Lead Management
for Insurance Sales

Stop wasting leads. Intelligent distribution routes leads to the right agents instantly, while scoring prioritizes the hottest prospects for immediate follow-up.

Smart Distribution Lead Scoring $50/seat
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What is Lead Management Software?

Lead management software captures, scores, distributes, and tracks leads throughout the sales cycle. It ensures no lead falls through the cracks while prioritizing the most promising opportunities for immediate follow-up.

For insurance agencies, lead management integrates with your lead sources, routes leads to licensed agents in the correct states, and provides visibility into lead-to-sale conversion rates.

Speed to Lead: AgentTech distributes leads to agents within seconds of receipt, ensuring you contact prospects while they're still interested.

Lead Management Features

Maximize the value of every lead.

  • Instant lead distribution to agents
  • AI-powered lead scoring
  • License-based routing rules
  • Lead source tracking and ROI
  • Automated follow-up sequences

Lead Optimization

Instant
Distribution
AI
Scoring
Full
Tracking

Explore More

Insurance Dialer Call Recording Cost Per Acquisition Guide Insurance Lead Types Average Handle Time

Frequently Asked Questions

Insurance lead management software tracks, distributes, and manages sales leads from acquisition to conversion. It handles lead import, deduplication, DNC scrubbing, distribution to agents, follow-up automation, and conversion tracking across all lead sources.

AgentTech distributes leads based on agent state licensing, product certification, performance history, current workload, and custom rules. High-performing agents can receive more leads, and leads are only assigned to agents licensed in the prospect's state.

Yes. AgentTech ingests leads from any source: web forms, purchased lists, live transfers, referrals, and marketing campaigns. Each source is tracked separately for ROI analysis, and leads are automatically scrubbed against DNC lists upon import.

AgentTech scores leads based on source quality (historical conversion rates), recency, completeness of information, previous interaction history, and custom criteria you define. Higher-scored leads are prioritized in agent queues for maximum conversion opportunity.

Ready to Maximize Lead Conversion?

Stop wasting leads. Try AgentTech lead management today.

Try Lead Management

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