Lead Management
CRM Pipeline Built for
Insurance Agencies
Drag every lead from first contact to sold on one board. Built around how agencies actually work a prospect list.
Drag-and-Drop Kanban Board
Move a lead from one stage to the next with a drag. Every board starts at New Lead and ends at Sold. The stages in between are yours to name.
Card Detail Popup
Click a card and everything about that lead is right there: what they told you, what your team said, files, and who did what.
Card Age Indicators
Cards change color as they sit. Green is fresh, yellow needs attention, red has been waiting too long.
Follow-Up Scheduling
Pick a date and the card disappears until then. It comes back on its own the morning you asked for it.
Split Credit & Shared Deals
Worked a deal together? Split it 50/50 in one drag. Both names go on the sale and both get paid.
Dead Lead Archive
Leads that go nowhere get filed away instead of deleted, so you can work them again later. Bad phone numbers are flagged separately for your lead vendor.
Lead Import & Lead Vendors
Send us your spreadsheet and our support team loads it for you, columns matched. Or give your lead vendor a web address that belongs to your agency, and every lead they post lands on the board.
Lead Archive & Renewal Management
Old prospects get their own boards for renewals, cross-sell and win-back, and a follow-up date brings each one back on the day you want to call.
Per-User Pipelines & Role-Based Visibility
You and your managers see the whole agency. Producers see their own leads. You can pull up anyone's board from the sidebar.
Real-Time Pipeline Refresh
New leads land on the board on their own, no refreshing. Each one shows where it came from so the fresh ones stand out.
See the pipeline in action
Start your free trial and send us your lead list. Our support team loads it for you.