The Insurance Agency CRM for Teams & Downlines
Run every desk on one account: shared per-vertical pipelines, unlimited seats on Pro, a built-in lead marketplace for the whole downline, and BYO-Twilio telephony behind a TCPA gate.
What Is the InsureLeads CRM for Agencies?
InsureLeads CRM runs a whole agency or IMO under one organization account: shared per-vertical pipelines for all 10 lines of business, unlimited seats on the $29/user/month Pro plan, a built-in lead marketplace that routes exclusive leads to the right desk, BYO-Twilio telephony, and calendar sync per producer. Pro is included free while the org runs an active InsureLeads lead campaign, and every account's data is org-scoped and never resold.
- Unlimited Pro seats at $29/user/mo — every seat gets all 10 verticals
- Shared per-vertical pipelines: a final expense desk, a Medicare desk, a life desk
- Built-in marketplace routes exclusive leads to the matching pipeline
- Pro free with an active lead campaign · data org-scoped, never resold
One account for every desk in the agency
Multi-line agencies and IMOs usually end up with a CRM problem: a final expense team on one tool, a Medicare team on another, and no shared view of the leads the agency paid for. InsureLeads CRM collapses that into a single organization account where each desk works the pipeline built for its line of business — while the leads, the telephony, and the compliance gate live in the same place.
It is the same product an individual agent uses, scaled to a team: read the full insurance CRM software tour, or see how the leads flow in through the built-in lead marketplace.
What agencies get on Pro
Everything in the CRM, for the whole team — with the pieces a downline needs to work leads together.
Unlimited seats on Pro
Add the whole team at $29 per user per month — and every seat gets all 10 verticals, not a stripped-down agent view.
Shared per-vertical pipelines
A final expense desk, a Medicare desk, and a life desk each get the pipeline built for that line — under one agency account, not ten disconnected logins.
One marketplace for the downline
Order exclusive leads in the built-in marketplace and route them into the right team’s pipeline. Buy a campaign and Pro is included free for the org.
BYO-Twilio, TCPA-gated
Each producer connects telephony for a softphone, SMS, and call logging, and every dial and text clears the consent, DNC, and quiet-hours gate first.
Calendar sync per producer
Google, Outlook, Calendly, and Cal.com connect per seat, so appointments booked across the team land on the calendars they already use.
Org-scoped, never resold
Every lead, contact, and message is tagged to your organization. See exactly how isolation and encryption work on the your-data page.
Rolling it out across the team
Four steps from an empty workspace to a downline working leads on compliant pipelines:
- Create the agency account on Free — Stand up the workspace at $0 and pick the first vertical, so you can see the pipelines before adding a single seat.
- Add producers and assign verticals — Invite the team on Pro, and give each desk the vertical templates it sells — final expense, Medicare, life, ACA/health, and the rest.
- Run a lead campaign into the pipelines — Order exclusive leads for the org; they land in the matching vertical pipeline, and Pro is included free while the campaign is active.
- Work, book, and keep it compliant — Producers dial through BYO-Twilio behind the TCPA gate, the AI assistant drafts follow-ups for approval, and appointments sync to each calendar.
Want the leads and the staffing handled for you too? That is a separate offering — see InsureLeads for agencies & IMOs and our done-for-you services. This page is about the CRM the team works in.
Agency pricing, in plain terms
Every producer seat is $29 per user per month on Pro, with unlimited seats and all 10 verticals included. Running an active InsureLeads lead campaign for the org makes Pro free for every seat while the campaign is live. Full breakdown on the CRM pricing page; lead campaigns are priced separately on the lead pricing page.
Worried about the book you build? Every account is org-scoped and never resold — see how your data is handled.
Agency CRM FAQs
Yes. InsureLeads CRM runs a whole agency under one organization account: unlimited seats on the Pro plan ($29 per user per month), shared per-vertical pipelines for all 10 lines of business, a built-in lead marketplace for the downline, BYO-Twilio telephony, and calendar sync per producer. You can stand the agency workspace up on the Free plan first and add seats when you are ready.
Pro is $29 per user per month for unlimited seats, and it includes all 10 verticals, calendar sync, BYO-Twilio telephony, the AI lead assistant, and team features. Pro is included free for as long as your organization runs an active InsureLeads lead campaign, so agencies buying leads for the downline typically pay nothing extra for the CRM.
Yes. Each of the 10 vertical templates — final expense, Medicare, ACA/health, term life, whole life, IUL, mortgage protection, auto, home, and commercial trucking — ships with its own pipeline stages, dispositions, and typed fields. A multi-line agency can run a final expense desk, a Medicare desk, and a life desk in the same account, each on the pipeline built for that book.
Orders in the built-in lead marketplace are tied to a vertical, so a delivered exclusive lead lands at the top of the matching pipeline rather than a generic inbox someone has to sort. Buying leads for the org also switches on Pro for every seat at no extra charge while the campaign is live.
No. Every lead, contact, message, and booking is tagged to your organization, and the app scopes every query to your org ID, so one agency’s pipeline is invisible to every other account. Connected telephony and calendar credentials are encrypted per-organization. There is more detail on how this works on the your-data page.
The CRM is self-serve, but the wider InsureLeads business runs done-for-you lead campaigns and services for agencies and IMOs. The CRM is where your team works those leads; the lead campaigns and agency services are separate products you can layer on top.