You send a quote. The prospect says "I'll think about it." A week later, you realize you never followed up. They've already signed with someone who called them back.
Create jobs, assign to your team member, and track every job to completion.
Log billable hours per job. One click converts time entries to an invoice line item.
Track materials and costs per job for accurate profitability on every project.
Add a lead. Send a quote. Follow up. Close.
Referrals, online leads, cold calls — add them all. Stop losing track of who got a quote.
Every morning: "These prospects need a call today." Never let a quote go cold.
Lead → Quoted → Follow-up → Bound. Know where every opportunity stands.
"Quoted $1,200/yr auto, comparing with GEICO, decision by Friday." Notes attached to the prospect.
Auto, home, life, commercial — filter to see just the prospects that matter.
Add a prospect after a networking event. Check your pipeline between appointments.
Set up in 5 minutes. Track your first quote today.
Website forms, referrals, cold calls. One place for all of them.
Daily email shows who needs a call. Renewals, quotes, check-ins.
See your pipeline from prospect to policyholder. Know your close rate.
Track unlimited prospects on Starter and Pro plans.
1 user · 100 leads
or $9.99/month
5 users · 1,000 leads
or $29/month
Up to 25 users + leads
or $79/month
One flat price per plan. Cancel anytime.
✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.
We cut the features independent agents never use. No policy management, no claims tracking, no commission splits. Just leads, follow-ups, and a clear pipeline.
Most prospects shop 2-3 agents. The one who follows up wins. LeadWiseSystem makes sure you're that agent.
Track your first quote in 2 minutes.