IUL Lead Onboarding Form

First Name *

Last Name *

Email *

What States Are You Licensed in (All) *

What is your API Key? *

Found inside your CRM (app.iul.org:) Settings > Private Integrations > New > Name it > Scope: Edit Contacts > Create. Click the clipboard icon to copy.

What is your Location ID? *

Found inside your CRM (app.iul.org:) Settings > Business Profile > Top Middle of General Information. Click the copy icon to copy.

Which IMO Are You With? *

Do you understand that this is not a speed-to-lead system, and that we recommend waiting to call until leads have been pre-educated and the CRM alerts you? iul.org/our-approach *

Yes, I understand

I will review best practices prior to calling leads

Do you understand there are usage charges billed in $10 increments? iul.org/usage *

Yes

IUL Education System costs about $1/month per 100 leads in email usage charges. Usage is billed upfront in $10 increments, so if our IUL Education System is the only thing you use the CRM for, 200 leads typically take about 5 months until you're charged $10 again.

How did you find out about IUL.org? *

I confirm that I am a licensed insurance agent, that my CRM Location is authorized to receive leads through the IUL.org platform, and that I am independently and solely responsible for complying with TCPA, DNC, carrier rules, and all applicable laws when contacting leads.