Getting started
Set up your agency profile, phone, first lead, follow-up preferences, calendar, and provider connections.
Open Launch Center →Answers that keep the agency moving.
Go directly to the workspace you need, or reach a person at support@echelonlife.net.
Leads and conversations
Import a CSV, connect a vendor webhook, review consent, and keep every personal follow-up in one thread.
Open Leads →Campaigns and ads
Choose a product template, customize the message and creative, preview placements, and publish only after compliance review.
Open Campaigns →Underwriting navigator
Capture the complete fact pattern, compare current source guides, and confirm the final path with the carrier.
Open Underwriting →Licenses and A2P
Store credentials, send expiring links, prepare campaign registration, and preserve opt-in and opt-out evidence.
Open A2P workspace →Billing and access
Manage Stripe Checkout, invoices, payment methods, cancellations, roles, and individual licensed seats.
Open Billing →ACCOUNT AND DATA
Request deletion →Delete your Echelon account
Sign in, open Account settings, and choose Delete account. If you cannot sign in, email support from the address on the account and request account deletion. Deletion removes the Echelon user account and associated workspace data except information that must be retained for legal, security, fraud-prevention, or billing obligations.
NEED A HUMAN?
Email support →Direct support
Include your account email, the workspace area, what you expected, and a screenshot without passwords, secret keys, or consumer medical information.