Life Insurance Agents: Work Every Purchased Lead in Minutes, Then Stay on the Case Until the Policy Is Placed
Purchased leads have a short shelf life. The prospect who filled out a term quote form five minutes ago will pick up and talk about face amount and beneficiaries. The same prospect tomorrow won't remember filling it out. A week later it's a cold call. The agent who reaches the lead first writes the business, from the same lead spend.
The sale isn't finished at the application. Cases sit in underwriting for weeks. The paramed gets rescheduled. The carrier requests an APS. The applicant goes quiet between milestones. Then the offer comes back rated, and you need a conversation you haven't had the chance to set up. Placement rate depends on steady contact through the whole process, and steady contact is exactly what falls apart when you're busy writing new business.
LeadPro texts new leads the moment they arrive, keeps a board of every case by underwriting stage, and sends the check-ins that keep applicants engaged until the policy is delivered and placed. Every conversation is logged on the contact record and exportable for compliance. It's $297 a month with unlimited contacts, and it runs alongside your quoting tools, not instead of them.
The problems LeadPro solves for life insurance agents
Leads that expire before you dial
An internet lead loses value by the minute. An instant text back opens the conversation while the prospect still remembers asking about term versus whole life, even when you are mid-appointment with another family.
Applicants who ghost during underwriting
Weeks of silence between the paramed and the offer is where placements die, and a rated or postponed offer with no warning is where they die twice. Scheduled check-in texts keep the applicant engaged, so the approved policy actually gets delivered.
A book of business you never touch again
Clients' needs change with marriages, babies, mortgages, and term policies coming off level premium. Most agents never call after delivery. Automated annual review campaigns surface new coverage and conversion conversations from your existing book.
How life insurance agents use LeadPro
CRM & Pipeline
Track every case from lead to quote to application, paramed scheduled, in underwriting, approved, delivered, and placed. Forty open files stay visible by stage and carrier, so you work the pipeline instead of your memory.
Missed Call Text Back
A lead calls back while you are presenting an illustration to another family. LeadPro texts them immediately, so the conversation survives until you are free to dial.
Marketing Automation
New leads get an instant text and a follow-up sequence that keeps trying for days, not one attempt. Applicants in underwriting get scheduled check-ins at each milestone, and a delivery reminder fires when the policy is issued.
Calls & Dialing
Work fresh and aged lead lists by phone from the same screen as your pipeline. Every call logs to the contact automatically, with notes, outcomes, and recordings attached.
Email & SMS Marketing
Run annual review campaigns, birthday texts, beneficiary check-ins, and term-conversion reminders across your whole book. Existing clients become this quarter's appointments.
Have questions? We have answers.
How fast can LeadPro contact a new lead?
Within seconds. A new lead triggers an instant text and email, plus a push notification to your phone, so you can dial while they are still at their keyboard.
Can I track cases through underwriting?
Yes. Build pipeline stages that match your process: application, paramed scheduled, APS requested, in underwriting, approved, delivered, placed. Each stage can trigger its own client check-in message.
Does it help with final expense or IUL as well as term?
Yes. Pipelines and follow-up sequences are yours to define, so a simplified-issue final expense flow can run alongside a fully underwritten term or IUL flow with different check-in timing.
Is my client communication logged?
Yes. Texts, emails, and calls through LeadPro are logged on each contact record with timestamps, and the full history is exportable whenever compliance or a carrier asks for it.
Does it work for agencies with multiple agents?
Yes. Unlimited users means every agent gets an account. Leads route by round-robin or assignment, and the agency owner sees every pipeline and conversation.
What does LeadPro cost for an agent?
LeadPro is $297 per month with unlimited contacts and users. No setup fee on the standard build, and monthly billing cancels anytime.
Ready to grow your life insurance business?
See LeadPro on a live demo, or talk to sales about getting your team set up.
Prefer to talk? Call (415) 323-1792