Platform Overview: Your Command Center

The Dashboard: Your Daily Snapshot

When you log into ClearChoicePartner, the Dashboard is your home base. It gives you an at-a-glance view of everything happening in your account today.

What You'll See

Your dashboard displays:

Today's lead and transfer count
Current account balance
Active profile status (running, paused, or out of balance)
Recent activity feed showing your latest leads and calls
Key performance metrics for the current period

Quick Actions

From the dashboard, you can:

Jump directly to your newest leads
Pause or resume your profiles
Check your balance and add funds
Navigate to any section of the portal

Why It Matters

The dashboard is designed for quick morning check-ins. Before your first call of the day, open your dashboard and confirm:

Your balance is funded
Your profiles are active
Your transfer schedule is correct for today

Key Takeaways

•The Dashboard shows today's leads, transfers, balance, and profile status at a glance
•Use it for a quick morning check-in before starting your calls
•Quick actions let you pause profiles, add funds, or jump to leads without navigating

Pro Tip

Make it a habit to check your dashboard first thing every morning. A 60-second review ensures your profiles are running and your balance is funded before leads start flowing.

Profiles: Controlling What You Receive

Profiles are how you tell the platform exactly what kind of leads and transfers to deliver. You can run multiple profiles at once to target different verticals or geographies.

Profile Settings

Each profile lets you configure:

Insurance vertical (auto, home, life, health, etc.)
Geographic targeting (states, regions, or zip codes)
Daily lead caps (control how many leads you receive per day)
Transfer schedule (which hours you're available for live calls)
Profile status (active, paused, or inactive)

Managing Multiple Profiles

Advanced agencies run several profiles:

One profile per vertical allows independent tracking and optimization
Separate profiles for different geographic areas let you test new markets
Pause underperforming profiles without affecting your winners
Compare conversion rates across profiles in your Analytics

Profile Best Practices

For the best results:

Name your profiles descriptively (e.g., "Auto - Texas Metro" not "Profile 1")
Start with one profile to learn the platform, then expand
Review profile performance weekly and adjust targeting
Don't spread too thin — 2-3 well-optimized profiles beat 10 unfocused ones

Key Takeaways

•Profiles control your vertical, geography, volume caps, and transfer schedule
•Run multiple profiles to target different verticals or markets independently
•Start with 1-2 profiles and expand as you learn what converts best for your agency

Pro Tip

When testing a new market or vertical, create a separate profile rather than changing your existing one. This preserves your performance data and lets you compare side by side.

Leads & Calls: Working Your Pipeline

The Leads and Calls pages are where you manage your active pipeline. These are the pages you'll use most throughout the day.

Leads Page

Your Leads page shows every real-time lead delivered to your account:

Consumer's name, phone number, email, and inquiry details
Timestamp showing when the lead arrived
Status tracking (new, contacted, quoted, sold, returned)
Quick actions to call, text, or mark status

Calls Page

The Calls page tracks all your live transfers:

Transfer timestamp and duration
Consumer information from the pre-screening
Call outcome tracking
Transfers under 90 seconds flagged for automatic credit

Delivery History

For a complete log of everything — leads and transfers combined:

Filterable by date range, vertical, and type
Exportable for external tracking or reporting
Shows pricing for each delivery
Useful for reconciling your account activity

Working Leads Effectively

Contact new leads within 5 minutes of delivery
Update lead status after every touch (helps track conversion)
Review their Calls page after each transfer block to note outcomes
Use Delivery History for weekly and monthly reporting

Key Takeaways

•The Leads page shows all real-time leads with consumer details and status tracking
•The Calls page tracks live transfers, duration, and outcomes — transfers under 90 seconds get auto-credited
•Update lead status after every contact to track your pipeline and conversion rates accurately

Pro Tip

Set up a system where you update lead status immediately after every call — not at the end of the day. Accurate real-time status tracking is what lets your Analytics page give you actionable insights.

Analytics, Billing & Settings

The back-office pages give you the data and controls to optimize your spending, track your ROI, and manage your team.

