Track every lead from first call to close. Never lose a policy to a missed follow-up.

Start 14-Day Free Trial Watch Demo
✓ No credit card to Try✓ 14-day free trial✓ Cancel anytime
⭐ 14-day free trial ✓ No credit card to try ✓ No setup fees ✓ No contracts ✓ Works on any phone

Sound familiar?

84%

of quote-ready insurance leads go cold within 48 hours when follow-up is slow or inconsistent

60 days

before renewal is when competing agents start calling your clients — most agencies miss that window entirely

5–7x

touchpoints needed to close an insurance prospect — most producers stop at two

10–15 hrs

per week lost to manually tracking leads, renewals, and follow-ups across email, AMS, and sticky notes

$0

in cross-sell revenue from clients who don't hear from you between their renewal dates

Built for the field

Everything you need.
Nothing you don't.

No spreadsheets. No sticky notes. No wondering where that estimate went.

📋
Every prospect tracked
Home, auto, commercial, life — one pipeline. See exactly where every prospect stands.
📅
Renewal date reminders
Log policy dates. Reminders 30–60 days out. Stop losing clients to competing agents who call first.
🔄
Cross-sell pipeline
Tag clients by current coverage. See who needs auto when they already have home.
📞
Follow-up reminders
Daily list of prospects due for a call. Never go a week without touching a warm lead.
📊
Close rate by source
Know which referral partners and lead sources actually close. Stop chasing leads that never convert.
insurance lead tracking insurance job pipeline insurance invoicing

Getting started

Up and running
in 5 minutes.

01

Add your first lead

Name, phone, what they need. Thirty seconds on your phone from the job site.

02

Send a branded quote

Line items, price, your logo. Hit send. They approve it — you win it.

03

Invoice and get paid

One click converts your quote to an invoice. Log hours, expenses, see your margin.

From lead to paid invoice in 90 seconds.

Watch how a real contractor uses LeadWiseSystem to quote a job and get paid.

Job profitability

Know your book of business at a glance.

Stop guessing. Know before you quote the next one.

Pipeline by product

Home, auto, commercial — broken out separately. Know where your next commission is.

Renewal visibility

60 days from renewal. 6 months since last contact. One view answers both.

Close rate by source

Which referral partners and lead sources actually close. Stop chasing the ones that don't.

Simple pricing. No per-tech fees.

Add your whole crew. The price doesn't change.

Solo
$9.99
/mo or $99.99/yr

For solo operators. 1 user · 100 leads

  • ✓Lead tracking + pipeline
  • ✓Quotes + invoicing
  • ✓Job scheduling + time tracking
  • ✓Expense tracking per job
  • ✓Profitability reports
  • ✓Customer hub
  • ✓Daily follow-up reminders
  • ✓Communication log
  • ✓Brand profiles
  • ✓CSV import/export
Start 14-Day Free Trial
Most Popular
Starter
$29
/mo or $290/yr

For small teams. 5 users · 1,000 leads

  • ✓Lead tracking + pipeline
  • ✓Quotes + invoicing
  • ✓Job scheduling + time tracking
  • ✓Expense tracking per job
  • ✓Profitability reports
  • ✓Customer hub
  • ✓Daily follow-up reminders
  • ✓Communication log
  • ✓Brand profiles
  • ✓CSV import/export
Start 14-Day Free Trial
Pro
$79
/mo or $790/yr

For growing teams. 25 users · Unlimited leads

  • ✓Lead tracking + pipeline
  • ✓Quotes + invoicing
  • ✓Job scheduling + time tracking
  • ✓Expense tracking per job
  • ✓Profitability reports
  • ✓Customer hub
  • ✓Daily follow-up reminders
  • ✓Communication log
  • ✓Brand profiles
  • ✓CSV import/export
Start 14-Day Free Trial

Stop losing insurance clients to missed follow-ups.

14 days free. No credit card. Running in 5 minutes.

Start for free →