Insurance Agency CRM + Smart Sales Automation
Be your clients’ agency of choice. Customize your sales processes and client journeys based on your agency type: Health and Life or Property and Casualty.
Don’t let your producers get sidetracked
Replicate your top producer’s process for others to follow, automatically
Empower your producers with automation
Automated Workflows
For your quotes, producers, cross-selling opportunities, and retention.
Quote Form Builder
Self-serve portals to build your quote forms.
Producer Accountability
Process transparency helps make your producers more accountable
Mobile CRM
Day plans for your field agents, with real-time geo-tracking.
Integrated Dialer
Out-of-the-box integration with ALL the popular dialers.
Goal Setting
With live achievement reports for producers, teams, or groups.
Automated Lead Capture
Capture leads from every single channel – digital, call, or manual.
Email, text, and social campaigns
Automate omnichannel engagement for prospects.
Cross-sell and upsell signals
Capture up-sell & cross-sell signals to improve retention.
Custom dashboards & analytics
Analyze the performance of your producers, policies, and partners.
Speed-up Online Quotes Process
Use Lead Forms on your website to trigger automated emails and activities. When a prospect fills out your form, automatically assign an agent to follow up with them and/or send the prospect an email letting them know you received their information. Always remain on top of your prospecting efforts.
Track your prospects/clients and connect at the right time
Know what your clients/prospects are doing on your website and take action immediately.
Spot cross-sell opportunities automatically and run campaigns to encourage your clients to get all the relevant policies they need from you alone! You can notify your producers of these opportunities automatically as well.
Spot cross-sell opportunities to increase customers’ wallet share
Picture this: When a Medicare client (who doesn’t hold a dental plan) visits your Dental Insurance page and spends 10 minutes there, before dropping off – it’s a clear sign that they are interested in the dental plan as well. Notify your agents automatically – and send automated offers to the client if you want.
Auto Dialer & Cloud Phone System
Call leads faster without compromising outstanding customer experience. Your click-to-call, predictive, or progressive dialing options allow you to out-dial competitors to connect with leads faster.
Increase retention & win back rates with automated, timely communication
Increase retention with automation. You can automate policy renewal reminders, premium reminders, and more. Even if customers terminate, you can bring them back by reaching out to them just at the right time.
Pre-built / customizable email and text templates
Build high-performing email and text campaigns easily. Non-coders and non-designers can build emails with ease. Get higher opens and clicks by personalizing each aspect of your email marketing campaigns. Just pick and edit a template that matches your agency and the purpose, edit and send it in no time
Connects with all the tools you use and love
LeadSquared integrates with all the tools your agency uses – either directly, via APIs, or Zapier. Connect your core Agency Management System, dialers, IVR and telephony tools, marketing and lead generation channels, chatbots, your email inbox, and 100s of other tools and channels!
Build a profitable agency. Get actionable insights and reports
Identify the top producers, top channels and more
Helping 2000+ businesses sell more, faster
LeadSquared helps us manage our partnerships with carriers & agents, and our internal processes across the sales cycle. It is a key part of our digital ecosystem that will enable us to build great customer experiences and deliver value back to the business.
Andrew Day
Global Chief Data Officer
