Work every insurance lead while it's still warm
Leads from your Facebook lead ads land on a contact in seconds, get quoted for you, and start their follow-up before anyone has to remember them.
Facebook Lead Ads, straight in
Connect your Facebook pages once. Every new lead form arrives as a contact with the answers the carriers ask for, and new leads show at the top of everyone's screen.
- Leads arrive as contacts in seconds
- Desktop alerts for new texts and missed calls
- An alert if a page stops delivering leads
Duplicates caught and merged
When someone fills out a form twice or is already a customer, the lead joins the existing contact instead of creating a second record.
Quoted before you call
Turn on automatic quoting for a lead form and each new lead is quoted on your carriers in the background, so the premiums are ready when you dial.
Follow-up that runs itself
Workflows start from the new lead and run timed text, email and AI-call steps. AI text and email agents can reply and book a callback when your team is busy.
Know which leads are waiting
The leads list shows who's still waiting to be quoted or called and who's been worked, so nothing sits unanswered.
FAQ
Questions agencies ask
- Which lead sources does it connect to?
- Facebook Lead Ads connect directly. Calls to your agency numbers are matched to the caller's contact by phone number.
- Can leads be quoted automatically?
- Yes. Turn on automatic quoting for a lead form and each new lead is quoted on your carriers as it arrives.
- What stops duplicate leads?
- A lead that matches an existing contact, by phone number or by name and date of birth, is added to that contact instead of creating a duplicate.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.