Setting Up Your First Profile

From your Settings page, make sure you've completed:

• Agency name and contact information
• Phone number where leads and transfers will be delivered
• Email address for notifications and lead delivery
• Business hours and time zone
• Payment method (credit card or ACH)

ClearChoicePartner uses a prepaid balance model:

• The minimum initial deposit is $250
• Leads and transfers are deducted from your balance as they're delivered
• Set up auto-rebill to keep your balance funded automatically
• Choose a rebill threshold (e.g., rebill $500 when balance drops below $100)

The prepaid model means:

• No invoices or surprise bills at the end of the month
• You control spending in real time
• Pause anytime if you need to — no penalties or contracts
• Volume discounts apply automatically as your monthly total grows

Select the insurance vertical that matches your strongest carrier appointments:

• Auto Insurance — highest volume, fastest to learn
• Home Insurance — higher premiums, great for bundling
• Life Insurance — longer sales cycle but higher commissions
• Health Insurance — seasonal peaks during open enrollment
• Renters Insurance — lower lead cost, great for agency newcomers
• Business Insurance — higher lead cost but larger policies
• Commercial Auto — specialized market with less competition
• Umbrella Insurance — excellent cross-sell opportunity

Geographic targeting determines where your leads come from:

• Start with your strongest market — the area where you have the best carrier rates
• You can target by state, region, or specific zip codes
• Tighter targeting = fewer leads but potentially higher quality for your market
• Broader targeting = more volume but you need to be competitive across a wider area

Control your daily flow:

• Set a daily lead cap to match your team's capacity
• Start conservatively — 5-10 leads per day is a good starting point
• Increase gradually as you learn your conversion rate
• You can adjust caps anytime from your Profile page

From your Profile settings:

• Select which days of the week you accept transfers
• Set start and end times for each day
• Make sure someone is available to answer the phone during scheduled hours
• Missed transfers are costly — both in lead cost and lost opportunity

Set yourself up for success:

• Start with a 3-4 hour window during your highest-energy time
• Morning blocks (9am-12pm) tend to have high consumer engagement
• Avoid scheduling during meetings, lunch, or admin time
• Make sure your phone ringer is on and you're in a quiet space

You have full control:

• Pause transfers instantly from your dashboard when you need a break
• Resume when you're ready for more calls
• No penalty for pausing — you simply stop receiving transfers
• Great for vacations, training days, or when you're at capacity

If you have multiple agents:

• Consider staggering schedules to maximize coverage hours
• Assign your best closers to peak transfer times
• Use your Team management page to distribute transfers across agents

Before activating your profile, confirm:

• Your phone number is correct and tested
• Your email notifications are enabled
• Your auto-rebill is configured
• You have a quiet workspace ready for calls
• Your quoting tools and carrier portals are open and logged in

What to expect:

• Leads will start arriving based on your targeting and volume caps
• Transfers will come during your scheduled hours
• You may need to adjust your volume — too many leads at once can overwhelm your response time
• Focus on speed-to-contact and quality conversations, not volume

Use your portal pages to track performance:

• Dashboard — overview of today's activity and key metrics
• Leads — view all incoming leads with contact details and status
• Calls — review transfer history, call duration, and outcomes
• Delivery History — complete log of everything delivered to your account
• Analytics — conversion rates, cost-per-acquisition, and trends