$695 Setup Fee + 60 Day Free Trial

60 day trial
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To obtain access to Lead Manager Training and our Services, you will be required to complete a registration. You will be asked to (a) provide certain registration details or other information; (b) to establish an account specific to you ("Account") by choosing the Service Plan to be provided by us under the terms and pricing set forth at https://leadmanagertraining.com/services; and (c) to pay a one time SET UP fee. By signing up for your Account, you agree to pay the Annual Continual Education Service Plan you selected ("CONTINUAL EDUCATION & SETUP").

To create your Account, to login to the Site, and/or to participate in any Services offered by the Site, you must qualify and agree to the conditions set forth below. Failure to qualify and continuously abide by any of the following conditions constitutes a breach of these Terms and may result in the termination of your Account and authorization to use the Site and the Services. Specifically, you agree that:

  • You are either (a) an Allstate Agent (b) a Sub-producer at an Allstate Agency. We expressly reserve the right (but do not have the obligation) to request proof of your Allstate Affiliation, at any time;
  • All information that you provide in your registration form with us for the purposes of establishing your Account is true and correct and you will promptly notify us of any changes to such information;
  • All information that you provide to us about your business has been provided with the consent of the business owner.
  • Your Account is for your business's sole use only and must not be used by any third party. You shall not allow any third party to use your Account, password, login, or user ID to access or use the Site, to arrange, enter, and/or participate in Services, or for any other purposes. We take no responsibility for any third-party access to your Account. You shall notify us promptly of any unauthorized use of your password and identification and/or breach. You accept responsibility for all activities that occur under your Account, user ID, or password and all such use shall be deemed to be authorized by you;
  • You have verified and determined that your use of the Site and the Services does not violate any law or regulation in any jurisdiction that applies to you. It is your sole responsibility to ensure that this is the case;
  • You will not use the Site or the Services for fraudulent or otherwise illegal purposes;
  • You will ensure that all use of your Account fully complies with these Terms. We may suspend or terminate your access to the Site and the Services without notice to you in the event that you do not use the Site or the Services for an extended period of time.


Your Account must be registered under your current Business Legal Name, your email address, and your current business address. It is your responsibility to keep your e-mail address current. If you need to update your email address, please contact [email protected].

To access the full functions of the Site, you must have a valid Account established. Further, you must meet all the conditions described throughout these Terms.


We reserve the right (but do not undertake the obligation) to conduct a review, at any time, to validate your Account information and/or to ensure that your participation in the Site and use of the Services does not breach these Terms and/or any applicable law. You authorize us and our agents to make any inquiries of you and for us to use and disclose to any third party we consider necessary to validate this information. To facilitate the foregoing validation, you agree to provide sufficient information or documentation as we, in our discretion, may request. If you do not provide such information within thirty (30) days of our request, if your responses are incomplete or otherwise insufficient, or if we cannot verify the information applicable to your Account, your Account may be terminated.


Payments to us for Service Fees for your Account must be made using means of payment that we may approve from time to time. We currently require payments be made by a major credit card (i.e., VISA & MasterCard). Payments must be made from a payment source on which you are the named account holder. Payments are not refundable for any reason.

You will be charged in arrears for Services rendered at the end of each month ("Billing Date"). If we do not receive the full amount of your Service Fees within fifteen (10) days of the Billing Date, your Account will be deactivated without further notice if payment is past due. If you do not pay the outstanding balance or otherwise contact us regarding reactivating your Account within thirty (30) days, we may permanently suspend or terminate your Account. We may change our fee structure at any time with thirty (30) days notice.

You agree that we will not be liable for any loss caused by any unauthorized use of your credit card or any other method of payment by a third party in connection with the Site or the Services. You waive your right to dispute any payment made into your Account and you will bear all costs.

Any attempt to defraud, through the use of credit cards or other methods of payment in connection with the Site or the Services, or any failure by you to honor charges or requests for payment will result in immediate termination of your Account and may result in civil claims and/or criminal prosecution against you.

In the case of suspected or fraudulent payment, including the use of stolen credentials, by anyone, or any other fraudulent activity, we reserve the right to block your Account. We shall be entitled to inform any relevant authorities or entities (including credit reference agencies) of any payment fraud or other unlawful activity and may employ collection services to recover payments.


We may use third-party electronic payment processors and/or financial institutions ("ESPs") to process financial transactions. When initially setting up your Account, you will have the ability to decide which ESP you want to process your payments. By selecting the ESP, you authorize us, as necessary, to instruct such ESPs to handle such transactions. You authorize us to give such instructions on your behalf in accordance with your requests as submitted on the Site for the use of Services. You acknowledge that each ESP has its own terms and conditions of use and that we are not responsible for said terms and conditions. In the event or conflict between these Terms and the ESP's terms and conditions regarding the Site or the Services, these Terms shall prevail.


Our Continual Education Services are provided on a year-to-year basis and Coaching Services are provided on a month-to-month basis. To provide continuous service, we automatically renew all paid subscriptions upon expiration ("Renewal Date"). By using the Site or the Services, you acknowledge that your Account will be subject to the above-described automatic renewals. In all cases, if you do not wish your Account to renew automatically, please follow the directions set out under the "Termination or Cancellations of Accounts & Refunds" section of these Terms.


We may terminate these Terms, terminate your access to all or part of the Site and/or Services, or suspend any user's access to all or part of the Site and/or Services, at any time, without notice to you, if we believe, in our sole judgment, that you or any user connected to you have breached or may breach any term or condition of these Terms, if we believe it is required by law, or otherwise. We may delete any Account Data or other materials relating to your use of the Site and/or our Services on our servers or otherwise in our possession. You acknowledge that we shall not be liable to you or to any third party for any termination of your access to the Site and/or our Services.

We reserve the right to terminate your Account for nonpayment if, by thirty (30) days after deactivation of your Account, you have not brought your Account balance current or contacted us regarding reactivation. If we terminate your Account, all of your Account Data may be deleted.

You may cancel at any time before the end of your first month, and you will not be charged for use of the Services. After the first month, you may cancel your Account before the Renewal Date, and your account will not be renewed, but you will be charged for the use of Services up to the date you cancel your Account.


Your Account will be deactivated immediately upon cancellation

You agree that termination or cancellation will not relieve you of any obligation to pay any accrued charges, unless otherwise stated above. You shall be charged the full amount of the fee for the month in which our Services were terminated. You agree to pay any outstanding balance in full within thirty (30) days of cancellation or termination of the Services.

Upon termination of your Account for any reason, we will return or delete any personal information regarding your Account at your request and choice.

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Lead Manager Setup +Continual Education

  • ACCESS To: 40+ (and Growing) Individual Training Videos.
  • ACCESS To: Live Monthly Training Events.
  • ACCESS To: Videos Showing How to Create & Implement Additional Strategies To Your Current Setup.
  • Folders
  • Email Templates
  • Workflows
  • Quick Actions
  • Web Lead Distribution
  • Shark Tank
  • My Company Setting
  • Agent Training - 1 hr Accountability Training on the Following:
    • Reports
    • LSP Calendars
    • Importing & Managing Leads
    • Folders
    • Quick Actions
    • Web Leads
    • Shark Tank Set Up & Management
  • LSP TRAINING - 2 hr LSP Sales Process Training on the Following:
    • Daily Routine
    • Schedule (Appointments & Tasks)
    • Shark Tank (Sorting & Searching)
    • Workflows
    • Quick Actions
    • Folders
    • Custom Dispositions