Top 17 Best Insurance Lead Management Software

Insurance lead management software is essentially a customer relationship management (CRM) software that helps insurance professionals to track all aspects of their lead conversion process.

With insurance lead management software, an insurance agent or agency can:

  • Build customized lead capture forms
  • Automate the lead management process
  • Monitor lead behavior and interests
  • Track lead progress
  • See how many leads were generated vs how many are being converted
  • Schedule follow-ups and appointments
  • Assign leads to specific agents or teams
  • Generate customized reports on agent and team performance
  • Create marketing campaigns to target specific customer profiles
  • Access the system remotely to work from any location

Discover the top 17 best Insurance Lead Management Software

RICOCHET360

Ricochet is a fast, simple insurance CRM. Ricochet combines the fastest dialer with a comprehensive insurance lead management software.

  • Email Messaging Drip Automation
  • Social Media Integration
  • Gamification
  • Perfect Voicemail
  • Chat/instant messaging
  • DNC Scrubbing
  • Referral Tracking
  • Text Messaging
  • Local Caller ID
  • Call recording
  • Ringless Voicemail
  • Lead Distribution & Tags
  • Direct mail management
  • Private Managed Cloud

INSUREIO

Insureio web CRM platform to manage, nurture, track, and distribute leads – scalable for an independent insurance agent as well as a BGA.

  • Automated lead-to-sale conversion campaign follow-ups
  • Automated lead workflow management
  • Opportunity tracking
  • Lead routing & assignment
  • Variable lead profiles & branding
  • Automated lead nurture campaign follow-ups

LEADMASTER

LeadMaster Operating Company will help you get the most out of our insurance business applications.

  • Applications That Drive Profits
  • Overcoming Sales Hurdles
  • Smarter Applications
  • Application Building Blocks
  • Agency Benefits
  • Insurance Made Simple

PHONEXA

Phonexa insurance marketing software for agents and agencies to help identify the most profitable marketing channels, integrate existing technologies, and drive more insurance leads.

  • Call with Application
  • Comparison Reports
  • Auto-Optimizing Ping Tree
  • Per-State Comparison
  • Filter for Traffic Quality
  • Tech that Suits You
  • Eye-Opening Reports

ZYWAVE

Zywave extensive range of property and casualty software is your gateway to business growth, client retention, and more referrals.

  • Email Marketing Automation
  • Lead Sourcing & Management
  • Prospect Discovery & Presentations

INSURANCEMARKETINGHUB

Ensures SuccessInsurance Marketing Hub’s white label lead management software allows you to disseminate leads, track performance, recover lost revenue opportunities, equip your agents with a mini CRM for staying organized and productive, and manage your leads from all of your vendors in one easy-to-use platform.

  • Brand and customize your portal
  • Manage and assign leads
  • Define roles and permissions to empower sales managers and agents
  • Store all of your vendor leads in one powerful system
  • Create workflows to automatically reassign leads based on age and status
  • Create and save custom reports on productivity, lead inventory, aging, and more

HUBSPOT

HubSpot’s CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

  • More Productivity and Efficiency
  • Centralization of Customer Data
  • Enhanced Customer Data Security
  • Effective Lead Management
  • Helps Build Better Relationships With Clients
  • Streamlines Services by Segmenting Customers
  • Boost Revenue and Sales

THE-BUSINESS-EXPERTS

Very efficient Lead Management System for Insurance Brokers is based on award-winning SuiteCRM platform.

  • System installation
  • Users setup
  • Automatic lead feeds from your web-site
  • Meetings and calls logging
  • Custom policy modules
  • Customizing forms (submission, proposals, binders)
  • Customizing policy templates (certificates, endorsements, etc)
  • Automated business processes (renewals, follow-ups, reminders, statements, reports, etc)
  • In-depth business reporting
  • Data transfer from your paper lead-sheets and excel files
  • QuickBooks Online integration
  • Phone systems integration
  • On-site and online CRM training for producers and office administrators
  • Customize business performance training for your company
  • Ongoing support and customization

MARKETINGOPTIMIZER

Marketing Optimizer insurance marketing optimization software has the technology to track all your marketing efforts so you can make the right decisions on what media is producing quality leads and closes.

  • Insurance & Marketing Optimization
  • Managing Your Insurance Leads without Marketing Optimizer
  • Making the Insurance Sales Process Simple with Our CRM
  • We Integrate with All Insurance Lead Generation Services

LEADCRMAPP

LeadCRM is a CRM software for insurance agents and brokers. It is a comprehensive insurance brokerage management system curated keeping in mind the requirements of individuals and SMEs.

  • Dashboard
  • CRM for Insurance
  • Salesforce Automation
  • Completely Online
  • User-friendly Interface
  • Data Security

AGENCYMVP

Insurance Lead Management System for Property & Casualty Agents: Full-featured sales and lead ranking tool with smart email and text automation + integrations with top rating systems and internet lead providers.

  • Automation
  • Texting
  • Lead Integrations
  • CSV Import

GETFLG

The FLG products provides your team with the necessary tools to convert your Insurance Leads Management into sales quickly and efficiently.

  • Engage with your customers quickly to win more business
  • Get your insurance leads to the right agent
  • Seamlessly integrate with Open GI
  • Maintain a loyal, long-term relationship with your customer
  • Enhance your document management process

RADIUSBOB

Radius brings the lead, client and agent management process into one system, one platform, one ecosystem.

  • Manage Leads & Clients
  • Automated Workflows
  • Commissions, Splits & Overrides
  • Send Text Messages
  • Outbound Calls
  • Screen Share
  • Call Recording
  • Recruit & Manage Agents
  • Lead Routing Rules

SQUIRRO

The Insight Engine applying AI-driven Cognitive Search to unstructured data for new opportunities, next-best-actions, & 360° client cockpits.

  • Improve profitability and efficiency
  • Increase revenue and uncover hidden deals
  • Strengthen client relationships
  • Get quicker client and market insights
  • Reduce time to analyze data

ERGONIZED

Improve your customer service and streamline your workflow with our insurance CRM software built by Ergonized.

  • Contact Management
  • Prospect Centralization
  • Automated Claims Management
  • Policy Tracking & Administration
  • Agent Activity Tracking
  • Integrations
  • Digital Direct Insurance

VANILLASOFT

VanillaSoft insurance sales software simplifies lead management and the entire insurance sales process.

  • Be the First to Reach a Prospect
  • Automate Repetitive Tasks
  • Engage Via Multiple Channels
  • Work the Best Leads First
  • Work Every Lead
  • Focus Your Sales Team
  • Convert More Leads
  • Seamlessly Manage Appointments
  • Track Agent Activity
  • Measure Referrals
  • Import Leads from Any Source
  • Recruit & Retain Agents

MRISOFTWARE

Follow up with prospects faster, attract qualified residents and worry less with lead management software from MRI.

  • Leads are easily lost among the mass influx of calls and texts
  • Untracked leads can result in time-consuming doubled efforts
  • Ineffective marketing can waste your time on unqualified leads

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