Open Choice
Intake Hub
Leads & Calls
Last 30 days
Demo data
Leads
Calls
Agent Wins
Large policies sold (last 30 days)
Max 9
Agency Dash - Agent Specific.
Leads
Recent leads
| Name | Status | Phone | State | Address | Type |
|---|
Calls
Recent calls
| Name | Status | Phone | State | Address | Type |
|---|
Billing
Balance, promo balance, funding, payment method
Account
Balance
$1,240.00
Funds available for lead/call purchases.
Promo balance
$150.00
Promotional credits (apply automatically where allowed).
Add Funds
Add credit to your balance.
Change card
Update payment method on file.
Settings
Update profile + password (demo: saves to localStorage)
Profile
Contact
Email
Phone
Address
Password
New password
Confirm password