Getting StartedMarch 27, 20261 min read

SecureMyLead Setup Guide: Get Your Account Ready in Minutes

Set up your SecureMyLead account in minutes - get your dedicated phone number, configure your follow-up sequences, and start closing more leads automatically. Step-by-step guide for insurance agents and trades businesses.

SecureMyLead onboarding setup guide — automated text follow-up software for insurance agents and trades businesses

Welcome to SecureMyLead

When you first sign up, you'll be taken through a short onboarding flow. This sets up your workspace and provisions a dedicated phone number so your follow-up texts come from a real local number — not a random shortcode.

Step 1 — Enter your business info

You'll be asked for:

    Your full name — used in message templates as {{my_name}}Your company name — shown in templates as {{business_name}}Your US state — used to provision a local phone number in your area
SecureMyLead — Onboarding
SecureMyLead

Let's get you set up

This takes less than a minute. We'll provision your dedicated phone number at the end.

1
Business info
2
Your phone number
3
Done

Tell us about your business

Alex
Rivera
Rivera Insurance Group
Texas

We'll provision a local Texas number for your account.

Step 2 — Your dedicated number gets provisioned

Once you complete onboarding, SecureMyLead automatically provisions a dedicated US phone number in your selected state. This number is yours — it's registered to your account and linked to an approved A2P messaging campaign so your texts actually reach your leads.

You can view your assigned number anytime under Settings → Twilio.

Step 3 — You're in

After onboarding you'll land on the Dashboard. From here you can add your first lead, browse your default follow-up sequence, and customize your message templates.

SecureMyLead — Dashboard
SecureMyLead
Dashboard
Leads
Sequences
Templates
Help
Settings

Dashboard

Open Leads

24

Sent (7d)

61

Unread Replies

2

Needs Attention

Maria Lopez

No contact in 8 days

James Kim

Replied — awaiting response

Dana White

Renewal in 3 days

Your trial starts immediately — no credit card required to get going.

Respond to new leads in under 5 minutes

SecureMyLead automates SMS follow-up so you never lose another lead to a slow response.

Start your free trial →

No credit card required.