Highly Qualified Leads
For Insurance Agents
& Brokers

+ All-In-One Sales & Marketing Platform
For Insurance Agents and Brokers

Our mission is to help Insurance Brokers & Agents generate consistent highly qualified leads to fill their sales pipeline through our  Lead  Automation & AI

LeadEngin also offers sales and marketing tools such as CRM, workflow automation, campaign management, sms, email and social marketing, lead generation, landing pages/web forms, dynamic content, etc.

Close 42% more deals
Speed Up Insurance Quotes
Process by 15x
Increase client base by 37%
Marketing Automation

Capture new leads automatically

LeadEngin is a Full-Suite Platform for Insurance Agents and Brokers. Included in the Platform is a full featured Page Builder to capture leads.

Lead Creation

Our intuitive platform allows you to capture leads from different sources directly into the system such as Facebook, Instagram, Website, LinkedIn, Google, etc.

Lead Scoring

LeadEngin can assign scores to the leads based on their source, campaigns, activities on your websites. It will help you identify their intents and qualify them.

Lead distribution

LeadEngin can map and assign leads automatically to your agents/sales reps in those locations. It will help the sales agents speak to the customers in their language and overcome the barrier of time zone and cultural differences.

Nurture leads into customers

The backbone of LeadEngin is what you are able to accomplish after you capture the lead

EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS

Following up with customers on a first-come-first-serve basis is an old school process.

Based on the lead score and your business logic, you can prioritize leads and assign them to the sales agents for calling. Also, LeadEngin record the timestamps of each interaction. You can use this data to identify the best time to contact your prospects.

For example, if you have identified that most of the leads receive calls during off-work hours; you can create task automation that will nudge sales reps to call prospects during those active hours.This way, you can immediately follow-up and not lose the leads that have high chances of conversions.

CREATE MULTI-CHANNEL CAMPAIGNS

LeadEngin allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, Google Maps, Facebook Messenger, and Instagram Chat

Omni messaging hub

Speed-up Online Quotes Process By 15x

All the tools you need in one platform without having to "duct-tape" multiple platforms together!

capture

Capture leads using our landing pages, surveys, forms, calendars, phone system & more!

Nurture

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

close

Use our built in tools to collect payments, schedule appointments, and track analytics!

The agency Engine
The agency Engine

Fully automated booking

Automatically book leads and prospects to your calendar without lifting a finger.

AUTOMATED NURTURE CONVERSATIONS

Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.

FULL CUSTOMIZATION OF MESSAGING

Use our campaign builder to customize the messaging.

ONLINE APPOINTMENT SCHEDULING

The major step for many business is to capture appointments and request appointments. We've built our own calendar application within LeadEngin so you can capture the appointment all in one straightforward flow.

Close more deals with policy renewal, cross-sell, & upsell

Instead of manual book-keeping, you can use automation to send policy renewal emails/SMS or notify sales reps for calling the existing customers.

Unsderstand your client's needs

In terms of opportunity management, a single prospect may be a prospective customer for many products. For instance, your customers may be interested in buying car insurance, term insurance, and health insurance for their different family members.

COLLECT CUSTOMER PAYMENTS

We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.

ALL THE ANALYTICS & REPORTS IN ONE PLACE

Based on their activities like browsing product pages, forwarding emails, clicking ad links, etc. you can identify the opportunities to cross-sell and upsell. After all, selling to an existing customer is a lot easier than acquiring a new one.

The agency Engine
The agency Engine

Best Custromer Support

We are striving to offer the best possible support to our customers either by phone, email or video.

MAKES SWITCHING EASY

We will help you to migrate your current CRM, sales, and marketing platform to LeadEngin without a sweat. We offer phone and video call to help you onboard the new platform.

Adapt to your best practice

We understand that every business is unique. We are happy to help you set up the automation that fit your business's approach.

proudly funded by

Connects with all the tools you use and love

LeadEngin integrates with all the tools your agents 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!

Pricing

Call our sales department at 833-488-0629 (Toll-Free) if you manage over 10 licensed agents for special rate