Without LeadX
Renewal dates are tracked in spreadsheets.
With LeadX
Renewal reminders go out automatically.
Insurance CRM & Lead Management
Platform for Higher Policy Sales
Capture insurance leads from multiple sources, automate policy renewals, nurture prospects with
personalized communication, and track commissions to grow your insurance business faster.
- 14-day free trial
- No credit card required
- Onboarding assistance included
ANALYTICS
Policy Sales & Renewal 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
Multi-Channel Insurance Campaigns
Create engaging WhatsApp, SMS, and Email campaigns for policy promotions, renewal reminders,
claims support, and customer retention with automated workflows.
Insurance Product Templates
Pre-built templates for health insurance, life insurance, auto insurance,
business insurance, and renewal campaigns with compliance requirements.
Smart Lead Segmentation
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
Complete Insurance Lead Management Suite
Multi-Product Policy Lead Management
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.
Intelligent Policy Renewal Automation
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.
24/7 Claims Assistance & Support
Provide instant claims support through WhatsApp chatbot and live agents. Guide clients through claim filing,
documentation, and approval process with automated workflows and notifications.
Agent Productivity & Commission Tracking
Track policy sales, renewals, and commissions earned by each agent with detailed performance analytics,
leaderboards, incentive calculations, and real-time reporting dashboards.
Multi-Company & Multi-Agent Management
Manage policies from multiple insurance companies and coordinate multiple agents in one unified platform with
company-specific workflows, commission structures, and performance tracking.
The journey
From first enquiry to closed deal
How Insurance teams run their pipeline on LeadX.
- 01
Enquiry
Capture policy leads from ads, forms and referrals.
- 02
Advise
Assign to an agent with the policy type and coverage need.
- 03
Issue
Follow up on quotes and documents until the policy is issued.
- 04
Renew
Automate renewal reminders on WhatsApp, SMS and Email.
Problems solved
What changes for Insurance teams
Without LeadX
Leads are passed to agents by phone.
With LeadX
Leads are assigned with policy type and coverage need attached.
Without LeadX
Quotes are chased when someone remembers.
With LeadX
Follow-ups run until the policy is issued.
Worked example
A day in the pipeline
A prospect requests a quote from an ad. The lead is assigned to an agent with the policy type recorded, follow-ups run until documents are received, and a renewal reminder is scheduled automatically.
Who it is for
AgentsNever miss a renewal or a quote follow-up.
Agency ownersSee every agent's pipeline.
BrokersManage clients across products in one place.
Integrations
Connects to the tools Insurance teams already use
Bring leads in from your existing channels and keep everything in sync.
Popular features
What Insurance teams use most
Related solutions
More ways to use LeadX
More for Insurance
Our lead management platform
is trusted by over
2,000 businesses worldwide
K
Active Users
K
Downloads
%
Automation
INTEGRATIONS
Connect with Your Essential
Business Tools
Mobile Access to
Your Leads
Stay connected with your leads on the go. Manage conversations, track activities, and never miss an opportunity with our mobile apps.
Client Success Stories
Trusted by Teams who
Grow Faster
Discover how companies across India are using LeadX to unify Sales, Support,
and Marketing
and drive measurable business growth
Ananya Sharma
Project Manager
LeadX streamlined our lead handling completely. With WhatsApp and email automation.
Rohit Mehta
Sales Director
AI-powered lead scoring helped our sales team prioritize serious buyers and close deals faster.
Neha Iyer
Marketing Manager
The analytics and reporting tools helped us optimize campaigns and significantly improve ROI.
Amit Verma
Business Development Head
CRM integrations made LeadX the backbone of our sales operations.
Pooja Kulkarni
Digital Marketing Lead
Multi-channel automation helped us generate 60% more qualified leads efficiently.
Sandeep Rao
Operations Manager
Automation workflows reduced manual effort and improved lead follow-up consistency.
Kavita Desai
Customer Success Head
Support and engagement workflows improved customer satisfaction across channels.
Arjun Malhotra
Founder
LeadX helped us scale from startup to growth-stage efficiently.
Rina Patel
Growth Strategist
Real-time analytics gave us the clarity needed to make faster marketing decisions.
Vikram Singh
Regional Sales Manager
Automated follow-ups and CRM sync ensured no lead was lost across regions.
FAQ
Answers to Your Frequently
Asked Questions
Is LeadX suitable for Insurance businesses?
Complete insurance CRM platform for insurance agents, brokers, agencies, and companies.
What does a typical Insurance workflow look like in LeadX?
A prospect requests a quote from an ad. The lead is assigned to an agent with the policy type recorded, follow-ups run until documents are received, and a renewal reminder is scheduled automatically.
What can Insurance teams automate with LeadX?
Renewal reminders go out automatically. Leads are assigned with policy type and coverage need attached. Follow-ups run until the policy is issued.
Which tools does LeadX connect to for Insurance teams?
LeadX integrates with Facebook Lead Forms, Google Ads, WhatsApp Business, MSG91, Razorpay and Gmail, among others.
Who in a Insurance business uses LeadX?
Agents: never miss a renewal or a quote follow-up. Agency owners: see every agent's pipeline. Brokers: manage clients across products in one place.
Is there a mobile app available?
Yes, LeadX offers a mobile app so you can manage leads, respond to messages, and check analytics on the go.