#1 Insurance Agency CRM for the Digital Age
Organize your sales, marketing, service operations, and channels. Grow your book of business, faster.
BOOSTING SALES EFFICIENCY FOR 200,000+ USERS WORLDWIDE
Don't let your agents get sidetracked
Pre-build step-by-step processes for agents to follow.
Pre-build step-by-step processes for agents to follow.
Empower your agents with automation
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Automated Workflows
For your leads, agents, policies, carriers, and partners. -
Sub-agent Portals
Self-serve portals for sub-agents to organize & track referrals. -
Agent regimentation
Pre-set sales steps by replicating your best agents' processes. -
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 agents, 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 agents, policies, and partners.
Grow Your Book of Business with Automation.
Grew their book
of business
40%
Many leads dropped off from the website without generating quotes. They were either ignored or contacted far too late. Simple automation sequences to identify high-quality prospects and nudge them to finish helped fix this issue. The agents were also alerted immediately to take action in case of drop-offs.
Increased process
efficiency
75%
There were several inefficiencies in their sales processes because of legacy systems. The smallest change in processes needed IT help – causing delays. They also lacked the flexibility to set-up custom automation for micro-processes, like lead distribution, quote generation. LeadSquared’s no-code workflow builder solved this.
Reduced turnaround
time by
42%
They using automation to handle uncontacted leads. If the assigned agent didn’t reach out to the lead within 2 days, the automation pushed the lead to a “fair game” list; any user could pick this lead up now. This increased agent accountability and ensured that the original agent reached out to a new lead as soon as it came in.Want such results too?
Organize and track everything important to your agency
Build an organized and efficient agency. Quickly service clients, streamline
communication, and analyze performances
Build an organized and efficient agency. Quickly service clients, streamline
communication, and analyze performances
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.
Auto Dialer & Cloud Phone System
Call leads faster without compromising outstanding customer experience. Your click-to-call, predictive, or progressive dialling options allow you to outdial competitors to connect with leads faster.Complete marketing suite to acquire and engage clients
All the marketing tools you need to boost new client acquisition and build lasting client relationships. Capture leads from all your ads, build beautiful, high-performing landing pages, emailers, and text messages. Automate personalized communication journeys based on activity tracking.
Increase retention and win back clients that terminate
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.Build lasting prospect and client relationships with automation
Analyze drop-off points and fix them
Analyze drop-off points and fix them
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!
Get a 360 degree view into your agency performance
Analyze the performance of your groups, individuals, agents and policiesRated highly by customers
LeadSquared CRM and automation is made for both advanced and first time users. It’s easy to deploy, learn and modify. And your personal Customer Success manager is with you to help 24/7.
Helping 1000+ 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
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
Want to see LeadSquared Agency CRM
in action?
in action?
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