Turn More Insurance Leads Into Policies
Automate follow-up, manage your pipeline, onboard agents, and track performance—all from one platform.
Software Features
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Agent Recruiting & Onboarding
Automate recruiting, document collection, contracting, training, and approvals to move new agents from applicant to active producer faster.
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Built-In Dialer & Pipeline
Call, text, track conversations, assign leads, and move prospects through every stage of the sales process from one simple platform.
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Real-Time Reporting
Monitor agent activity, follow-ups, appointments, and policies sold with dashboards that give you a clear view of your team’s performance.
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Automated Lead Follow-Up
Respond to new leads instantly with automated texts, emails, appointment reminders, and AI-powered conversations—so opportunities never fall through the cracks.
Frequently Asked Questions
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INS Lead Flow is an all-in-one platform built for insurance professionals to manage leads, automate follow-ups, track their pipeline, recruit agents, and monitor performance.
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Your account includes automated text and email follow-up, pipeline management, a built-in dialer, agent recruiting and onboarding tools, appointment reminders, task management, and real-time reporting.
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Yes. INS Lead Flow is designed to support HIPAA-compliant workflows and securely protect sensitive client information.
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INS Lead Flow is $80 per month, giving you access to the platform’s essential tools in one simple plan.
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Getting started is easy. Once you sign up, we’ll help you set up your account so you can begin managing leads and automating follow-up quickly.
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No. There are no long-term contracts or commitments. Your subscription is month-to-month, and you can cancel anytime.
$80/month
Everything You Need. No Long-Term Commitment.
Manage leads, automate follow-ups, track your pipeline, and stay connected from one secure, HIPAA-compliant platform. Get started with confidence—there’s no long-term contract, no risk, and you can cancel anytime.