call | Status |
|---|
Turn a campaign off to stop receiving its calls without going unavailable. Open campaigns can be joined; an administrator approves the request. "Not enrolled — invite only" means you aren't receiving calls from it yet — ask your administrator to add you.