A CRM Software, specifically developed for insurance agents

With a fully integrated all-in-one selling system built for the modern age.

What makes The Leads Place perfect for insurance agents?

The Leads Place, a one of a kind smart algorithmic CRM that motivates business growth!

Reaching out to leads and following up with them has never been this easy.

"The Leads Place is disrupting the sales industry" - Tech Bullion

The Leads Place learns and adapts to your business, making it a custom fit for your sales growth!

Acquire and integrate The Leads Place into your business for a Ton of Sales!

“When I got into The Leads Place it was like a breath of fresh air that I don't have to pay for other companies monthly subscriptions anymore. ”

- Matthew Jeanis - Consultant

SALES AUTOMATION

Never lose a lead or client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and manage all of your leads and clients with The Leads Place.

Fully Optimized CRM

An all-in-one Solution for your Agency. No need for a separate email marketing software, use The Leads Place to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages.

STAY ORGANIZED

The Leads Place leads and clients have their own history, reminders & tasks, notes, information, and file storage. Also, using the The Leads Place dropbox helps keep your organized by automatically importing emails.

CUSTOMIZATION

Integrate The Leads Place with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Integrate The Leads Place with your website, quote engine, lead vendor or third party app.

Life Insurance Agents Love Our Product,

Here's why:

Automation of Sales

Nothing should ever be a ‘set it and forget it’, The Leads Place CRM will come as close as you’ll ever want to be in having a software solution managing the load of the work. Leaving you and your team more time to concentrate on your business.

  • Lead Distribution
  • Assigned Tasks to each team member
  • Pipelines
  • Work Flows
  • Unlimited usage

Contact your leads any way you want!

Built in telephone solution that allows insurance agents to call, message, email, message them from Facebook or even send a voicemail to leads and clients directly from The Leads Place CRM. No additional software needed. Make and receive calls just like any Call Center. Monitor all your conversations and calls from The Leads Place CRM.

  • Click-to-Call
  • Call recording
  • Unlimited calls, emails and messages
  • Auto preview dialer

Being organized is the key

Manage all your appointments, send and receive appointment notifications and reminders automatically using The Leads Place CRM. Every Lead & Client has its own history, reminders & tasks, notes, information.

  • Built in smart calendar
  • Tasks and reminders
  • Contact history
  • Automated reminders and notifications

Nurturing and marketing automation

From the very first moment that a lead comes through The Leads Place CRM, Your automations and triggers will make sure that you stay in touch and follow up with your leads.

  • Email Marketing
  • Monthly Newsletters
  • Automated birthday cards for clients
  • Text Messaging
  • Built-in Facebook messenger integration

Set up customized membership areas and offers

Set up custom membership areas and offers for your clients. You can also train people on your insurance products.

  • Fully customizable
  • Built in host storage with unlimited space
  • Offer your courses to anyone
Your Info
Your Purchase
We Respect Your Privacy & Information.

Leads Place is 100% Design Friendly and Flexible

The Leads Place CRM makes everything easier for insurance agents. Using our software, agents can focus on sales and leave everything to be automatically done by the CRM.


It also is a great way to save in costs.



I used The Leads Place to automate my follow up on SMS and Email and I saw a 75% and an increase in bookings. I've also utilized the Voice drop follow up feature to book some call.

Chris Joshua

CEO at Digi Media

How Do We Stack Up?

See how you can save hundreds of dollars each month by ditching your current service providers and switching to The Leads Place CRM

The Leads Place CRM software has everything your agency needs to make and receive calls directly from the system, without having to use another phone provider. Click-to-Call, Auto Preview Dialer, Local & Toll Free Numbers, Voicemail to Email, IVR, Call Routing, Call Groups, SMS/Text Messaging and more.


Get started with The Leads Place For No Risk!

Get amazed by what The Leads Place can do or your money back Guarantee!

Ultra Package

$290/month

Smart Auto Message Answering System

New Features Added Each Month

Personal and Team Calendars

Business Rating and Reviews

Free business number

Highly Customizable

24/7 Developer Support

Workflows

Custom Notification

Unlimited Members

Funnel / Website Builder

2-Way conversation

Form/Survey Builder

Manage Permissions

Developer Support

Auto Follow Up

Unlimited Email

Text Integration

Smart AI CRM

Chat Widget

You are fully protected by our 100% Satisfaction-Guarantee.


If, for any reason, you don't like this amazing plugin, you can get a full refund anytime within 30 days after your purchase. If you have any issues, just get in touch with our friendly support team and they'll either help you out until you get the results you need or give you a swift refund.

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