Starting with health and Medicare. Built with room for what comes next.
01
Medicare Supplement
↗
PLAN G · PLAN N
Beneficiaries shopping Plan G and Plan N, with the quote they asked for and the consent they gave attached to the record.
Sold once — exclusive on this platform.
02
Medicare Advantage
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MEDICARE ADVANTAGE · PART D
Connect with consumers exploring Medicare Advantage and Part D, with the consent record they gave attached to the lead.
Exclusive only — exclusive on this platform. Never cascaded to a second agent.
03
Health Insurance
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INDIVIDUAL · FAMILY · ACA
Reach individuals and families exploring ACA Marketplace coverage, including shoppers with a qualifying special enrollment opportunity.
Take it exclusive on this platform, or share it with at most two other agencies for less.
A clear word on exclusivity. “exclusive on this platform” means the lead is sold once within ClientHatch. Consumers may have submitted requests on other websites.
02 / FROM SETUP TO CONVERSATION
A SIMPLE WAY FORWARD
Less in your way. More within your reach.
You’re in control from the first deposit to the next opportunity.
01YOUR BALANCE
Make room for growth.
Create your account and fund your balance with $250 or more. No subscription or monthly minimum to work around.
BillingIllustrative preview
Available to spend$1,260.00About 15 days of leads at your recent pace
Today1 week2 weeks30+ days
An estimate, not a promise. It assumes your last 7 days of spend carry on, so a busier week uses your balance up faster.
Cash
$1,010.00From your deposits
Promotional credit
$250.00Spent first. Not cash.
Account activityEverything added to or spent from your balance, newest first. Lead purchases open the lead they bought.
A new lead can alert you in the app, by email, by push notification, and by text if you opt in. Push and text alerts show the city, state and age, never the consumer’s name.
Already working from another CRM? ClientHatch has setup templates for GoHighLevel, Radiusbob, Ricochet360, Ringy, AgencyZoom, boberdoo, Zapier and Make, or you can use any HTTPS endpoint. Every lead also lands in the built-in CRM.
Delivery logNewest first. Anything that failed says whose side the problem was on.
Today 9:42 AM Delivered HTTP 200
Susan P. Replay66 · Tulsa, OK · Medicare Supplement
Replay of the 9:10 AM attempt, with your corrected field map. Your CRM accepted it.
Today 9:10 AM Refused HTTP 200
Susan P. 66 · Tulsa, OK · Medicare Supplement
Replay
Your CRM refused itYour CRM answered 200, but its reply matched a refusal rule, so this is logged as refused rather than delivered.
What they said{ "success": false, "message": "zip is required" }
Illustrative preview. Sample data.
06 / EXPERIENCE BEHIND EVERY CONNECTION
A new platform. A familiar commitment to growth.
ClientHatch brings Optimize.Ad’s performance marketing and technology expertise to independent insurance agents. The same focus on better consumer experiences. A new way to put it to work for your agency.
Counts are leads actually sold on ClientHatch in the window shown, not inventory estimates. They move with the season.
TrainingIllustrative preview
Help · Learning centerLearning center
2/82 of 8 readPick up anywhere on the path.
Your path 8The order we suggest. Each guide stands on its own, so start anywhere.
Setting up a campaignStates, schedule, budget and your first bid.Read
Bids and pricesWhat your max bid means and what a lead costs.Read
The first callUp nextWhat to say when you reach a new lead.Not started
The seven-day follow-upWho to call back, and when.Not started
More guides follow on the path: recording outcomes, returning a lead, getting set up and the Medicare calendar.
Illustrative preview. The learning center is on the way; guide names and reading progress are sample data.
08 / LEARN AS YOU GO
A learning center, on the way.
A built-in learning center is on the way, with guides on campaign setup, bidding, the first call and follow-up. The guide names in the preview are samples.
ClientHatch is built for licensed insurance agents who want more control over buying leads. Start with Medicare Supplement, Medicare Advantage or Health Insurance. Our current Health Insurance offering focuses on ACA Marketplace shoppers. Health leads are not sold to agents in Maryland or Washington at launch.
02
What does “exclusive on this platform” mean?
Once you win a lead that is exclusive on this platform, ClientHatch does not sell it to another agent on ClientHatch. Medicare leads use this model. ACA leads may be exclusive or shared with up to two other agencies. A consumer may have requested information on other websites; exclusivity here does not make a claim about those sites.
03
Do I need a subscription or a long-term contract?
No. There is no subscription, seat fee or minimum monthly spend. Creating an account is free. When you are ready to buy leads, each deposit is at least $250. You choose your campaign settings and when to fund your balance.
04
How much does a lead cost?
Prices depend on the lead type, campaign criteria and auction. Set your maximum bid and review the applicable floor before buying. You never pay more than your max bid, plus applicable sales tax.
05
What if there’s a problem with a lead?
Submit an eligible return within 30 days of delivery. Duplicates, filter mismatches and missing consent proof are approved automatically within 72 hours and do not count against your 10% monthly allowance, measured by purchase amount. Approved returns credit your refundable cash balance. The full returns policy explains eligibility and review.
The consumer’s consent record is attached to the lead so you can review it before reaching out. Your agency remains responsible for its outreach practices.
