Leadsurance
Leadsurance is a lead management and tracking software designed for insurance agents and brokers. It allows users to organize, score, and nurture leads through customizable workflows and automations.
lead-management
insurance
crm
sales-automation
Leadsurance: Lead Management & Tracking Software
Organize, score, and nurture leads with customizable workflows and automations, designed for insurance agents and brokers
What is Leadsurance?
Leadsurance is a software designed specifically for insurance professionals to manage, track, and nurture sales leads effectively. Its key features include:
- Centralized dashboard to view and manage all leads from one place
- Scoring and grading leads based on fit, profile, and engagement metrics
- Setting up automated lead nurturing workflows with emails, tasks, and reminders
- Built-in phone integration, call tracking, and note taking capabilities
- Customizable fields and values for enhanced segmentation
- Real-time notifications and alerts for lead activity
- Robust reporting and analytics on lead volume, source, status and other KPIs
- Integrates with popular CRM and insurance backend systems
Leadsurance aims to systematize lead management for higher lead to close rates. Its automation and customizations fit into the way insurance agents prefer to work while streamliningrepetitive tasks. Pricing is subscription-based per user per month.
Leadsurance Features
Features
- Lead scoring
- Lead routing
- Lead nurturing
- Email automation
- CRM integration
- Customizable workflows
- Contact management
- Calendar/scheduling
- Reporting and analytics
Pricing
- Subscription-Based
Pros
Helps organize and prioritize leads
Automates lead follow-up
Integrates with popular CRMs
Customizable workflows
Lead nurturing features
Affordable pricing
Cons
Steep learning curve
Limited custom reporting
No mobile app
Official Links
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