Lead Management Software for Insurance
Capture policy enquiries from every source, assign each one to the right person, and follow up automatically until the policyholder decides.
- 14-day free trial
- No credit card required
- Onboarding assistance included
What holds agents and brokers back
Renewals slip
Renewal dates tracked by hand are easy to miss.
Quotes go cold
Prospects who are not followed up after a quote rarely come back.
Leads passed by phone
Details get lost when leads are handed to agents informally.
How agents and brokers use lead management
Capture every policy enquiry
Leads from ads, forms and referrals arrive in one pipeline.
Assign with the details attached
Policy type and coverage need travel with the lead to the agent.
Track quotes to issuance
Follow each quote and document request until the policy is issued.
What you get
Capture from every source
Facebook Lead Ads, website forms, CSV imports and integrations feed one pipeline.
Deduplicate and assign
Duplicates are merged and each lead goes to the right rep.
Score and prioritise
Lead scoring surfaces who to contact first.
Track the pipeline
Follow every deal by stage, with the full history on the record.
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.
Works with the tools you already use
Bring leads in from your existing channels and keep everything in sync.
More ways to use LeadX
More for Insurance
Lead Management Software for other industries
Ready to Convert More Leads?
Join thousands of businesses that use LeadX to capture, engage,
and convert
more leads with our intelligent lead management platform.
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