Insurance agency CRM with a built-in dialer
Agencies that buy internet leads need two things at once: a CRM that knows insurance, and a dialer that keeps agents talking.
The short answer
Most agencies end up with one of three setups: an insurance CRM plus a separate phone company, a general sales CRM with a dialer, or a build-it-yourself marketing platform. Each covers half the job well.
LeadPilotOS puts both halves in one place: an insurance agency CRM with a built-in auto-dialer that rings your agent first and calls two leads at once, for $299 a month with 7 users included.
The four setups
| Setup | Insurance CRM + phone company | Sales CRM with a dialer | Build-it-yourself platform | LeadPilotOS |
|---|---|---|---|---|
| Example | AgencyZoom with RingCentral or Twilio | Close | GoHighLevel | LeadPilotOS |
| Knows insurance (policies, renewals, lead sources) | Yes | Not listed | Not listed | Yes |
| Dialer | Click-to-call through the phone company | Power dialer; predictive on the top plan | Browser dialer; multi-line dialer in private beta | Auto-dialer: agent first, then two leads at once |
| Price for 7 users | $349 a month for the calling plan, plus the phone company | About $693 to $1,043 a month, plus calls | $97 to $497 a month, plus usage | $299 a month, plus your providers’ call charges |
| Setup work | Connect and manage two companies | Build insurance fields yourself | Build everything yourself | Guided setup and Smart Import |
What to look for
- Speed to lead: new leads should reach an agent, and an alert, within moments, and the owner should know when one sits uncalled.
- A dialer that protects the agent’s time: ringing the agent first and calling more than one lead means less waiting between conversations.
- Notes that don’t depend on memory: recorded calls turned into notes and next steps.
- Results by lead source: which sources sell, so lead spend goes where it pays.
- Pricing you can predict: what 7 users cost, and what calls and texts add.
Questions
Agencies that buy internet leads usually do. Leads go cold fast, and a dialer that calls more than one lead at a time keeps agents in conversations instead of waiting on rings.
LeadPilotOS does not limit or meter dialing. The calls, texts and phone numbers themselves are billed by your agency’s own connected providers.
