What Does "Pre-Screened" Mean at AgentATM?
Short answer: At AgentATM, "pre-screened" means every recruiting lead is a licensed life insurance agent who has gone through AgentATM's recruiting funnel. They know exactly what they'll discuss with your agency before you call, which gives you the best chance of bringing them onto your team.
How the funnel works
- Statewide campaigns. AgentATM runs recruiting campaigns in the states you choose, in all 50 states. Campaigns are statewide, not city-only.
- Qualification. Candidates move through a multi-step funnel that confirms they are licensed life insurance agents and explains what the conversation with your agency will cover.
- Instant handoff. When a candidate completes the funnel, you get a text and email alert with their details so your team can call fast.
- Your human call. You interview, verify current license status, and decide whom to bring on.
What pre-screened does not mean
Pre-screened is not a guaranteed hire, appointment or reply. Your agency works the leads, and AgentATM does not offer a replacement policy. Always verify current licensing before contracting.
Working the leads: the AgentATM CRM
The optional AgentATM CRM ($500 one-time) helps your team turn leads into conversations. You can:
- Book interviews from the CRM
- Run drip campaigns so leads hear from you consistently
- Track follow-up so no lead goes cold
| Raw list | AgentATM pre-screened lead | |
|---|---|---|
| Licensed life agent | Usually, per state data | Yes, qualified licensed life insurance agents |
| Knows what you'll discuss | No | Yes |
| Real-time alert | No | Text and email |
FAQ
Are AgentATM leads licensed?
Yes. AgentATM delivers qualified, licensed life insurance agents. As with any source, verify current license status through NIPR or your state before contracting.
Do I need the CRM?
No, it's optional. It helps teams book, run drips and follow up consistently.
How fast do leads start?
We contact you for onboarding within 1 business day, and lead delivery starts within 72 hours after onboarding.
Start with 50 leads
The AgentATM trial is 50 pre-screened, licensed life insurance agent recruiting leads for $1,500, one time. Buy online with no sales call. We contact you for onboarding within 1 business day, lead delivery starts within 72 hours after onboarding, and leads arrive by text and email.