Frequently asked questions

A live-call marketplace for insurance. Publishers send consumers who asked to talk with an agent, and we connect each call in real time to a licensed agent, agency or call center that is available to take it. We focus on Medicare and Final Expense.

No. Easy Engage Hub is a technology and marketing platform. Licensed agents and agencies on the platform make their own recommendations and are responsible for their sales and compliance.

Calls are routed only to agents licensed in the caller's state. Coverage depends on which buyers are active in each state. Tell us your states on the Join page and we'll confirm availability.

We're onboarding our first agents, agencies, buyers and publishers now. The interactive demo shows the experience on simulated data. Join the waitlist and we'll reach out personally to get you set up.

Pick your path on the Join page (agent, agency, FMO, buyer or publisher) and fill in the short form. You'll hear back from the founder directly.

Individual agents pay a flat price per billable call, which varies by vertical. You set a daily budget and cap, so you never spend more than you planned. Pricing is shared during onboarding.

A call that connects and stays on the line past the billable duration for that product. Short, misrouted or invalid calls are credited automatically under published rules. You won't need to open a ticket for them.

No. Calls are routed only to agents licensed in the caller's state and inside the hours you choose.

One workspace with a guided script (including compliance steps like the recording disclosure and, for Medicare, the required disclaimer), a built-in Medicare plan compare, an instant quote helper for Final Expense, real-time AI tips and enrollment links.

Yes. Our Get Licensed program helps you prepare for your state exam, and graduates get lifetime member pricing on calls once licensed.

Yes. Agency accounts route calls to your agents by license, state, availability and schedule, with budgets and caps per agent or team, all from one shared account.

Yes. FMOs and agencies can get a branded portal with their logo and colors. Downline agents log into a simpler workspace that matches your brand (rolling out).

Yes. Reporting rolls up by agency, agent, state, vertical and carrier, and each level only sees the data it's permitted to see.

Yes. License and AHIP tracking with expiry alerts is part of the agency and FMO tools (rolling out).

You set a base bid by targeting (state, hours, source), plus optional modifiers that adjust your bid in real time. Each call goes to the best bid among buyers who are eligible and available right now, with one bid per buyer per call.

Yes. Give us your RTB bid URL and we'll ping you in real time, or give us a destination number or SIP address with your hours and concurrency limits.

We only accept calls when a buyer can actually take them: inside your schedule, under your caps and concurrency. Calls with no available buyer are declined upstream.

Ping our availability endpoint first. If we accept, we return a destination number reserved for that call. You can also use assigned numbers, which follow the same availability check.

Payouts are made on a regular schedule for calls that connect and reach the billable duration, after the return window. Exact terms are set in your publisher agreement.

Every call must have documented prior express written consent that covers being connected to an insurance agent, plus a consent certificate reference on each ping. We share the exact requirements during onboarding.

Consent is verified on every call, and opt-out and do-not-call requests are honored across the platform. When someone asks not to be contacted, that request is respected everywhere we route calls.

Calls can be recorded with the proper disclosure at the start of the call. For Medicare, recordings support CMS requirements for third-party marketing organizations.

No. See our privacy notice for details on what we collect and how it's used.