Know whether your agents are actually working your leads.
A CRM built for insurance agencies: bulk lead import, a prioritized call queue for every agent, and a team dashboard that shows exactly who's calling, who isn't, and what's falling through.
The problem
Buying leads is easy. Knowing what happens to them isn't.
Bought leads go cold
Leads get imported and then just sit. Nobody can tell which ones were actually called and which were never touched.
No visibility into your team
You don't know who's making calls, who's avoiding the phone, or which reps are actually converting their book.
Follow-ups fall through
A promised callback with no system behind it is a lead you already paid for, quietly turning into a lost one.
What it does
Everything a lead needs between "imported" and "sold."
Bulk lead import
Upload a CSV of purchased or referred leads at once. Duplicates against your existing book are caught automatically.
Prioritized work queue
Every agent opens the Workbench and sees exactly who to call next — new leads, overdue follow-ups, scheduled callbacks, and replies, in order.
Call outcome logging
Every call gets logged with an outcome, and the next follow-up gets scheduled in the same motion — no separate step to forget.
Team dashboard
See who's actually working their leads: per-agent lead counts, contact rates, and outcomes, kept current automatically.
Appointment scheduling
Book, reschedule, and track appointments on a shared calendar — by agent, or across the whole team.
Multi-carrier quoting
Compare live quotes across carriers for a lead without leaving their record, then save the one you're moving forward with.
Org-wide do-not-contact
Once a lead opts out or asks not to be contacted, every agent in your org sees it — nobody accidentally calls or texts them again.
Built for teams
One dashboard for every agent's activity — not just your own.
The Team dashboard rolls every agent's calls, leads, and outcomes into one view, so you're never guessing who's carrying their weight.
- Per-agent lead counts
- How many leads each rep is carrying right now.
- Contact rate
- Connected calls as a share of calls made, broken out per agent.
- Outcomes by type
- Interested, appointment set, not interested, sold, and more — per rep.
- Overdue follow-ups
- Which agents have promises on the books they haven't kept yet.