Built for insurance agents who need to follow up on quotes, not manage support tickets. Track prospects. Set reminders. Close more policies.
Start Your Free 14-Day Trial14-day free trial. Card required, cancel anytime.
You send a quote. The prospect says "I'll think about it." A week later, you realize you never followed up. They've already signed with someone who called them back.
Add a lead. Send a quote. Follow up. Close.
Referrals, online leads, cold calls — add them all. Stop losing track of who got a quote.
Every morning: "These prospects need a call today." Never let a quote go cold.
Lead → Quoted → Follow-up → Bound. Know where every opportunity stands.
"Quoted $1,200/yr auto, comparing with GEICO, decision by Friday." Notes attached to the prospect.
Auto, home, life, commercial — filter to see just the prospects that matter.
Add a prospect after a networking event. Check your pipeline between appointments.
Set up in 5 minutes. Track your first quote today.
Website forms, referrals, cold calls. One place for all of them.
Daily email shows who needs a call. Renewals, quotes, check-ins.
See your pipeline from prospect to policyholder. Know your close rate.
Track unlimited prospects on Starter and Pro plans.
1 user · 100 leads
or $7.99/month
5 users · 1,000 leads
or $29/month
Unlimited users + leads
or $79/month
14-day free trial on all plans. Cancel anytime.
We cut the features independent agents never use. No policy management, no claims tracking, no commission splits. Just leads, follow-ups, and a clear pipeline.
Most prospects shop 2-3 agents. The one who follows up wins. LeadWiseSystem makes sure you're that agent.
14-day free trial. Card required, cancel anytime.
Start Your Free TrialTrack your first quote in 2 minutes.