Features Lead pipeline (CRM)
Insurance CRM and lead pipeline
Every lead on one board.
New leads, quotes, and requotes in columns your agents work all day. Each card holds what they pay now, the savings you found, your notes, and the next call due.
- In every seat
- Every source tracked
- Month to month
How it works
Leads move. Nothing slips.
Leads land in New Leads
Vendor leads, imports, and referrals drop into a shared pool that agents claim.
Agents quote
What they pay for auto and home, and the savings you found, go on the card.
Follow-ups come due
Set a requote date and the lead comes back to the desk that day.
Mark it sold
Log the sale and the leaderboard moves. The customer joins your book.
What's included
The CRM your agents actually use.
- A board with New Leads, Working, Quoted Hot, Texted, Quoted, and Requote
- What they pay for auto and home, and the savings, on every card
- Notes, the next call due, and every call and text on the lead
- A shared pool of new leads that agents claim
- Overdue follow-ups come before new leads
- Requotes on the date you set
- Every lead source tracked
- Clients-Shopping flags your own clients when a vendor sends them
The CRM is included.
A CRM on its own typically lists around $45 per agent a month. Here it comes in the same $19 seat as the phone system, Power Dial, texting, and AI call coaching.
Lead pipeline (CRM)
Common questions
Can we import the leads we already have?
Yes. Upload a spreadsheet and it matches the columns. Leads go into New Leads, customers, or renewals.
Does it replace our agency management system?
For life and health agencies, it can: policies, renewals, and commissions live here, and commission statements are read and filed on their own. P&C agencies keep their AMS and sell and follow up here.
Can agents hoard leads?
No. Overdue follow-ups come first: agents work those before they can take more new leads.
Works with
More in the same login.
From $19 per agent a month
Put every lead on one board.
Rather talk now? Call (502) 289-8495 or text us