NextGen leads: you pay at auction, and the minutes after delivery are yours

You buy NextGen leads at auction, one lead at a time

NextGen runs a second-price auction. In its own example, one buyer bids the $10.00 minimum, another bids $12.00, and the winner is charged $10.01. NextGen lists “starting at” prices. What you actually pay moves with what the other agents bid. Calls are billed by length, “so you only pay for calls that you’re able to qualify.”

Opening an account and using it is free. You pay for the leads you receive, from a balance NextGen can require you to fund in advance, and auto-funding can top it up when it runs low. Let the balance run short and NextGen’s terms let it hold back your leads. In the Buyer Dashboard you set your filters, target states, campaign hours and budget, and NextGen sends leads only inside those hours.

Read NextGen’s terms before you scale up

NextGen’s platform page says “All leads are sold in real time, and exclusive means exclusive.” Its terms say leads “are provided on a non-exclusive basis for a specific type of product or service for which the consumer submitted the online form.” Those two don’t match, and neither says how many agents can buy the same shopper. Ask NextGen in writing. If the answer is more than one, the first agent to call has the edge.

You can return a data lead with bad information from your account. NextGen processes returns daily, up to a cap that depends on the vertical, and reviews live transfers daily with no cap. The terms add that purchases can’t be cancelled and fees paid aren’t refundable. Bad information is the return reason NextGen names. A good lead you called an hour late is just a lead you paid for.

How to get each NextGen lead called as soon as it reaches Callingly

You paid for the lead the second it sold. Don’t let it sit in an inbox. Callingly calls NextGen’s data leads; a call lead is already a shopper on the line with you. Each data lead carries whatever the shopper typed into the form, plus their name, address, email and phone as available. NextGen delivers leads “via email, Dialer or CRM integration” and says it can integrate with “virtually any CRM or dialer.” But it names no CRMs and documents no API or Zapier app. So you have two ways in. By email:

1. 1 In Callingly, add an email integration. It gets its own @mail.callingly.com address and sends its leads to the team you pick.
2. 2 Have NextGen deliver your leads to that address, or forward NextGen’s lead emails to it with a rule in your inbox.
3. 3 Send a few test emails, then tell Callingly support. They set Callingly up to read NextGen’s email format within a few business hours.
4. 4 Send a test lead through. Calls begin within a few minutes of the email.

Or through your CRM. If NextGen posts your leads into a CRM that Callingly connects to, either directly, like HubSpot, or through Zapier, start the Callingly call from the CRM instead. Ask NextGen which CRMs it posts to.

Either way, set NextGen’s delivery schedule to your team’s call hours. The AI Agent dials only inside those hours, and only between 8 AM and 9 PM in the lead’s time zone, so a lead that lands after 9 PM where the shopper lives doesn’t get a call that night. Don’t pay for leads nobody can call yet.

What happens when the AI Agent calls

Within your team’s call hours, each new lead gets a call from the AI Agent as soon as it reaches Callingly, plus texts in the same sequence if you want them. The AI Agent asks your qualifying questions and warm-transfers the live lead to a licensed agent who’s free. When nobody is, it offers a callback at a time the lead picks. When the lead doesn’t answer, the followup sequence keeps calling and texting on your schedule, so NextGen’s “try again later” never depends on someone remembering.

The same route works for SmartFinancial leads and the rest of an insurance agency’s lead flow. For leads that come in at night, see after-hours insurance leads.

NextGen lead questions

How much do NextGen leads cost?

Prices start at $4 a data lead ($8 for Medicare) and $35 a call ($45 for Medicare), and the auction sets the rest. The number NextGen itself points to is cost per sale: its FAQ says most health insurance agents reach $150 to $300. That’s NextGen’s figure, so check it against your own close rate.

Should I buy NextGen data leads or calls?

A call costs several times what a data lead does, and the difference buys you a shopper who’s already on the line. Buy calls if your agents would rather talk than dial. Buy data leads if you can call each one the moment it lands and keep calling until they answer.

Are NextGen leads exclusive?

NextGen’s marketing says yes, and its terms say “non-exclusive.” Until NextGen confirms it in writing for your account, treat every lead as one another agent might be calling too.