Lead Grid
Built for independent insurance agencies

Quote shoppers call three agencies. The first to call back writes the policy.

Lead Grid texts every missed caller back in seconds, collects the quote basics and alerts your producer — then runs renewal check-ins and cross-sell campaigns to your book.

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Built for Independent home, auto, business and life agencies · 14-day free trial · 5-minute setup

Sound familiar?

Where insurance agencies lose revenue

Missed quote calls

Someone shopping for a quote rarely leaves a voicemail. They call the next agency on the list.

Renewals lost to price-shopping

Clients who hear nothing before renewal go looking on their own — and often find someone else.

Single-policy households

Auto-only and renters-only clients are your easiest new policies, but nobody has time to ask.

The insurance playbook

Everything set up for the way you work.

Missed-Call Intake

  • Quote intake by text. Line of insurance, ZIP, current carrier, renewal date and best time to talk — then an alert to your producer.
  • Hot-lead alerts. Ready-to-buy shoppers go straight to the right producer.

Confirmations That Stick

  • Policy-review confirmations. Annual reviews booked and confirmed by text.

Reviews From Every Client

  • Referral requests. After a claim is resolved or a policy is bound.
  • Review requests to every client. With a private line for problems.

Past-Client Follow-Up

  • Renewal check-ins. “Want us to re-shop your policy before renewal?” at 45 and 30 days.
  • Cross-sell campaigns. Auto-only to home, renters to life — in your agency's own wording.
What it looks like

From missed call to booked — and a report every Monday.

Example intake

Missed call · after hours
What would you like a quote for — auto, home, business or life?
Home and auto. I'd like to bundle.
What's your ZIP code?
78704.
Who's your current carrier, and when does it renew?
Same one for 6 years. It renews in March.
What's the best time to call you?
Weekdays after 5.
Summary sent to your agent · quote call booked

Example weekly report

22 quote inquiries → 15 intakes → 9 quotes sent; 12 renewal check-ins → 4 re-shops

Illustrative numbers, not a customer's results.

The math

Eight extra policies a year cover Lead Grid.

At, say, $500 in first-year commission per household policy, a handful of quote calls you'd have missed pays for the year — before renewals.

One new policy (first-year commission)
$500
Lead Grid for a full year
$3,588

Break even with 8 recovered clients a year

Plug in your own numbers

$500
5020,000
10
160
15%
580

Revenue recovered per month

Estimate based on your numbers

$3,250

≈ 6 extra clients or jobs a month · $39,000 a year

Recovered revenue$3,250
Lead Grid subscription$299

That's a 10.9× return on your $299/mo.

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Integrations

Works with the tools you already use

  • Google Calendar
  • Outlook
  • Calendly
  • Stripe
  • Applied EpicComing soon
  • EZLynxComing soon
  • HawkSoftComing soon
  • AMS360Coming soon

Frequently asked questions

Does Lead Grid quote prices?
No. It collects the basics for a quote and hands them to your producer. Your agency provides every quote.
Is it for captive or independent agencies?
Lead Grid is built for independent agencies that choose their own tools and write their own client communications.
Do I keep my existing number?
Yes. Lead Grid uses conditional call forwarding, so calls you don't answer are detected and the caller gets a text from your business within seconds. Clients can also text your main number.
Does it connect to my agency management system?
Applied Epic, EZLynx, HawkSoft and AMS360 integrations are coming soon. Calendar booking works today.
Is business texting compliant?
Yes. Lead Grid registers your business for A2P 10DLC messaging, honors STOP/HELP keywords automatically, observes quiet hours, and keeps a log of every message.

Didn't find the answer you're looking for? Contact our team

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