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Marketing & lead generation

Automated campaigns, lead management, and integrated CRM keep your agents and agency partners focused on closing instead of chasing leads.

Automated email and SMS campaigns

Lead marketplace with ROI tracking

Integrated CRM with built-in dialer

THE CHALLENGE

Your agents are spending more time chasing leads than closing them

Most organizations face the same problem: Agents buy leads from scattered sources, track follow-ups in spreadsheets, and lose prospects in the gaps between systems. The result? Wasted marketing spend, inconsistent follow-through, and agents who burn out before they break through.

The problem isn’t your agents. It’s not having the marketing infrastructure to keep them consistently productive.

HOW INSURATEC SOLVES IT 1/3

HOW INSURATEC SOLVES IT

Organize and track every lead source

InsuraTec gives agents tools to manage leads from any source—track where they came from, how they convert, and where to invest.

What you get:

Lead distribution system to route opportunities by product and territory
01
ROI tracking that shows which lead sources convert to policies
02
Integration with social media and advertising funnels
03
Centralized dashboard for leads from any vendor or campaign
04

Automate follow-up so nothing falls through

Leads that don't get followed up immediately turn into wasted money. InsuraTec's automated campaigns keep prospects engaged until agents are ready to close.

Marketing automation:

Drip campaigns with customizable email and SMS sequences
01
Pre-built funnels for different products and prospect stages
02
Automated appointment reminders and policy renewal notifications
03
Campaign performance tracking across all communication channels
04

Manage everything from one platform

Agents switching between lead sources, dialers, and CRMs waste time and lose context. InsuraTec Connect puts every prospect interaction in one place.

Unified CRM features:

Built-in dialer for calls and SMS directly from the platform
01
Complete contact history and notes across all touchpoints
02
Pipeline management with customizable stages and workflows
03
White-labeled client portals for policy servicing and renewals
04

who we serve

Designed for your
growth stage

Independent insurance agencies

looking to provide agents with enterprise-level marketing tools
Agency leaders

tired of agents wasting money on leads that don't convert
Agencies scaling rapidly

who need marketing infrastructure that keeps pace with agent growth
Regional agencies

managing distributed teams who need unified visibility into marketing ROI
Growing IMOs

that need centralized lead management across multiple teams
Insurance carriers

evaluating distribution partners based on lead conversion and agent productivity

THE PLATFORM

What's inside

Key capabilities:

Integrated dialer for calls and SMS directly from contact records
Drip campaign builder with email and SMS automation
Pipeline management with customizable stages and workflows
Complete contact history and interaction tracking

Key capabilities:

Lead purchasing by product type, territory, and quality tier
Automated lead distribution from InsuraTec’s marketing campaigns
ROI tracking showing cost-per-lead and conversion rates
Lead source performance comparison across all channels

Key capabilities:

Pre-built campaign templates for common insurance products
Customizable drip sequences with timing and content control
Multi-channel campaigns combining email, SMS, and voice
Automated appointment reminders and policy renewal notifications
A/B testing for campaign optimization
Performance dashboards tracking opens, clicks, and conversions

Key capabilities:

Custom branding with your logo, colors, and domain
Client policy viewing and document access
Appointment scheduling and communication tools
Renewal reminders and policy management
Agent contact information and support resources

WHY INSURATEC

Keep your brand. Borrow our infrastructure

Ownership and control

Your agents work your leads under your brand. You maintain complete visibility into marketing spend and conversion rates across your organization.

True integration

Unlike standalone marketing tools, InsuraTec Connect pulls data from your recruiting, policy management, and commission systems, giving you a complete view of agent productivity.

Integrated technology

One platform instead of connecting separate tools for lead buying, CRM, dialing, and campaign automation. Everything flows seamlessly from lead to closed policy.