Leadvolt
CRM and lead management system that automates lead prioritization, dialing, and follow-up and provides call recording and performance visibility to close insurance leads faster
A CRM and lead management system for insurance agencies that automates lead prioritization, dialing, and drip email and text follow-up while providing call recording and performance visibility to close leads faster and improve transparency. It sells to sales teams, agents, and owners/managers at retail insurance agencies of any size, including those handling multiple agencies, in the B2B sales segment. It is delivered as a SaaS subscription per user with proprietary prioritization and localized presence technology designed for insurance sales workflows.
Key features
- Lead prioritization and auto-dialing
- Automated drip email and texts
- Localized presence local area code
- Call recording
- Gamification and leaderboard
- Call scoring (coming soon)
- Data aggregation from quotes and prospects
- Lead tracking
- Campaign management
- Click-to-dial
Social posts
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Agencies
- Sales teams
- Financial services firms