One platform, not five logins$1 Starter trialInsurance + Real Estate

Book more appointments. Close more deals.Follow up automatically with LeedAgent.

Websites, CRM, inbox, automations, calendar, analytics, and a built-in phone system + dialer—designed for agents who want more conversations and fewer dropped leads.

Choose your profile mode
Insurance track:

Built for health insurance agents who need faster follow-up and cleaner pipelines.

Start $1 TrialSee how it works
One mode per account (simple setup)Built to convert (pages + follow-up)Scale limits by plan (clear + predictable)
Lead Lifecycle
Live workflow view
Landing page + form
High-converting templates and funnels
Phone + dialer
Call leads fast, auto-log activity
Conversations inbox
All replies in one thread per lead
Pipeline stages
Know next steps for every opportunity
Analytics + A/B tests
Measure what converts and iterate
A simple system agents actually use

Capture → Follow Up → Close

You don’t need more tools. You need one workflow that turns leads into booked appointments and closed deals.

Capture

Pages, funnels, forms, and booking links that convert cold traffic into scheduled calls.

  • Landing pages + service pages
  • Forms and embedded booking
  • Offer-led templates

Follow Up

Speed-to-lead wins. Use inbox, automations, email, SMS, and the built-in dialer to respond instantly.

  • Inbox + assignments
  • Automations + sequences
  • Phone system + dialer

Close

Move opportunities through stages, track activity, and improve results with analytics and A/B testing.

  • CRM + pipeline stages
  • Tasks and next steps
  • Analytics + experiments
Replace your tool stack

Save money by consolidating everything into LeedAgent

Most agents are paying for 6–10 tools that don’t talk to each other. Consolidate into one workflow and keep more of your commissions.

Typical monthly stack
$379/mo
Solo agent
Website hosting + builder
$29
Landing pages / funnels
$97
Calendar booking
$12
Email marketing + automations
$49
CRM + pipeline
$49
Unified inbox / conversations
$25
Phone system + dialer
$99
Analytics + tracking tools
$19
Estimates based on common tool pricing; your stack may vary.
With LeedAgent
$19/mo
Starter plan (includes $1 trial)
Generous included email volume (no per-email micro-fees for normal usage).
Save $360/mo
  • Conversion-first website + funnels
  • CRM + pipeline stages
  • Unified inbox + assignments
  • Automations + sequences
  • Calendar booking
  • Analytics + A/B testing
  • Phone system + dialer (built-in)
Start $1 TrialCompare plans
Built for conversion + follow-up

Everything you need, organized the way agents work

A conversion-first website is only step one. The real win is what happens in the first 5 minutes after a lead comes in.

Websites + funnels that convert

Launch pages fast with layouts that are designed to get the click, the form, and the booking—not just look pretty.

  • Landing pages, service pages, and funnels
  • A/B testing to improve performance over time
  • Templates that match your chosen industry mode
Publishing
Live workflow view
Custom domain
Launch under your brand
A/B experiments
Test headlines/offers
Analytics
See what converts
Conversations inbox + automations

Keep every reply in one place and run follow-up that feels personal—without living in your phone.

  • One thread per lead (no scattered replies)
  • Automations that trigger from forms, stages, and actions
  • Email + messaging built into the workflow
Follow-up
Live workflow view
Email campaigns
Broadcasts + sequences
Automations
Triggers + actions
Speed-to-lead
Respond instantly
Phone system + dialer built-in

Call leads fast, route conversations, and keep every call logged to the contact—so your pipeline stays real.

  • Click-to-call from CRM and inbox
  • Auto-logging calls, notes, and outcomes
  • Missed-call follow-up to keep leads from going cold
Phone
Live workflow view
Dialer
Power through new leads
Routing
Assign calls by team rules
Call outcomes
Track dispositions
CRM + pipeline you can trust

See who’s new, who needs a follow-up, and who’s ready to close. Keep your process consistent as you scale.

  • Contacts, tags, and opportunity stages
  • Simple team handoffs for small teams and agencies
  • Clear limits by plan so you always know what you’re getting
Pipeline
Live workflow view
Contacts
Centralized lead database
Stages
New → Booked → Closed
Reporting
Measure outcomes
Calendar + booking (no extra tool)

Make it easy to schedule. Then reduce no-shows with automated reminders and clean confirmation flows.

  • Booking links and calendar groups
  • Automated reminders and follow-up
  • Built to support teams
Booking
Live workflow view
Booking links
Fast scheduling
Reminders
Reduce no-shows
Confirmation
Clear next steps
Repeatable workflows

Playbooks that turn leads into clients

Pick a mode and start with proven workflows. Customize them to match your offer and your market.

Quote Request → Booked Call

Capture intent, respond fast, and book in minutes with automated follow-up.

Speed-to-leadInboxCalendar

No-Show Rescue

Automatically rebook missed appointments with a short, multi-touch sequence.

SMSDialerAutomation

Renewal Reminders

Stay top-of-mind with timed reminders, check-ins, and policy review CTAs.

RetentionEmailTasks

Cross-Sell Prompts

Turn existing clients into new opportunities with smart prompts and sequences.

PipelineSegmentationCampaigns
Start $1 Trial
Trusted by agents

What agents are saying

Hear from insurance and real estate professionals who run their business on LeedAgent.

Testimonials
Slide 1 of 5

“LeedAgent made it easy to launch a clean website and a follow-up system without duct-taping tools together.”

I
Marcus D.
Independent Insurance Agent

“Speed-to-lead improved immediately. Conversations, pipeline, and automations finally feel connected.”

H
Jennifer P.
Health Insurance Team Lead

“The real estate preset got me set up fast. I can run pages, booking, and follow-up from one dashboard.”

R
Carlos R.
Real Estate Agent

“We needed one place to see every lead, every message, and the next action. This is the first platform that felt simple.”

S
Samantha L.
Small Agency Owner

“The biggest difference is consistency: leads don’t slip through cracks when the system runs the follow-up.”

L
David K.
Life Insurance Producer
FAQ

Questions agents ask before they commit

We built this section to squash the “don’t do it” thoughts before they slow you down.

Answers up front
If you still have questions, contact us.

Clear limits, simple plans

Simple, transparent pricing

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Ready to stop losing leads?

Start with the $1 Starter trial, pick your mode, and launch a conversion-first workflow in one platform.

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