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For insurance agencies and agents

Insurance leads to a licensed agent while they're still shopping

Catch auto, home and life leads from your website and your vendors, give each to an agent licensed in the lead's state, and call first.

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We'll set you up and show you around.

Kevin Nguyen fills in your form (Auto, Insured now, Policy ends Dec 1) and becomes your lead once they give a phone number. Rule 1: Texas, to the Dallas team in turn picks it up; Ben Ortiz is next, but isn't licensed in Texas, so it goes to Rosa Delgado at once, who gets a text about it. Callback set: Nov 24, before it renews.

Your form

A form for your website, ready the day you start

Put it on your site with one line. It asks what your agents want to know, a step at a time, saves every answer as it's given, and the lead is yours as soon as they leave a phone number or an email.

What a new form asks, in order

  1. What kind of insurance are you looking for?
  2. What's your zip code?
  3. How can we reach you?

Change any question or add your own. The form shows your company's name, never ours.

A new form's first step: Welcome to your free insurance quote. What kind of insurance are you looking for? Auto, Home, Life.

Pipeline

A pipeline for insurance leads, ready made

The stages your insurance leads move through, from new to closed won. Rename them or add your own in Settings.

  1. New
  2. Contacted
  3. Qualified
  4. Quote or application
  5. Closed won

Or set aside as Closed lost Do not contact

Insurance

Made for how agents work

  • Auto, home and life in one

    One ready-made lead with the questions for each: the cars for auto, the house for home, the cover for life.

  • Licensed agents only

    Turns skip any agent who isn't licensed in the lead's state, and daily limits keep it fair.

  • Before the policy renews

    Each lead keeps who insures them now and when it ends, and a callback brings them back in time.

  • Bought leads that hold up

    A lead that comes in twice can be merged into the first, and a bad one goes back to its vendor with the reason.

  • Birth dates kept safe

    Ask for one on the form if you like: it's encrypted, shown masked and opened only by the roles you choose.

  • Consent on record

    The exact words each lead agreed to, with the page and the time, for every call.

Included

Everything else comes with it

  • Lead distributionRules, turns and daily limits, give back and up for grabs
  • Calls from the browserRecorded and written out, local numbers and a power dialer
  • Vaulty, the AI assistantMakes and moves leads when you ask, and sums up every call
  • Callbacks and calendarsGoogle and Outlook kept in step, and a link to book a time
  • Drips and emailEmails over the days that follow, and one email to many
  • The sales dashboardWhat's working by source and by person, with monthly goals
  • SecurityTwo-step sign-in, locked-away SSNs, each company walled off
  • Spreadsheets and the APIBring leads from any CRM, and send them on to your own systems
  • Forms by your AI assistantMake and change your forms by asking Claude, ChatGPT or Cursor

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Industries

Ready for other industries too

See your insurance leads in LeadVault today

Tell us about your team, and we'll set you up.

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