Lead Submission
A polished, mobile-friendly form collects all required Medicare lead fields (Jornaya ID, DOB, address, and more) with server-side validation and duplicate checks by phone + insurance ID.
Submit a lead →Modern Lead Intake & Agent Assignment
MedicareLocazee streamlines compliant lead collection, pre-checks, and real-time agent assignment so your team can focus on people—not paperwork.
10/10
Max leads per agent (configurable)
Live
Active-only agent dropdown
Secure
CSRF + server validation
Pre-Check
Quickly verify a phone and insurance ID before a full submission to keep your pipeline clean and reduce rework.
Run a pre-check →Agent Management
Add agents, control active/inactive status with a toggle, set Call Assign capacity, and auto-generate individual agent pages.
Manage agents →Live Assignment
The lead form shows only actively-toggled agents. Agent pages display assigned leads in real time and decrement capacity automatically.
View dashboard →How it works
- Collect. Submit the lead with validated inputs.
- Deduplicate. Phone + Insurance ID are checked server-side.
- Assign. Choose an Active agent from the live search dropdown.
- Track. Agent pages and the dashboard reflect assignments instantly.
Built-in protections
- CSRF tokens on all forms
- Server-side validation & error handling
- Duplicate blocking (phone + insurance ID)
- No default-filled fields, user-first UX
Performance & UX
- Mobile-first, responsive layout
- Delightful micro-animations
- Accessible focus states & labels
- Modern, readable typography