How to Add a Lead in SecureMyLead - Insurance Agents & Contractors

#Two ways to add leads

SecureMyLead supports adding leads one at a time manually, or in bulk via CSV import. This guide covers the manual flow — if you have a spreadsheet ready, see the CSV import guide.

#Step 1 — Open the Add Lead form

Go to the Leads page and click Add Lead in the top right corner. A form will slide in from the right.

#Step 2 — Fill in the lead details

Here's what each field does:

First name / Last name — used to personalize messages via {{first_name}} and {{last_name}}Phone — must be a valid US number. Leads are unique by phone number in your account.Company — optional, useful for B2B leadsSource — where the lead came from (e.g. Facebook, Website, Referral). Helps you track which channels are converting.Quote amount — optional dollar amount, available as {{quote_amount}} in templatesRenewal date — for renewal campaigns, available as {{renewal_date}}Notes — internal notes visible only to your team, never sent to the lead

#Step 3 — Save and let the sequence run

When you save a new lead, your default follow-up sequence kicks in automatically. The first message gets scheduled based on the delay you've set in your sequence — no action needed on your part.

You can see all scheduled messages and their send times in the lead's timeline.

#What happens next

Messages send automatically during business hours (8am–8pm in your lead's timezone). If a lead replies, you'll get a notification and can respond directly from the lead timeline. The sequence pauses automatically when a reply comes in so you don't keep blasting someone who already responded.