Analytics

Your Analytics page reveals the numbers behind your results:

Conversion rates by profile, vertical, and time period
Cost-per-acquisition calculations
Volume trends and patterns
Comparison across different profiles and time ranges

Use Analytics weekly to identify what's working and what needs adjustment.

Billing

The Billing page manages your prepaid account:

Current balance and recent transactions
Add funds manually or set auto-rebill
View transaction history and receipts
Download invoices for accounting

Volume discounts are applied automatically:

Bronze (100-249 leads/mo): 5% off
Silver (250-499 leads/mo): 10% off
Gold (500+ leads/mo): 15% off

Settings

Your Settings page controls account-level configuration:

Agency contact information and phone number
Email notification preferences
Payment method management
Time zone and business hours
Account security settings

Team Management

For agencies with multiple agents:

Add and manage team members from the Team page
Control access levels and permissions
Distribute leads and transfers across your team
Track individual agent performance

Key Takeaways

•Review Analytics weekly to track conversion rates and cost-per-acquisition by profile
•Volume discounts (5-15%) kick in automatically at 100+ leads per month
•Use Team management to distribute leads across agents and track individual performance

Pro Tip

Schedule a 30-minute "numbers review" every Friday. Look at your Analytics, check your Billing, and decide which profiles need adjustment for next week. Consistency beats intensity.

The Dashboard: Your Daily Snapshot

When you log into ClearChoicePartner, the Dashboard is your home base. It gives you an at-a-glance view of everything happening in your account today.

What You'll See

Your dashboard displays:

Today's lead and transfer count
Current account balance
Active profile status (running, paused, or out of balance)
Recent activity feed showing your latest leads and calls
Key performance metrics for the current period

Quick Actions

From the dashboard, you can:

Jump directly to your newest leads
Pause or resume your profiles
Check your balance and add funds
Navigate to any section of the portal

Why It Matters

The dashboard is designed for quick morning check-ins. Before your first call of the day, open your dashboard and confirm:

Your balance is funded
Your profiles are active
Your transfer schedule is correct for today

Key Takeaways

•The Dashboard shows today's leads, transfers, balance, and profile status at a glance
•Use it for a quick morning check-in before starting your calls
•Quick actions let you pause profiles, add funds, or jump to leads without navigating

Pro Tip

Make it a habit to check your dashboard first thing every morning. A 60-second review ensures your profiles are running and your balance is funded before leads start flowing.

Profiles: Controlling What You Receive

Profiles are how you tell the platform exactly what kind of leads and transfers to deliver. You can run multiple profiles at once to target different verticals or geographies.

Profile Settings

Each profile lets you configure:

Insurance vertical (auto, home, life, health, etc.)
Geographic targeting (states, regions, or zip codes)
Daily lead caps (control how many leads you receive per day)
Transfer schedule (which hours you're available for live calls)
Profile status (active, paused, or inactive)

Managing Multiple Profiles

Advanced agencies run several profiles:

One profile per vertical allows independent tracking and optimization
Separate profiles for different geographic areas let you test new markets
Pause underperforming profiles without affecting your winners
Compare conversion rates across profiles in your Analytics

Profile Best Practices

For the best results:

Name your profiles descriptively (e.g., "Auto - Texas Metro" not "Profile 1")
Start with one profile to learn the platform, then expand
Review profile performance weekly and adjust targeting
Don't spread too thin — 2-3 well-optimized profiles beat 10 unfocused ones

Key Takeaways

•Profiles control your vertical, geography, volume caps, and transfer schedule
•Run multiple profiles to target different verticals or markets independently
•Start with 1-2 profiles and expand as you learn what converts best for your agency

Pro Tip

When testing a new market or vertical, create a separate profile rather than changing your existing one. This preserves your performance data and lets you compare side by side.

Leads & Calls: Working Your Pipeline

The Leads and Calls pages are where you manage your active pipeline. These are the pages you'll use most throughout the day.

