Applying to Receive Calls
Applying to Receive Calls
So you've discovered the Leads Network, browsed the available campaigns, and found one (or several) that look like a great fit for your agency. Now it's time to apply. This guide walks you through the entire application process — from preparing your agency before you click "Apply" all the way through receiving your first call.
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Before You Apply: The Readiness Checklist
Before submitting an application, make sure your agency is set up for success. Going through this checklist first will save you time and help you get approved faster.
1. Licensed Agents for Target States
Most campaigns — especially those in insurance verticals like Medicare, Home Insurance, Auto Insurance, and Final Expense — require agents who hold valid licenses in the states where callers are located. Before applying:
- Verify your agents' licenses are current and cover the states the campaign serves.
- Check expiration dates — don't apply to a campaign if your agents' licenses are expiring soon without renewal plans.
- Confirm product-specific licensing — some campaigns require specialized certifications beyond a general insurance license (e.g., Medicare-specific training or AHIP certification).
If the campaign description mentions specific state or licensing requirements, take those seriously. Campaign managers will check.
2. Available Capacity
Ask yourself: Do I have enough agents available to handle additional call volume? Consider:
- Current agent workload — Are your agents already handling calls from other campaigns or queues? Adding another campaign without enough bandwidth will hurt performance across the board.
- Expected volume — Look at the campaign's intent level and pricing for clues. High-intent, high-price campaigns may send fewer but more valuable calls. Low-intent campaigns may send higher volume.
- Operating hours — Does your agency's schedule align with when the campaign's calls are likely to come in? Make sure agents will be available during peak call times.
3. Required Skills and Certifications
Beyond licensing, many campaigns have soft requirements:
- Product knowledge — Are your agents trained on the product or service the campaign covers? A Medicare Supplement campaign requires agents who can confidently discuss Medicare plans, eligibility, and enrollment periods.
- Compliance training — Some verticals have strict compliance requirements. Make sure your agents are up-to-date on relevant regulations and scripts.
- Language skills — If the campaign serves a bilingual or multilingual market, ensure you have agents who speak the required languages.
4. A Queue Ready to Receive Calls
When you apply, you'll need to select a target queue — this is the queue where calls from the campaign will be delivered after you're approved. Before applying:
- Check your existing queues — Do you already have a queue that would be appropriate for this campaign's calls? If so, make note of it.
- Consider creating a dedicated queue — For some campaigns, it helps to create a dedicated queue so you can track performance separately and assign a specific team of agents.
- Assign agents to the queue — Make sure the queue you plan to select has agents assigned to it. If calls arrive and no agents are in the queue, they'll go unanswered.
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Step-by-Step Application Process
You've done your homework and your agency is ready. Now let's walk through the application step by step.
Step 1: Navigate to the Leads Network
Open the Leads Network page from the left sidebar menu. This page is your central hub for everything related to the Leads Network.
When the page loads, you'll see three tabs at the top:
- Available — Campaigns currently accepting applications
- Active — Campaigns you're already receiving calls from
- Applications — Applications you've submitted and their statuses
Click on the Available tab to see all campaigns open for applications.
Step 2: Browse and Evaluate Campaigns
The Available tab displays campaigns as campaign cards. Take your time browsing — there may be many campaigns listed, and finding the right fit is important.
For each campaign, review the following on its card:
- Campaign Name — A descriptive title that tells you what the campaign is about.
- Vertical Badge — A colored badge indicating the industry (Medicare, Home Insurance, Auto Insurance, Final Expense, etc.). Use this to quickly filter for campaigns in your area of expertise.
- Intent Level Badge — Tells you how motivated the callers are:
- Medium — Consumers are actively interested and comparing providers. Good conversion potential.
- High — Consumers are ready to make a decision. Calls tend to be shorter and convert at higher rates.
- Very High — Consumers have an urgent need, often driven by a deadline or life event. These are premium calls with the highest conversion rates.
- Description — Read the full description to understand the campaign's scope, geographic coverage, target demographics, and any special notes from the campaign manager.
- Pricing — Check the Agency Price (what you'll pay per call). Compare this against the intent level and your expected conversion rate to determine if the economics make sense for your business.
- Requirements — Some campaigns list specific requirements on the card (licensing, certifications, minimum agent counts). Make sure you meet them before applying.
Pro tip: Don't just go for the cheapest campaigns. Higher-priced campaigns often deliver higher-intent callers who convert at much better rates. A $25 call that converts 40% of the time is worth more than a $10 call that converts 5% of the time.
Step 3: Click Apply
Found a campaign that fits? Click the Apply button on the campaign card. This opens the Apply Modal — a popup window where you'll complete your application.
Step 4: Fill Out the Application Form
The Apply Modal presents a dynamic application form that varies from campaign to campaign. The campaign manager has configured this form with the specific information they need to evaluate your application.
You may encounter any combination of the following field types:
- Text Fields — Short-answer inputs for things like your company name, license numbers, NPN (National Producer Number), years of experience, or contact person name. Type your response directly into the field.
