Lead Management
CRM Pipeline Built for
Insurance Agencies
Drag-and-drop kanban boards with card aging, follow-up scheduling, split credit zones, lead import, and role-based visibility — designed around how agencies actually manage leads.
Drag-and-Drop Pipeline
Visual kanban board with card aging, follow-up zones, and split credit
Drag-and-Drop Kanban Board
Move leads through customizable stages with a click or a drag. Fixed start (New Lead) and end (Sold) stages with fully customizable middle stages per agency.
Card Detail Popup
Click any card to see everything: form answers, chat transcript, comments from your team, file attachments, and a complete activity log of every action taken.
Card Age Indicators
Visual color-coded aging on every card — green for new, yellow for aging, red for stale. Helps agents prioritize follow-ups and clear their pipeline faster.
Follow-Up Scheduling
Drag a card to the Follow-Up zone, pick a future date, and the card disappears. It reappears automatically in New Lead on the scheduled date — no reminders to set.
Split Credit & Shared Deals
Drag a card to the Split Credit zone and assign a coworker for 50/50 commission split. Both staff members appear on the sale record and earn their share.
Dead Lead Archive
Not Interested leads are archived for future re-contact. Bad Info leads are flagged for vendor refund tracking and exportable for dispute.
Lead Import & Vendor Webhooks
Upload a CSV of leads — Claude normalizes the data automatically. Or connect lead vendors via webhook for real-time lead delivery straight to your pipeline.
Lead Archive & Renewal Management
Archived leads organized with renewal presets, bulk export, re-import, and product filtering. Never lose track of a past prospect.
Per-User Pipelines & Role-Based Visibility
Agent and Management roles see all cards across the agency. Sales and Service roles see only their own assigned cards. Sidebar switcher lets you view any team member's pipeline.
Real-Time Pipeline Refresh
New cards appear instantly via real-time subscriptions — no manual refresh needed. Source badges (Website, Form, Lead, Manual) and New badges help you spot fresh leads immediately.
See the pipeline in action
Start your free trial and import your first leads in minutes.