You spend real money generating insurance leads - Medicare, Final Expense, Life, ACA, Annuity, and more. You hand them to agents. Then nothing. No proof of contact. No enrollment confirmation. No idea which agents are actually closing. That's not a lead problem. That's an infrastructure problem.
Most marketing organizations are operating blind. They know what went out - they have no idea what came back.
What does it actually cost you when a lead goes untracked?
You send the lead, the agent gets it, and then... nothing. No contact confirmation. No enrollment proof. No follow-up visibility. That lead might have been called once - or never.
Without per-agent performance data, you can't see who's actually earning priority routing. MessageActivity gives you complete visibility into which agents are closing, which are following up, and which are ignoring your leads entirely.
A lead you sent in April could be a perfect AEP callback in October. If there's no protected pipeline, that relationship gets re-routed, lost, or reassigned - and your commission potential goes with it.
Every dollar you invest in leads should come back as a data point. Without enrollment confirmation tied to your lead source, you're guessing at your own return.
MessageActivity gives your marketing organization a dedicated portal where every lead you send is tracked - from submission through final enrollment - in real time. Not a spreadsheet. Not a weekly update email. Live.
This isn't a referral link. Approved partners get a fully-featured marketing portal that operates alongside the agent CRM - but designed entirely around your workflows.
Watch leads move from submitted → contacted → enrolled in real time. Know the moment any of your leads converts - with the plan type, agent, and timestamp.
Upload a spreadsheet of leads in one step. Select the target agent, set acceptance requirements, and import with automatic duplicate detection.
Leads route to agents who must accept or reject with a documented reason. Full transfer audit trail, reassignment history, and partner notes on every individual lead.
Set your own contact threshold and get visual alerts when agents aren't working their leads. You always know who's sitting on leads instead of closing them.
Recall any uncontacted lead and route it to a better-performing agent. Contacted leads are protected automatically - safeguarding AEP callbacks and long-term relationships.
Block underperforming or non-compliant agents from receiving your leads - with a reason on file. Blocked agents are automatically skipped in all routing with no manual intervention.
See where every lead lands with a real-time visual breakdown. Customizable categories and colors that match your branding give you instant clarity on pipeline health.
See exactly which of your reps is generating leads that actually convert. Total leads, enrollment rate, and average days to enroll - ranked and visualized for every rep on your team.
Download a full analytics CSV at any time: total leads, enrollment rates, per-agent breakdown, top reps, average days to enroll. Bring your own data to your own spreadsheet.
Log expected commission on each enrolled lead directly from your conversion feed. See total expected revenue and average commission per enrollment in your analytics summary.
Configure a webhook to receive real-time notifications the moment a lead enrolls. Requests are cryptographically signed for security and automatically retried on failure.
Upload your consent records (CSV, Excel, PDF) privately and securely. Stored with lead counts, dates, and notes - ready for any compliance audit, instantly retrievable.
Add marketing reps with profiles, contact info, and notes. They appear on intake forms so every lead gets correctly attributed to the right rep from the start.
A branded, agent-coded intake form captures prospect info - plan needs, DOB, zip, income, and more - and drops them directly into the CRM as prospects with your attribution intact.
Generate unique short codes for each agent. Every lead submitted through a code carries permanent source attribution - even if the lead changes agents later. Your credit never disappears.
Configure mail to send automatically when your leads are submitted, accepted, or enrolled. Set per-lead allowances that adjust over time - rules apply automatically.
A step-by-step checklist guides new partners through every setup item - all tracked automatically with a live progress bar so you never miss a step.
Your org status, approval state, and access level are managed transparently. Pending partners see a status card in their dashboard with review timeline and next steps - no guessing.
Submit your application with org details, lead types, states, and compliance consent. Takes about 5 minutes. Not everyone who applies gets approved.
5 minute formDon't wait on us to get started. Upload your logo, add your agent codes, configure mail triggers, and connect your reps right after applying. A step-by-step checklist guides you through every item - so when you're approved, you go live immediately.
Start immediately - no delayOur team reviews your application within 1-3 business days. When approved, your full portal unlocks immediately - leads, analytics, and all 18 partner tools go live the moment you get the confirmation email.
1-3 business daysUse the bulk CSV upload to import entire lead lists - AI maps every column. Or set up your intake form URL to capture inbound leads in real time. Either way, leads route automatically to your agents.
CSV upload · Intake forms · Bulk importEnrollments appear in real time. Aging alerts fire when leads go cold. Webhook pings your system the moment someone converts. You have full visibility - no chasing agents, no waiting on updates.
Live · Real-time · ExportableApproved partners report dramatically different outcomes when their agents operate inside a system that actually holds them accountable.
"Before MessageActivity, I had no idea which of my 1,800+ agents was actually closing leads. I was paying the same per lead whether they closed 2% or 28%. Now I route priority leads to top performers, block agents who sit on them, and I have proof of enrollment for every single one. That's not just a better tool - that's a completely different business."
- Prime Labs, Javier Castillo - Multi-State Operation
Approved partners can automate physical mail - real postcards and genuinely handwritten letters - triggered automatically when your leads are submitted, accepted, or enrolled.
Set different mail volumes based on relationship tenure. Rules apply automatically - leads always get the right volume at every stage without manual management.
Genuinely pen-on-paper handwritten letters - choose from 50+ calligraphy styles. AI writes the message. A real person physically writes and mails it.
See every mail order your org has triggered - filter by status (Sent, In Transit, Delivered, Failed), pull to refresh, and tap any order for full details and tracking.
Track your cost per piece across mail providers. See monthly spend in your dashboard - know exactly what your mail program costs in real dollars.
All submitted leads must have verifiable prior express written consent under TCPA requirements
Marketing materials and intake forms must comply with applicable federal guidelines (CMS Chapter 3 for Medicare lines)
No cold outreach to beneficiaries without documented prior express consent for each line of authority
Lead data may not be sold or shared to organizations outside the MessageActivity platform
Agents you route leads to are subject to the same compliance standards and monitoring
Consent documentation must be uploadable on request for any lead in your organization's history
The Approved Marketing Partner program is selective by design. We're not a directory.
We're a closed network of organizations that generate compliant, high-intent insurance leads - Medicare, Final Expense, Life, ACA, Annuity, and more -
and expect real accountability from the agents who work them.
If you're serious about lead quality, enrollment visibility, and building an operation that scales - this is where you belong.
If you're looking to dump lists with no follow-through, this isn't the right fit.
You generate outbound lead lists - CSV, Excel, or scrubbed data - and want agents to work them inside a trackable system. Bulk upload, routing, and enrollment tracking all included.
You route live inbound calls to agents. Real-time lead intake, tiered agent queues, and instant enrollment confirmation give you the infrastructure to run a serious transfer operation - regardless of line of business.
You do both. Or you run a field marketing organization with dozens of agents across multiple states. The platform scales - rep management, agent blocking, and webhook integrations included.
Applications are reviewed within 1-3 business days. Approval is not guaranteed. You'll receive a confirmation email when your status is updated.
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Check your email and click the link to activate your account. Our team will review your application within 1–3 business days and notify you of your approval status.
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