When lead distribution isn't working, it's usually a permissions issue. Check to see that you (the the agency/brand manager) and the agents who should receive leads have the proper permissions enabled in the system.

Quick reference

How to View & Save System Permissions
Permissions the User Sending Leads Must Have
Permissions the User(s) Receiving Leads Must Have
Check Lead Distribution Settings


How to View & Save System Permissions

To view, add, and save your permissions, go to My Account/Permissions.

Viewing account permissions in Insureio

If, based on the instructions below, you need to add a permission, check the desired box and click Save Permissions in the top-right of the Permissions tab.

Save Permissions button in top-right of Permissions tab in Insureio

Permissions the User Sending Leads Must Have

Edit Agent of Record

You'll need this if you ever have to change/reassign agents on a lead. This permission is located in the Permissions tab, under My Account/Submission Options. Be sure you have this permission checked. If not, check it and save the permissions.

Permission setting: Edit Agent of Record

View/Edit Descendant

You'll also need this if you ever have to change/reassign agents on a lead and your agent(s) are in the same hierarchy group (this is the case most of the time). Look in the Agency Management Display permission set on the right-hand side of the Permissions tab. Find the Hierarchy Related Permissions section. Make sure View Descendants and Edit Descendants are checked. If not, check them and save the permissions.

Permission setting: Edit Agent of Record

Multiple Brand Profiles

If your agency only has one brand profile (i.e., there is only one possible brand all your consumers' policies could be under), you can skip this step. To give yourself this permission, look in the Agency Management Display permission set on the right-hand side of the Permissions tab. Find the Branding Profiles section. Make sure Multiple Branding Profiles is checked. If not, check it and save the permissions.

Permission setting: Multiple Branding Profiles

Permission to Configure Distributed Leads

Go to your Permissions tab and look in the Agency Management Display permission set on the right-hand side. Find the Branding Profiles section. Make sure Lead Distribution Config is checked. If not, check it and Save Permissions.

Lead Distribution: Toggle Ability to Configure Lead Distribution

Permissions the User(s) Receiving Leads Must Have

Multiple Brand Profiles

Look in their My Account/Permissions tab. Check the left-hand side and look for the Branding Profiles section. Make sure Multiple Branding Profiles is checked. If not, check it and save the permissions. Not sure how to view a sub-user's profile? Click here.

Permission setting: Multiple Branding Profiles

Case/Consumer Brand Access

Anyone receiving leads associated with a brand must also be assigned to that brand profile. Go to Agency Management/Branding Assignments. Type your lead recipient's Insureio username into the Add a User box. Then type the desired brand profile name into the Add a Brand/Profile box. They will appear together beneath the search boxes, with the brand(s) listed above the agent(s) you have selected. Tick the box beneath the brand name to enable it for each agent you selected. Click the green Save button at the bottom of this section.

Permission setting: Multiple Branding Profiles

Permission to Receive Distributed Leads

An agent must have permission to receive distributed leads. If you add them to lead distribution but do not give them permission to receive the leads, they will not see any leads on their dashboard. To check this, go to the sub-user's My Account/Permissions tab. On the right-hand side, under Agency Management Display, find the Branding Profiles permission set. Click Receive Distributed Leads to toggle permission on.

Lead Distribution: Toggle Ability to Receive Leads

Check Lead Distribution Settings

Is your lead configuration set up correctly? Review the procedure described here. If you're still having trouble, call your brokerage manager or our help desk for support.