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.

Cross-sales in insurance - feature

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.

Speed-up your Prospecting Efforts - insurance agency CRM

Insurance cross-sell engine - automated campaigns

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.

Insurance cross-sell engine - signals
Insurance Agency CRM - built-in dialer

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.

Renewal and retention automation - insurance agency CRM
customizable email - insurance agency CRM

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!

Connects with all the tools - insurance agency crm

Build a Profitable Agency. Get Actionable Insights and Reports

Identify the top producers, top channels and more

Helping 2000+ Businesses Sell More, Faster

Pepper Financial Services Group - Andrew Day

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

Insurance CRM - Pepper Financial Services Group

Want to see LeadSquared in action?