Lead Collector FAQ

Everything you need to know about setting up, sharing, and managing your Lead Collector tool.

What is Lead Collector?

• Lead Collector is a tool that helps you capture leads through a publicly accessible contact form. Each agency has its own dedicated lead collection page with a unique URL.

I don’t have access to Lead Collector. How can I get it?

• If you don’t currently have access, please reach out to your First Connect representative or the Support team to request it.

Where can I find my Lead Collector leads? 

• All leads submitted through Lead Collector can be found in your Contacts page within the First Connect portal.

How can I share my Lead Collector form with my customers? 

 There are two ways to share your agency’s form : 

1. Share the link

• Go to the Contacts page in the First Connect portal.
• In the top-right corner, click “Share lead form.”
• In the side panel, under the Link tab, you’ll find your agency’s unique URL.
• Copy and share this link with your customers.

• Go to the Contacts page in the First Connect portal.
• In the top-right corner, click “Share lead form.”
• In the side panel, select the Embed tab.
• Copy the code snippet and paste it into your website on the page where you want the form to appear.

Will I be notified when a new lead comes in? 

• Yes. Every time a new lead is submitted, you’ll receive an email notification.

What data do my customers need to fill out to submit a lead form? 

The form requires the following fields:

• First Name (required) 

• Last Name (required) 

• Email address (required) 

• Phone Number (required) 

• Insurance Product (required) 

• Message (optional)