All-In-One

Sales, Marketing, & Recruiting Platform

for Insurance Professionals

We're In The Business Of Helping You Grow Your Agency

Leadsoft is the first-ever all-in-one platform that will give you the tools, support and resources you need to succeed with your agency.

15,000+

AGENCIES

622.3M+

LEADS

14M+

CONVERSATIONS

Leadsoft Is Everything Your Agency Needs To Succeed

We bring all the things you need to solve your digital agency problems in one place.

  • DO YOU WANT MORE CUSTOMERS?

With the support of our community, you will know the best strategies the most successful agencies are using to make a ton of money through LeadSoft.

  • DO YOU WANT TO KEEP YOUR CLIENTS LONGER?

With our all-in-one marketing, recruiting, and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.

  • DO YOU WANT TO SCALE YOUR BUSINESS?

Leadsoft will help you grow your agency by connecting you with the most successful agency owners who will be able to help you close more deals, provide better customer service, and build more referral partnerships.

Building The Agency Engine

All the tools you need in one platform without having to "duct-tape" multiple platforms together!

CAPTURE

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

NURTURE

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

CLOSE

Use our built-in tools to collect payments, schedule appointments, and track analytics!

Capture New Leads

Leadsoft is a Full Suite Platform for Agencies. Included in the Platform is a full-featured Page Builder to capture leads.

CREATE FULL WEBSITES, FUNNELS & LANDING PAGES

Our intuitive platform allows you to create full-featured websites with custom menus. Create high-performing and captivating landing pages all in one place!

DRAG & DROP SURVEYS AND FORMS

Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.

ONLINE APPOINTMENT SCHEDULING

The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within Leadsoft so you can capture the appointment all in one straightforward flow.

Nurture Leads Into Customers

The backbone of Leadsoft is what you are able to accomplish after you capture the lead.

EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS

Our Multi-channel follow-up campaigns allow you to automate engaging follow-ups and capture engaged responses from your leads.

CREATE MULTI-CHANNEL CAMPAIGNS

Leadsoft allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.

TWO-WAY COMMUNICATION ON ANY DEVICE

Our full-featured mobile app allows you to communicate with your leads on all devices.

Fully Automated Booking

Automatically book leads and prospects to your calendar without lifting a finger.

AUTOMATED NURTURE CONVERSATIONS

Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.

FULL CUSTOMIZATION OF MESSAGING

Use our campaign builder to customize the messaging.

ARTIFICIAL INTELLIGENCE BUILT-IN

Leadsoft allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.

Close More Deals

Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your digital agency.

MANAGE YOUR WORKFLOW AND PIPELINE

With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.

COLLECT CUSTOMER PAYMENTS

We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.

ALL THE ANALYTICS & REPORTS IN ONE PLACE

Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.

Grow Your Agency With...

Join thousands of other marketers, recruiters, and salespeople to learn how they’re being successful and growing their agency with Leadsoft...and how you can do the same too.

ALL THE TOOLS YOU NEED IN ONE PLATFORM

The Leadsoft Platform is everything that agencies need to manage their customers and prospects.

Award-Winning Support

We are striving to offer the best possible support to our agency customers.

MAKES SWITCHING EASY

Within the platform, we can one-click import from your previous marketing tools.

MULTI-CHANNEL SUPPORT

Reach out to our support team with our Live Chat options and Email.

Join The Movement

Our thriving community of the most successful and visionary insurance agencies on the planet. Get all the training and resources you need to start or grow your agency.

NETWORK WITH OTHER SUCCESSFUL MARKETERS, RECRUITERS, & SALESPEOPLE

Our LinkedIn Community is a network of insurance agencies all the way to the owners of the largest agencies in the world. Learn tips and ideas about what other agencies are doing with Leadsoft all within the community.

Main Course Pricing

Leadsoft – CRM

  • $99.99/5 Users

  • Chat/Email Support

  • Prebuilt Templates

  • Automation Workflows

  • Access to Knowledge Base Annual

  • *Paid Upfront – 20% Off ($80/save $20)

$99 /month

Leadsoft – CRM

  • Cold Email License

    Annual

  • *Paid Upfront – 20% Off ($71/save$18)

$89 /month

Leadsoft – 500 Credit

  • Lead Generator

  • 20 cents per Annual

  • *Paid Upfront – 20% Off ($80/save $20)

$99 /month

Leadsoft – 2,000 Credits

  • Lead Generator

  • 14 cents per Annual

  • *Paid Upfront – 20% Off ($240/save $60)

$299 /month

Leadsoft – 4,000 Credits

  • Lead Generator

  • 12 cents per Annual

  • *Paid Upfront – 20% Off ($450/save$50) 

$499 /month

Side Dish Pricing

LinkedIn Messenger Profile(s)

  • 1,300 Connection Invites / Month / Profile

  • *LinkedIn Sales Navigator is required for every profile

  • *Default Quarterly Billing

  • *Annual Paid Upfront – 20% Off ($400/save $100)

$500 /month

Commercial Properties

  • Bundles of 250 Leads/Month

  • $2/Lead

  • Added to your LeadSoft-CRM

  • *Quarterly  

$500 /month

Home Leads - Bundles of 25

  • *$15/Lead

  • *Automation Workflow Included 

  • *Have to have LeadSoft-CRM

  • *Quarterly 

$375 /month

Auto Leads - Bundles of 25

  • *$9/Lead

  • *Automation Workflow Included

  • *Have to have LeadSoft-CRM 

  • *Quarterly 

$225 /month

Health Leads - Bundles of 25

  • *$15/Lead

  • *Automation Workflow Included

  • *Have to have LeadSoft-CRM 

  • *Quarterly 

$375 /month

Resumes

  • Includes Automation with LeadSoft-CRM

  • Varies by Market

  • *Ask us about how many resumes you can receive for your area Examples: 

  • *Small Markets - $300/m (Rural Area)

  • *Mid Markets - $500/M (Towns & Cities)

  • *Large Markets - $700/M (Metros & States) 

$0 /month

Workers Comp Leads - Bundles of 250

  • *Exclusive to California Possible with other states as long as Secretary Of State website provides this data.

  • *$2/Lead

  • *Quarterly

  • *Automation Available with LeadSoft-CRM 

$0 /month

Appointment Setter - lite phone calling

  • *manage email and text replies

  • *make calls as needed

  • *Requires minimum 4,000 LeadSoft Credits ($499/m)

  • *Can included additional lists 

  • *Quarterly  

$750 /month

Appointment Setter - heavy phone calling

  • *manage email and text replies

  • *40 calls minimum per day

  • *Requires minimum 4,000 LeadSoft Credits ($499/m)

  • *Can included additional lists 

  • *Quarterly  

$2,000 /month

Custom Workflow and/or Cold Email Sequence

  • *One Time Cost

  • *Workflows Up To 10 Steps in LeadSoft-CRM

  • *Cold Email Sequences - Up to 5 Steps

  • *30 Day Build Out Phase - Unlimited Edits within 30 Days 

$250

Join The Most Successful Agencies On The Planet

Discover What Leadsoft Can Do For You & Your Agency

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