To save everyone time, please check here to see if we have already answered your questions before emailing us. If you do not see it here, feel free to email us at hello@happyagentleads.com

 

What kind of leads are these?

These are Facebook leads. Happy Agent Leads are leads generated organically on Facebook. 

When you place your order, we set up a Facebook Advertising Campaign for you from scratch, to target seniors/and others in your location. After FB approves it, our ads about Affordable Final Expense, Non Med Term Life, and Mortgage Protection Insurance begin to show on people's newsfeeds in an organic fashion in between their friends' and families' posts. They can scroll right past it, or if it strikes interest, they will click on it. From there it takes them to a questionnaire in which they have to fill out.

After they have filled it out 100% in its entirety AND click the submit button (nothing will be submitted unless all info is filled in, and they have to manually click submit), our software is set up so that their information is sent to you within seconds via your CRM, Text, Email, Updated Google Spreadsheet, and Printable Lead Card.

In the advertisement, we encourage prospects to click to see if they qualify. After they click the ad, they will fill out their information, press submit, and you will immediately receive it.

Other FAQ's

IMPORTANT:

How do I request replacements?

Our goal is to get your extra leads to you as soon as possible. Please see below for instructions.

Request Replacements from Within Your CRM

Please submit your lead replacement request form located inside your CRM. On the left side column click on the tab Lead Replacements. From here you can list all of the leads you wish to be replaced and that will get sent to us. Please put ALL leads on this form. 

OR

Wait until the majority of your leads have come in, then send us ONE email listing all replacement requests WITH the reason for the request. We need to know why the lead needs to be replaced. Email us at hello@happyagentleads.com

Important: Please DO NOT send us a single email or single form every time you need a replacement. These emails get lost in the shuffle and will cause confusion, and make it take longer to piece it all together on our end.

Can I provide more than one state on my statewide order?

Yep!

I am getting leads that are far away or out of my state!?

We target exactly as requested. We exclude border states, and target English speakers by default unless otherwise requested. Please note that it is common to receive leads outside of your targeted area. This is completely out of our control. Sometimes people share our ads with friends on Facebook and they fill out the forms. Or sometimes Facebook just has a mind of its own and finds leads from elsewhere- ESPECIALLY if your state is small and your zip/city is close to border states. Don't worry. This is why we have a replacement policy.

 

Do you have a script?

Yes, we have a script for Final Expense, Life, Mortgage Protection, Medicare, Health, and Health ACA Insurance. When logged into your CRM you will see a Blue Button that says "Scripts." Click that and you can easily access the script you want. The script also will stay open while using the dialer or Power dialer! If you are not logged in to your CRM, you can access it here: https://www.floatingpage.happyagent.io/

What information is given to leads?

By Default, we do not ever provide your Name or Contact Information, unless requested by you.

After they have submitted their information, we tell them that it looks like they are PRE Qualified for the program, but their licensed state representative will contact them to discuss further details.  

At this point they are done with the process, unless you have to us to include your Calendar link. If you told us which Calendar to drive them to in your CRM, we create a button so your prospects can take it a step further and schedule an appointment. 

I’m getting texts and emails but I don’t see my leads on my spreadsheet. Where are my leads?

If this is not your first order with us, in order to stay organized, we have put your leads on a new “sheet” of your spreadsheet. Here’s how to find your new sheet.

1. Click your spreadsheet to open it.  

2. Wait a second for it to load. Don’t scroll.  

3. After it loads, just LOOK at the very bottom of your page. You’ll see a row at the bottom of the page with your tabs that contain order dates and quantity of leads. Click any tab with the order date you want to access. Every new order will be on a new sheet with your order date.

How can I contact you?

Please email us at hello@happyagentleads.com. We will respond promptly if during our business hours.

How do you target?

For all local orders we start at 25 miles. Some areas are insanely competitive, have low populations, and nearly impossible to get leads.​​​ In these cases we increase the radius to 30-35. In rare cases we increase to 50 miles.

**Please note that we ALWAYS exclude surrounding states and any areas you've requested to be excluded. We target English as the language (for non Spanish campaigns), but Facebook is software and it has glitches. You MAY receive leads that are far away or out of state. We realize this is frustrating. Relax. Stay calm. This is why we have a replacement policy.

Do you offer discounts for large orders?

Yes, we work with each agent on a case by case basis as every area varies in price at any given time. Please email us with your area and quantity of leads you'd like a quote on at hello@happyagentleads.com.

Do you offer weekly subscriptions?

Yes, we also offer discounted pricing based on your specific location and quantity. Please email us if you're interested in a weekly subscription.

Is there a number I can call?

As of right now we are a strictly digital company. Due to the amount of information that we manage from agent to agent, we prefer to keep all conversations in writing so we always have a reference point to pull from when building campaigns. If you would like to get in touch, please contact us at hello@happyagentleads.com