Leads Page

Your Leads page shows every real-time lead delivered to your account:

Consumer's name, phone number, email, and inquiry details
Timestamp showing when the lead arrived
Status tracking (new, contacted, quoted, sold, returned)
Quick actions to call, text, or mark status

Calls Page

The Calls page tracks all your live transfers:

Transfer timestamp and duration
Consumer information from the pre-screening
Call outcome tracking
Transfers under 90 seconds flagged for automatic credit

Delivery History

For a complete log of everything — leads and transfers combined:

Filterable by date range, vertical, and type
Exportable for external tracking or reporting
Shows pricing for each delivery
Useful for reconciling your account activity

Working Leads Effectively

Contact new leads within 5 minutes of delivery
Update lead status after every touch (helps track conversion)
Review their Calls page after each transfer block to note outcomes
Use Delivery History for weekly and monthly reporting

Key Takeaways

•The Leads page shows all real-time leads with consumer details and status tracking
•The Calls page tracks live transfers, duration, and outcomes — transfers under 90 seconds get auto-credited
•Update lead status after every contact to track your pipeline and conversion rates accurately

Pro Tip

Analytics, Billing & Settings

The back-office pages give you the data and controls to optimize your spending, track your ROI, and manage your team.

Analytics

Your Analytics page reveals the numbers behind your results:

Conversion rates by profile, vertical, and time period
Cost-per-acquisition calculations
Volume trends and patterns
Comparison across different profiles and time ranges

Use Analytics weekly to identify what's working and what needs adjustment.

Billing

The Billing page manages your prepaid account:

Current balance and recent transactions
Add funds manually or set auto-rebill
View transaction history and receipts
Download invoices for accounting

Volume discounts are applied automatically:

Bronze (100-249 leads/mo): 5% off
Silver (250-499 leads/mo): 10% off
Gold (500+ leads/mo): 15% off

Settings

Your Settings page controls account-level configuration:

Agency contact information and phone number
Email notification preferences
Payment method management
Time zone and business hours
Account security settings

Team Management

For agencies with multiple agents:

Add and manage team members from the Team page
Control access levels and permissions
Distribute leads and transfers across your team
Track individual agent performance

Key Takeaways

•Review Analytics weekly to track conversion rates and cost-per-acquisition by profile
•Volume discounts (5-15%) kick in automatically at 100+ leads per month
•Use Team management to distribute leads across agents and track individual performance

Pro Tip

Schedule a 30-minute "numbers review" every Friday. Look at your Analytics, check your Billing, and decide which profiles need adjustment for next week. Consistency beats intensity.

Platform Overview: Your Command Center

The Dashboard: Your Daily Snapshot

What You'll See

Quick Actions

Why It Matters

Key Takeaways

Pro Tip

Profiles: Controlling What You Receive

Profile Settings

Managing Multiple Profiles

Profile Best Practices

Key Takeaways

Pro Tip

Leads & Calls: Working Your Pipeline

Leads Page

Calls Page

Delivery History

Working Leads Effectively

Key Takeaways

Pro Tip

Analytics, Billing & Settings

Analytics

Billing

Settings

Team Management

Key Takeaways

Pro Tip

Related Guides

Setting Up Your First Profile

Understanding Your Two Revenue Channels

Payment, Billing & Volume Discounts

Ready to apply what you've learned?

Platform Overview: Your Command Center

The Dashboard: Your Daily Snapshot

What You'll See

Quick Actions

Why It Matters

Key Takeaways

Pro Tip

Profiles: Controlling What You Receive

Profile Settings

Managing Multiple Profiles

Profile Best Practices

Key Takeaways

Pro Tip

Leads & Calls: Working Your Pipeline

Leads Page

Calls Page

Delivery History

Working Leads Effectively

Key Takeaways

Pro Tip

Analytics, Billing & Settings

Analytics

Billing

Settings

Team Management

Key Takeaways

Pro Tip

Related Guides

Setting Up Your First Profile

Understanding Your Two Revenue Channels

Payment, Billing & Volume Discounts

Ready to apply what you've learned?