Lead delivery, explained
LeadChâteau generates consumer inquiries, evaluates them against delivery rules, and gives eligible subscribers a focused place to manage follow-up. The goal is a more accountable lead workflow, not insurance advice.
Category availability is intentionally controlled by state, consent, eligibility, and compliance gates. Auto and Home consumer intake remains on hold pending approved pilot-state readiness.
Current launch model
One qualified exclusive inquiry is routed to one eligible LeadChâteau subscriber only. Exclusivity does not mean a consumer has not requested information elsewhere, and it does not guarantee contact or conversion.
Built to support future rules
Shared-routing capability exists in the product architecture, but it is not enabled for the initial launch.
The delivery sequence
Each consumer-facing request begins on a LeadChâteau-owned, category-specific digital marketing landing page or funnel. The consumer voluntarily submits their information, and the consent language displayed with that submission is captured in the record.
LeadChâteau-owned, category-specific digital landing pages give consumers a simple way to voluntarily request information from a licensed insurance professional.
The submission is reviewed through LeadChâteau's workflow, including the requested category, state, consent capture, and available submission details.
Qualified inquiries are evaluated against eligibility, active subscription, available credits, geographic preferences, and compliance gates.
The assigned agent receives the inquiry in the LeadChâteau portal and by notification, with source and consent records retained for the account workflow.
Routing rules
Before an inquiry is delivered, LeadChâteau checks the requested category and state, an agent's approval and active subscription, lead-credit availability, geographic preferences, and applicable compliance gates. When a qualified inquiry is assigned, the portal record retains source and consent details alongside the assignment history.
Categories are enabled only after their state, consent, and compliance controls are approved.
Agents receive only inquiries in approved states and categories.
An active subscription and available lead credits are part of routing.
Assignment, campaign source, and consent capture stay associated with the inquiry.
What a lead looks like
Sample data — fictional preview
LeadChâteau portal preview
Fictional sample records only. These are not real leads, testimonials, or performance results.
DEMO-LS-1042
Consent
Captured with submission
Example note: Requested a licensed professional contact them about life insurance information.
DEMO-LS-1043
Consent
Captured with submission
Example note: Selected phone as the preferred contact method in this fictional example.
DEMO-LS-1044
Consent
Captured with submission
Example note: Example only: consent capture and source details stay attached to the record.
DEMO-LS-1045
Consent
Captured with submission
Example note: Fictional preview record for illustrating the agent workspace.
Credits and controls
Monthly subscriptions include a defined credit allocation and renew unless canceled. If additional lead-credit packs are enabled, they are deliberate one-time purchases that require customer review and explicit confirmation.
Lead Delivery Guarantee
You should not lose paid lead value because LeadChâteau could not supply enough eligible leads.
Lead availability can vary by insurance category, state, territory, and consumer demand. When a LeadChâteau Inventory Shortage prevents fulfillment of eligible lead credits, the undelivered value is protected instead of simply disappearing.
Monthly allocation protection
If LeadChâteau cannot deliver part of your monthly allocation because of a LeadChâteau Inventory Shortage, those eligible credits become Protected Rollover Credits. They remain in your account rather than being removed at the end of the period.
Serious continuing shortages
When a material protected balance remains and supply stays limited, a renewal may enter Billing Protection through a renewal pause or billing-review hold instead of blindly stacking full charges. Portal access, historical data, existing leads, and protected credits remain available while delivery is reviewed.
Purchased Lead Credits
Optional extra lead packs are explicit one-time purchases for an active subscription. They never auto-renew or auto-replenish. If Purchased Lead Credits are not yet delivered, they remain separately protected and prioritized for future eligible delivery.
Beyond the applicable fulfillment window, eligible customers may continue waiting, approve applying remaining value to an eligible category or territory, or request a prorated-refund review. Options remain subject to eligibility and review.
Scope and timing
Unusually narrow targeting—such as limited ZIP codes, territories, categories, or optional restrictions—can slow delivery and is distinct from a LeadChâteau Inventory Shortage. LeadChâteau may flag targeting that is unlikely to support the selected monthly volume.
The Lead Delivery Guarantee protects paid eligible lead-credit value. It does not guarantee sales, commissions, contact or appointment rates, conversion rates, or return on investment.
Want the full policy? Read the Lead Delivery Guarantee terms.
Important context
LeadChâteau validates and reviews submissions using its workflow, but does not promise that every inquiry will convert, be contactable, or meet every agent's sales criteria.
LeadChâteau is not an insurer, insurance agency, carrier, broker, producer, advisor, or provider of insurance advice. It does not recommend coverage, carriers, or products.