- Text Area Fields — Larger multi-line input areas for longer responses. You might be asked to describe your agency's experience in the campaign's vertical, outline your quality assurance process, or explain your agent training program. Be thorough but concise — campaign managers appreciate detailed answers that demonstrate your competence.
- Phone Fields — Formatted phone number inputs for contact numbers. Enter the phone number where the campaign manager can reach you if they have questions about your application.
- File Upload Fields — These allow you to upload documents directly with your application. Common file upload requests include:
- Proof of Errors & Omissions (E&O) insurance
- Compliance certifications
- Business registration documents
- Agent rosters with license details
Make sure your files are clear, legible, and in a standard format (PDF, JPG, or PNG). Prepare these documents before you start the application so you can upload them quickly.
- Dropdown Fields — Select menus where you pick one option from a list. Common dropdown fields include selecting your primary state of operation, choosing your agency's size tier, or indicating your preferred call volume level. Click the dropdown to see all options, then select the one that applies to you.
- Radio Button Fields — Groups of options where you select exactly one answer. These are typically used for yes/no questions or choosing between a small number of options. Examples: "Are you AHIP certified? (Yes/No)", "What is your preferred shift? (Morning/Afternoon/Evening)". Click the radio button next to your answer.
Tips for filling out the form:
- Answer every required field completely. Incomplete applications may be automatically rejected or delayed.
- Be honest and accurate. Misrepresenting your qualifications can lead to removal from the campaign later.
- Double-check uploaded files before submitting. Make sure they're the correct documents and are legible.
- If you're unsure about a question, provide your best answer and add a note explaining any ambiguity.
Step 5: Select Your Target Queue
This is one of the most important steps in the application process. The Apply Modal includes a target queue selector — a dropdown menu that lists all of your agency's existing queues.
What is the target queue? This is the queue where calls from the campaign will be delivered once you're approved. When a call comes in through the campaign, it will be routed directly to this queue, and the first available agent assigned to that queue will receive the call.
Choosing the right queue:
- Use an existing queue if you already have one set up with agents who have the right skills and licensing for the campaign's vertical. For example, if you already have a "Medicare Team" queue with licensed Medicare agents, select that queue for a Medicare campaign.
- Create a new queue first if you want to track campaign performance separately or assign a dedicated team. Navigate to the Queues section, create a new queue (e.g., "Medicare Supplement — National Campaign"), assign your agents, then return to the Leads Network page to complete your application.
- Consider agent overlap — Agents can be assigned to multiple queues. If you select a queue that agents are already handling calls on, they'll receive calls from both sources. Make sure they have the capacity for additional volume.
Step 6: Submit Your Application
Once you've filled out all form fields and selected your target queue, click the Submit button at the bottom of the Apply Modal. Your application is now submitted!
You'll see a confirmation message, and the application will appear on your Applications tab.
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Tracking Your Application Status
After submitting, you can track the status of every application on the Applications tab of the Leads Network page. Here's what each status means:
Pending
Your application is under review by the campaign manager. This is the initial status after submission. Review times vary — some campaign managers review applications within hours, while others may take a few days, especially during busy enrollment periods.
What to do while waiting:
- Make sure the agents assigned to your target queue are ready and available.
- Keep your licensing documents current.
- Check back periodically on the Applications tab for updates.
- If a significant amount of time passes, you may want to follow up through normal support channels.
Approved
Congratulations! Your application has been accepted. This means:
- Calls from the campaign will start routing to your selected queue immediately (or as soon as the campaign is active).
- The campaign will appear on your Active tab.
- You'll be billed at the Agency Price displayed on the campaign card for each call received.
Immediate action items after approval — don't skip these:
- Confirm agent assignments — Go to your queue settings and verify that agents are assigned to the target queue you selected. If the queue is empty, calls will arrive with nobody to answer them.
- Set agents to Available status — Agents must be set to Available in the dialer for calls to be routed to them. Remind your team to clock in and set their status.
- Brief your agents — Let your agents know they'll be receiving a new type of call. Share relevant details: what vertical/product the calls are about, what the caller is expecting, and any scripts or guidelines they should follow.
- Monitor the first few calls — Pay close attention to the initial calls. Listen in (if your system supports it), review call recordings, and check that everything is flowing smoothly.
Rejected
Your application was not accepted for this campaign. While disappointing, this happens for various reasons:
- The campaign may have reached its capacity for agencies.
- Your licensing may not cover the required states.
- The campaign manager may need additional information or documentation.
- Your agency's experience or specialization may not match the campaign's needs.
What to do after rejection:
- Review the campaign requirements again to see if you missed something.
- Check whether your agents' licensing covers the campaign's geographic area.
- Consider applying to similar campaigns that may be a better fit.
- Improve your agency's qualifications and try again in the future if the campaign is still open.
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After Approval: Managing Active Campaigns
Once you're approved and calls are flowing, the work isn't over. Effective campaign management is key to maximizing your return and maintaining your standing in the Leads Network.
