Your Insurance CRM Is the Pipeline, Not the Label
A final-expense sale, a Medicare enrollment and an IUL illustration move through three different pipelines. InsureLeads ships all 10 pre-built — free to start, $29/user/mo for the full kit.
What Is InsureLeads CRM?
InsureLeads CRM is an insurance CRM that gives each vertical its own real pipeline — final expense, Medicare, IUL and seven more — with the stages, dispositions and typed fields that line is actually sold with, plus a built-in lead marketplace, BYO-Twilio telephony, calendar sync and a draft-mode AI assistant. It's free forever for one user; Pro unlocks all 10 verticals at $29 per user per month, and Pro is free while you run an active InsureLeads lead campaign.
- 10 pipelines pre-built per line of business — not one generic board
- Built-in lead marketplace — exclusive leads land in the matching pipeline
- BYO-Twilio telephony, calendar sync and a draft-mode AI assistant
- Free forever for 1 user · Pro $29/user/mo (free with an active lead campaign)
Why a per-vertical insurance CRM beats a generic sales board
The reason most agents fight their CRM is that it was built for “deals,” not for insurance. A blank pipeline can't know that a Medicare lead is dead in the water without a Scope of Appointment, that a final-expense application stalls until banking details are on file, or that an IUL sits in underwriting for weeks. Your vertical isn't a tag on a contact record — it is the sequence of steps the money moves through.
InsureLeads is a system of record built the other way around. It was made by the team that generates the leads you work, so the pipelines, dispositions and fields were shaped by real telesales motion — and every outbound touch clears a TCPA gate before it dials or texts.
Three verticals, three genuinely different pipelines
These stage names are the ones shipping in the product today. Notice that no two lines share the same path — Medicare has an SOA gate final expense doesn't; IUL adds an underwriting stage the others don't need:
The same is true for the other seven — ACA / health, term life, whole life, mortgage protection, auto, home and commercial trucking each ship their own template. Medicare agents can go deeper on the Medicare CRM page; life and IUL writers on the life insurance CRM page.
Three things no other insurance CRM does together
Plenty of tools do one of these. What's missing from the market is a single product that does all three — which is the seam InsureLeads CRM is built to occupy:
- A pipeline per vertical, pre-builtTen line-of-business templates — final expense, Medicare, ACA / health, term life, whole life, IUL, mortgage protection, auto, home and commercial trucking — each with its own stages, dispositions and typed fields. You do not configure a blank board; you pick the line you sell.
- Genuinely free, and insurance-nativeEvery “free insurance CRM” result today is a generic horizontal tool wearing an insurance label. InsureLeads CRM has a Free-forever plan that already knows what a Scope of Appointment or a 1035 exchange is — no trial clock, no card to start.
- A lead marketplace in the same loginOrder exclusive leads from a self-serve builder (or a custom quote) and they land straight in the matching vertical pipeline. No CSV round-trip, no second tool — a wedge only a lead vendor can ship credibly.
The freemium angle gets its own deep dive on the free insurance CRM page, and the marketplace mechanics on the built-in lead marketplace page.
Explore InsureLeads CRM
Go deeper on the plan, vertical or capability that matches how you sell.
Weighing tools? See InsureLeads as an AgencyBloc alternative or an Agent CRM alternative.
Built by a lead vendor — leads and CRM in one login
Two plans, no “contact sales” wall. Free is $0 forever for one user and one vertical; Pro is $29 per user per month for all 10 verticals, telephony, calendar sync, the AI assistant and team features — and Pro is included free while your organization runs an active InsureLeads lead campaign. See the full breakdown on the CRM pricing page.
Buying leads is a separate product you never have to touch. When you're ready, prepaid exclusive campaigns are priced on the lead campaign pricing page, and our flagship line — final expense leads for sale — routes straight into the final-expense pipeline shown above. Agencies and IMOs can wire a whole downline into shared books on the CRM for agencies page.
InsureLeads CRM FAQs
Instead of one generic sales board, InsureLeads CRM ships a distinct pipeline for each of 10 lines of business. Final expense runs New → Contacted → Quoted → App Submitted → Issued & Paid; Medicare runs New → Contacted → SOA Pending → Plan Comparison → Enrolled; IUL adds an Illustrated and an Underwriting stage. Each template also carries its own dispositions and typed fields, so the CRM matches how that line is actually sold rather than forcing every vertical through the same columns.
Yes. The Free plan is free forever — one user, one vertical, and the core CRM (lead inbox, pipeline, contacts and CSV import) — with no trial countdown and no credit card. Pro unlocks all 10 verticals, calendar sync, bring-your-own telephony, the AI assistant and team features for $29 per user per month, and Pro is included free for as long as your organization runs an active InsureLeads lead campaign.
A horizontal CRM gives you a blank deal board and leaves the insurance-specific work — naming stages, inventing dispositions, bolting on a dialer, keeping consent records — to you. InsureLeads CRM arrives already shaped to direct-to-consumer insurance sales, with a TCPA gate on every dial and text and a built-in lead marketplace no generic tool ships.
No. Free and Pro are standalone software — run your own leads through them and never touch the marketplace. Buying leads is a separate product; when you do, the leads land in the same CRM and Pro is included free while the campaign is active.
The Free plan covers one vertical; you can change which one at any time. Pro enables all 10 at once, so an agent who writes final expense, Medicare and IUL keeps three separate pipelines — each with the right stages and fields — under a single login.
The product app lives at app.getinsureleads.com. Create a free account, pick the vertical you sell, and your pipeline is ready in minutes — no card required to start on the Free plan.