Capture insurance leads from multiple sources, automate policy renewals, nurture prospects with
personalized communication, and track commissions to grow your insurance business faster.
ANALYTICS
Track policy originations by type, renewal rates and success, agent productivity, customer acquisition cost,
and commission earnings with real-time insurance analytics and performance insights.
Policy Origination & Conversion Analytics
Renewal Success Rate Tracking
Agent Productivity & Commission Reports
CAMPAIGN CREATION
Create engaging WhatsApp, SMS, and Email campaigns for policy promotions, renewal reminders,
claims support, and customer retention with automated workflows.
Pre-built templates for health insurance, life insurance, auto insurance,
business insurance, and renewal campaigns with compliance requirements.
Segment prospects by policy type, coverage amount, claim history,
renewal status, and premium range for targeted messaging.
Already Join 15K+ Business Using LeadX
INSURANCE INDUSTRY SOLUTIONS
Capture leads for health, life, auto, home, business, and specialty insurance. Organize by policy type,
coverage amount, claim history, and premium budget for precise targeting.
Automate policy renewal reminders via WhatsApp, SMS, and email with intelligent scheduling based on
policy expiry dates and customer preferences. Never miss a renewal opportunity.
Provide instant claims support through WhatsApp chatbot and live agents. Guide clients through claim filing,
documentation, and approval process with automated workflows and notifications.
Track policy sales, renewals, and commissions earned by each agent with detailed performance analytics,
leaderboards, incentive calculations, and real-time reporting dashboards.
Manage policies from multiple insurance companies and coordinate multiple agents in one unified platform with
company-specific workflows, commission structures, and performance tracking.
INTEGRATIONS
Stay connected with your leads on the go. Manage conversations, track activities, and never miss an opportunity with our mobile apps.
Client Success Stories
Discover how companies across India are using LeadX to unify Sales, Support,
and Marketing
and drive measurable business growth
Project Manager
LeadX streamlined our lead handling completely. With WhatsApp and email automation.
Sales Director
AI-powered lead scoring helped our sales team prioritize serious buyers and close deals faster.
Marketing Manager
The analytics and reporting tools helped us optimize campaigns and significantly improve ROI.
Business Development Head
CRM integrations made LeadX the backbone of our sales operations.
Digital Marketing Lead
Multi-channel automation helped us generate 60% more qualified leads efficiently.
Operations Manager
Automation workflows reduced manual effort and improved lead follow-up consistency.
Customer Success Head
Support and engagement workflows improved customer satisfaction across channels.
Founder
LeadX helped us scale from startup to growth-stage efficiently.
Growth Strategist
Real-time analytics gave us the clarity needed to make faster marketing decisions.
Regional Sales Manager
Automated follow-ups and CRM sync ensured no lead was lost across regions.
FAQ