The Active Tab
All campaigns you're receiving calls from appear on the Active tab of the Leads Network page. For each campaign, you can:
- View call volume — See how many calls you're receiving per day, week, or month from this campaign.
- Track performance metrics — Monitor average handle time, conversion rates, and other key performance indicators.
- Check agent coverage — Ensure you have enough agents on the queue to handle the volume. If you're seeing missed calls or long wait times, it's time to add more agents.
Adjusting Agent Assignments
As call volumes change (seasonally, weekly, or even hour by hour), you may need to adjust your agent assignments:
- Add agents to a campaign queue if volume increases or if agents leave your team.
- Remove agents from a queue if volume decreases or if you need them on higher-priority campaigns.
- Cross-train agents so they can handle multiple campaign types, giving you more flexibility.
Maintaining Performance Standards
Some campaigns have quality or performance standards that agencies are expected to meet. These may include:
- Minimum answer rates — The percentage of calls you answer out of total calls offered.
- Handle time expectations — How long calls should typically last (too short may indicate poor service; too long may indicate inefficiency).
- Conversion benchmarks — Some campaigns track conversion rates and expect agencies to meet minimum thresholds.
If your performance drops below expectations, the campaign manager may reach out with feedback or, in severe cases, remove your agency from the campaign. Stay proactive about monitoring and improving.
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Withdrawing from a Campaign
There may come a time when you need to stop receiving calls from a campaign. Perhaps you're at capacity, shifting your focus, or your licensing situation has changed.
To withdraw from a campaign:
- Go to the Active tab on the Leads Network page.
- Find the campaign you want to leave.
- Click the Withdraw button.
- Confirm your decision.
After withdrawing:
- New calls from the campaign will stop routing to your queue.
- Any calls already in progress will continue to completion — nothing is interrupted mid-call.
- The campaign will move from your Active tab back to the Available tab (assuming it's still accepting applications, should you want to rejoin later).
Note: Withdrawing is not penalized, but frequent joining and leaving of campaigns may affect how campaign managers view future applications from your agency.
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Tips for a Successful Application and Beyond
Here's a collection of best practices gathered from top-performing agencies on the Leads Network:
- Apply to campaigns that match your expertise. Your agents will perform best on calls they're trained and prepared for. A specialized team always outperforms a generalist team.
- Respond quickly to any follow-up requests. If the campaign manager asks for additional information or documentation during the review process, respond promptly. Delays can result in your application being passed over.
- Maintain good performance metrics. Campaign managers can see how agencies perform. Consistently strong metrics (high answer rates, good conversion, professional call handling) make you a preferred partner and may give you priority on new campaigns.
- Keep licensing current at all times. Don't let licenses lapse. Set reminders for renewal dates and maintain a centralized record of all your agents' credentials.
- Have enough agents ready before applying. There's nothing worse than getting approved for a great campaign and missing calls because you don't have enough agents assigned. Plan your staffing before you submit your application.
- Start with a manageable volume. If it's your first time on a campaign or vertical, start with one campaign to learn the process and call flow. Scale up as your team gains confidence and experience.
- Monitor actively, especially in the first week. The first few days after approval are critical. Pay close attention to call quality, agent performance, and any issues that arise. Early corrections prevent bigger problems later.
- Communicate with your agents. Make sure your agents know when a new campaign goes live, what kind of calls to expect, and any special handling instructions. An informed agent is an effective agent.
- Review campaign economics regularly. Track your cost per call (Agency Price) versus your revenue per conversion. If a campaign isn't profitable, consider whether the issue is the campaign itself or whether your team needs additional training to improve conversion rates.
- Keep your queues organized. Name your queues clearly (e.g., "Medicare — National Campaign" rather than "Queue 7"). This makes it easier to manage agents, track performance, and select the right queue when applying to new campaigns.
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Quick Reference: Application Steps at a Glance
| Step | Action | Where |
|------|--------|-------|
| 1 | Navigate to Leads Network | Sidebar menu → Leads Network |
| 2 | Browse campaigns | Available tab → Campaign cards |
| 3 | Click Apply | Apply button on campaign card |
| 4 | Fill out form | Apply Modal → Dynamic form fields |
| 5 | Select target queue | Apply Modal → Target queue dropdown |
| 6 | Submit application | Apply Modal → Submit button |
| 7 | Track status | Applications tab |
| 8 | After approval: assign agents | Queues section → Agent assignments |
| 9 | Set agents to Available | Agent status controls |
| 10 | Start receiving calls | Calls route automatically |
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Summary
Applying to receive calls from the Leads Network is a straightforward process: prepare your agency, browse available campaigns, submit a thorough application, and wait for approval. Once approved, calls flow automatically to your selected queue — all you need to do is make sure your agents are assigned, available, and ready to deliver great service.
Head to the Leads Network page in your sidebar, click the Available tab, and start applying to campaigns that match your agency's strengths. Quality calls are waiting.
Last updated: February 24, 2026