Everything you need to stay responsive, build trust, and grow your book of business

Life insurance is personal — but your process doesn’t have to be manual. LeadPro helps you connect with prospects faster, earn more reviews, send professional quotes, and stay top-of-mind automatically. More sales. Less chasing.

Life insurance agent using business software to manage leads, schedule consultations, and follow up with clients.
Insurance agency using software to automate client communication, track leads, and improve close rates.
Life insurance professional leveraging software tools to build trust, boost reviews, and grow their book of business.
Agent using business software to organize appointments, respond faster, and improve client relationships.

Digital tools built to help life insurance agents

close more policies and stay organized

Chat screen showing an AI assistant scheduling a life insurance consultation after answering a prospect's question about term policiesChat screen showing an AI assistant scheduling a life insurance consultation after answering a prospect's question about term policies

AI Lead Response & Appointment Booking

Whether it’s a website form, a Facebook message, or a phone call — your AI Agent responds instantly. It answers common questions, books consultations, and follows up so no opportunity slips through the cracks — even after hours.

Let Your Clients Sell for You

LeadPro helps you build credibility by sending automated review requests after every policy is issued. AI-generated responses help you stay professional, while your Reputation Dashboard makes it easy to manage everything in one place.

Review dashboard showing positive client testimonials, with an AI-generated reply preview and review automation toggled on
Tablet displaying a life insurance quote with digital signature fields and status indicators showing “Viewed,” “Signed,” and “Paid”Tablet displaying a life insurance quote with digital signature fields and status indicators showing “Viewed,” “Signed,” and “Paid”

Send Quotes. Get Signed. Get Paid.

Send branded estimates and invoices directly to clients by text or email. Include e-sign options for fast approvals, and track when each quote is viewed, approved, or paid — all in one platform.

Never Miss a Follow-Up

From scheduled check-ins to policy renewals, LeadPro sends automated reminders via text and email — so you stay connected and top-of-mind without manual follow-up. Build long-term relationships, automatically.

Phone displaying a reminder text: “Hi David! Just a reminder about your life insurance review appointment tomorrow at 11AM
Small business owner using software tools to grow their business and improve online performance.

Get endless support at every stage of your business journey, no matter where you are.

Not sure which software is right for your business? Our experts will guide you through a custom demo to find the best fit. As a LeadPro user, you’ll get a dedicated rep, unlimited onboarding, and support!

All-in-one software helping small businesses grow, attract more customers, and improve operations.

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