Your leads are managed, your deals are closed, and your reputation grows. The real question is: How?
Spend less time managing and more time closing with our all-in-one CRM.
Capture new prospects 24/7 — even while you're off the clock. Custom landing pages and forms that guide visitors straight to booking a call.
Clients book on their own — no texting, no calling, no waiting. Automated reminders keep them committed and reduce last-minute drop-offs.
Built around how real insurance clients think, respond, and make decisions. Follow-up messages that feel natural, personal, and right on time.
Your time is valuable — don’t spend it chasing leads or managing scattered tasks. Our smart CRM system automates follow-ups, books appointments, and helps you keep clients for life. Let your business run smoother, faster, and smarter.
Your calendar updates in real time, so you're always in control
Automate the first step so you're only talking to people who are ready to go. Proven sequences that move people from curious to committed — without being pushy.
Every Message. Every Platform. One Dashboard. Respond Faster. Close More. No Lead Slips Through the Cracks—Ever.
From Quote to Close. See every lead's status at a glance — no guesswork, no spreadsheets. Instantly spot who needs a follow-up, who's ready to close, and who's gone cold.
Effortless A2P Approval (We Handle It)
Done-for-You Account Setup
Step-by-Step CRM Course Covering Every Feature
Quick and Simple Process
Dedicated Support at Every Step
Your calendar updates in real time, so you're always in control
Lead capture and automated workflows
Automated follow-ups and reminders
Personalized performance dashboard
Priority Customer Support
Seamless tool integration
24/7 access and control
Regular updates and new features
The CRM includes everything you need, but there are additional charges for SMS, phone calls, and emails, based on your actual usage.You only pay for what you use.
Yes, the dialer comes with an additional cost. However, it includes unlimited calling with no per-minute charges. It also unlocks essential features like spam protection and advanced call tools, which are fully explained inside your account.
Not at all. We take care of the full setup for you, and you’ll also get access to a step-by-step CRM course that walks you through how to use every tool. If you’re comfortable with basic software, you’ll be up and running in no time.
Yes! You can easily import any list in CSV format, and we’ll help you get everything loaded into the system.
Yes! You can access the CRM through the LeadConnector app, available on both iOS and Android. It lets you manage leads, conversations, and tasks right from your phone.
Now it's your move.
Automation That Works the Way You Do. Your Personal Performance Dashboard—Built to Make You Better.
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