InsuranceCRM

30+ powerful features to manage your administration & billing



Leads-Prospects

Capitalize on opportunities

  • Add and assign leads to internal and external Agents
  • Easily create and work a lead list from start to sale
  • Track key lead database fields: source, next step, status
  • Track leads calls and interactions
  • Customize lead tracking options
  • Extensive search capabilities to find leads quickly
  • Import leads from 3rd party sources
  • Round-robin leads between sales representatives
  • Add, edit and view lead notes
  • Send custom and personalized marketing emails
  • Bulk email lead lists with marketing messages

sales leads software

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sas 70 type 2 certified
security-hacker-proof

pci dss compliant
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