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For Insurance Agencies

Stop letting leads, quotes, and referrals slip through the cracks.

LeadStrive is the lead-management system that bridges your marketing and sales — capturing every quote request, qualifying it automatically, and handing it to the right producer at the moment it's ready to close.

See a live demoExplore features
An independent insurance agency owner at his desk, taking notes mid-conversation in a bright office.
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
  • New appointment bookedAuto policy quote · 3:30 PM
  • Quote request from web formHome + Auto bundle
  • Lead moved to QuotedFacebook ad · Auto + Home
  • Missed call texted backSMS sent in 4 seconds
  • New 5-star Google reviewAuto-thanked the client
The reality

Three problems quietly costing insurance agencies revenue.

You feel them every week. The good news: each one has the same root cause — and the same fix.

Leads go cold before anyone calls them back.

Internet quote leads are time-sensitive — the first agency to respond usually wins. But quotes come in across web forms, Facebook lead ads, Google LSA, and referral partners while producers are juggling renewals, claims questions, and walk-ins. By the time someone responds, the prospect has already bound somewhere else.

Renewals and cross-sells fall off because no one has time to follow up.

Every policy is a renewal opportunity 11 months from now and a cross-sell opportunity (auto + home + umbrella + life) right now. Most agencies have neither the staff nor the system to reliably touch every client at the right moments — so renewals are reactive and cross-sell rates stay flat.

The agency runs on the principal’s head — and a dozen disconnected tools.

Quotes in the AMS, conversations in personal text threads, emails in Outlook, leads in a spreadsheet, reviews on a separate tab, follow-ups in someone’s notebook. When a producer leaves, their pipeline walks with them. When the principal takes a vacation, things miss.

How LeadStrive fixes it

Here's what LeadStrive does about it.

Every problem above maps to a capability already running inside LeadStrive — built for independent agencies, not Fortune 500 carriers.

Capture & Respond

Speed-to-lead that runs itself.

Every web form, Facebook lead ad, Google LSA lead, and referral lands in one unified inbox. The moment a quote request comes in, the system fires an instant SMS to the prospect and a notification to the assigned producer — within seconds, not hours.

  • Unified inbox for SMS, email, web chat, Facebook, Instagram, and Google Business
  • Auto-text a new lead within 60 seconds of submission
  • Round-robin assignment so leads route to the next available producer
  • Missed-call text-back so phone leads never bounce
  • Smart lists that separate hot quote requests from policy-service inquiries
A unified inbox UI with a left-rail conversation list and an open conversation thread, holographic teal threads weaving between channel icons.
Nurture & Renew

Automated retention, renewals, and cross-sells.

Pre-built workflows trigger off pipeline events — 90/60/30-day renewal touches, post-bind welcome series, birthday and policy-anniversary check-ins, and cross-sell sequences when a customer has only one policy on file. Producers stop having to remember; the system remembers.

  • Visual workflow builder — no code, no agency dev shop
  • Triggers on pipeline stage, form submission, calendar booking, payment
  • Multi-channel sequences across SMS, email, and voicemail drops
  • If/else branching by policy type, line of business, or renewal date
A branching workflow canvas with six glass nodes connected by teal lines; the active path glows with a holographic flowing-particle effect.
Bridge Marketing & Sales

One pipeline from ad click to bound policy.

LeadStrive sits between the channels your marketing runs (ads, SEO, referrals) and the producer who actually closes — so every lead is tracked, qualified, routed, and reported on without anyone re-keying data between tools. Marketing sees what converts. Producers see what to call.

  • Drag-and-drop pipelines per line of business or per producer
  • Lead source attribution from first touch to bound policy
  • Two-way Google and Outlook calendar sync with self-service booking
  • Automatic Google review requests after every bind
  • Dashboards on speed-to-lead, conversion, and producer activity
A glassmorphic three-column lead pipeline with stacked contact cards; one card mid-drag with a holographic teal trail.
AI Assistant Ready For DeploymentAdd-on

You can't be available 24/7.
Your AI assistant can.

Leads don't schedule their questions around your office hours. The LeadStrive AI assistant picks up where your team leaves off — answering messages, qualifying buyers, booking calls onto the assigned producer's calendar, and tagging your team in the moment a conversation needs a human.

A smartphone resting on a leather notebook on an insurance agent’s desk, ready to handle inbound conversations across every channel.

Handles lead conversations on every channel.

SMS, email, web chat, Facebook, Instagram, Google Business — the assistant replies in your brand voice, qualifies the prospect, and answers the same questions you would, around the clock.

A paper desk calendar with a fountain pen marking an appointment slot — a booking landed cleanly on the day.

Books calls straight into the right calendar.

When a lead is ready to talk, the assistant offers real availability and books the appointment directly with the assigned producer — no back-and-forth, no double-booking.

An insurance agent in conversation with a client, his phone in his back pocket showing a calendar-with-checkmark notification confirming a booked appointment.

Pings the producer the moment it matters.

Hot inquiries, buying signals, repeat questions, and sentiment changes all trigger an instant alert so your team jumps in only when their attention actually moves the deal forward.

Explore the AI Assistant

AI Assistant is an optional add-on. Usage rates apply on SMS, email, and AI workflow steps.

Plays nicely with the tools you already use

GoogleFacebookZapierPabblyQuickBooksGoogle CalendarAsanaClickUpNotionAirtableGoogleFacebookZapierPabblyQuickBooksGoogle CalendarAsanaClickUpNotionAirtable
Honest fit check

Who this is for — and who it isn't.

The honest fit check — so you can tell at a glance whether LeadStrive is built for the way your agency actually runs.

This is for you if
  • You run an independent insurance agency (P&C, life & health, or mixed lines)
  • You have 1–25 producers and feel pain on lead response, renewals, or operational chaos
  • You’re already buying internet leads, running Facebook ads, or working referrals — and want to convert more of them
  • You’ve outgrown a spreadsheet but don’t want enterprise software with a six-month rollout
  • You want to own your client communication and data, not rent it from a vendor
This isn't for you if
  • You’re a captive agent whose carrier provides the entire tech stack
  • You only need a CRM with no marketing automation, and want the cheapest possible AMS replacement
  • You don’t have the bandwidth to spend an hour with onboarding to set up your first workflow
  • You expect AMS or policy-management features built in — LeadStrive is lead-management software that integrates with your existing CRM or AMS (depending on the vendor), not a replacement for it

See how it works for insurance.

A 30-minute walkthrough using your real workflow. We'll show you the lead capture, renewal, and cross-sell automations agencies are running today.

See a live demoTalk to our team