Updated June 14, 2026
🧭 Guide for Agents (Brokers & Independent Contractors)
Use these links to understand the platform, sign up, manage leads, and access training. No login is required for most public pages, but the agent dashboard requires authentication.
📌 Base URL (share this with new agents)
- Main website: https://geniusflowai.co
📄 Public Pages – What They Do for Agents
| Link | Purpose | Key Info for Agents |
|---|---|---|
| Home | Landing page explaining the service | Shows value prop: automated leads, AI calls, follow‑up. |
| Quiz | The 8‑question lead capture form | Your clients will fill this out. You can test it yourself to see the flow. |
| Auth | Agent login / sign‑up page | Create your account (email + password). After login, you access the dashboard. |
| Pricing | Subscription plans | Starter $97, Pro $197, AI Pro $497, Agency plans. Choose the one that fits. |
| How It Works | Explanation of the process | Understand how leads are captured, scored, and delivered. |
| For Agents | Dedicated page for agents | Features, benefits, and call‑to‑action to sign up. |
| For Agencies | Multi‑seat plans | For agency owners managing multiple agents. |
| Compare Options | Side‑by‑side plan comparison | See what each plan includes (lead scoring, AI calling, proposals). |
| Income & Living Benefits | Educational content | Use this to answer client questions about policy features. |
| Client Guide | Step‑by‑step for clients | Know what your clients see when they go through the process. |
| Agent Handbook | PDF with Q&A for agents | Download and keep for reference. Covers login, leads, proposals, etc. |
| FAQ | Common questions | Answers about billing, lead delivery, AI calls, and support. |
| Resources | (Requires login) Training videos, PDFs, and guides. | After logging in, you'll find the video walkthrough and updated handbooks. |
🔐 After Login – Agent Dashboard & Tools
Once you sign up and log in at /auth, you will have access to:
- Agent Dashboard (
/agent) – View your leads, lead scores, statuses, and follow‑up tasks. - Leads detail (
/agent/leads/$id) – Contact info, quiz answers, call logs, and proposal generator. - Resources (
/resources) – Video walkthrough, Agent Handbook PDF, Client Guide PDF. - Settings / Templates (
/settings/templates) – Manage your follow‑up templates and scripts. - Admin Voice Test (
/admin/voice-test) – Test the AI voice calling feature (AI Pro plan only).
❓ Q&A for Agents
Q: How do I start?
A: Go to /auth, create an account (email + password). Then go to /pricing and start a free trial on any plan. No credit card required for 30 days.
Q: How do I get leads?
A: Leads come automatically when someone completes the 8‑question quiz (/quiz). They appear in your dashboard within 60 seconds. You will also receive a text/email alert.
Q: What is the lead score?
A: A number from 0 to 100. Higher scores mean the lead is more likely to buy – call the 90+ leads first.
Q: How does the AI voice call work?
A: On the AI Pro plan, the AI calls new leads within 60 seconds. It qualifies them on budget and health, answers basic questions, and books an appointment on your calendar. You receive a transcript and recording.
Q: How do I create a proposal?
A: From the lead detail page, click "Generate Proposal", choose Term Life, Whole Life, or Indexed UL, and download a professional PDF.
Q: How do I invite team members?
A: With Agency Core or Agency Scale plans, go to Team → Invite agent in your dashboard.
Q: How do I cancel my subscription?
A: Go to Account Settings → Subscription → Cancel anytime. No long‑term contract.
Q: Where can I get help?
A: Email support@geniusflowai.co or use the chat on the website.