Insurance Lead Distribution & Management Software

Insurance lead distribution software improves conversions by routing leads to the most qualified agents in real-time based on product expertise, license state, performance history, and current capacity. Speed-to-lead is critical—contacting a lead within 5 minutes increases conversion likelihood by 100x compared to 30-minute response times. Our system ensures sub-second delivery to maximize every opportunity.

Our platform includes comprehensive TCPA compliance tools: consent capture and storage with timestamps, DNC list scrubbing (federal and state), call recording disclosure management, express written consent tracking, and complete audit trails. We also support TCPA litigation defense by maintaining detailed records of consent for every lead.

Yes, our platform supports all insurance verticals including auto, home, health, life, Medicare, commercial, and specialty lines. Each product can have unique routing rules, agent qualifications, compliance requirements, and performance metrics while operating from a unified platform.

Lead verification eliminates wasted spend on invalid leads by validating phone numbers, email addresses, and physical addresses in real-time. Our system also detects duplicates, identifies fraud patterns, and scores lead quality before distribution. Clients typically see 30-40% reduction in cost-per-acquisition after implementing verification.

We integrate with major insurance platforms including Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, and AgencyZoom. We also support custom API integrations with carrier systems, comparative raters, and marketing automation platforms for seamless workflow integration.

Implementation timeline depends on complexity, but most insurance lead distribution systems go live within 4-8 weeks. This includes system configuration, integration setup, compliance review, user training, and parallel testing. We provide dedicated implementation support throughout the process.