Every lead organized, worked, and followed through, in one calm workspace.
New this fall
Four new things your team will notice on day one.
Ask Copilot
Ask about any lead’s calls in your own words. Every answer shows the exact words it came from.
New-lead alerts
A sound and a Windows pop-up the moment an internet lead arrives. Owners hear about it if nobody calls within 10 minutes.
Calls on the Dashboard
Every call counted, with talk time and incoming calls, and a plain read on each agent’s day against their own usual.
Your phone’s calendar
Appointments show up on the calendar you already use: Apple, Google or Outlook, on your phone too.
One workspace for the whole sales day.
The Agency CRM keeps every lead, call and follow-up together.
- The dialer, one click from any screen.
- What’s due today, counted at the top.
- Every lead, by stage and owner.
- AI Call Copilot’s recap of the last call.
Built for the way agencies sell.
The same six, with this fall’s upgrades marked. Click one to see it in the app.
And the rest of the day, handled.
Leads arrive on their own
Connect your lead sources and web forms, and new leads land in LeadPilotOS automatically.
Fair, automatic hand-offs
Round-robin, with Undo for 15 minutes if a lead is handed out by mistake.
Find anyone fast
Search leads by name or phone number, right beside the sort.
The book after the sale
Customers, policies, renewals, and cross-sell texts and emails.
Reminders that send themselves
Appointment reminders in LeadPilotOS and by email.
A Windows app that stays current
Install it once. Signed, automatic updates keep it current.
$299/month. 7 users included. Everything in.
See pricingI asked insurance agents what they disliked most and struggled with most in their day. LeadPilotOS is built from their answers.
