Features
Everything You Need to Run Your Sales Business.
Powerful tools designed to help insurance professionals work smarter, stay organized, and manage more opportunities.
Dashboard
Available nowYour Sales Command Center.
Monitor your whole business from one dashboard. Figures come from the records in your own workspace.
- Lead statistics
- Contacted prospects
- Meetings booked
- Calls logged
- Messages sent
- Performance trends
- Lead source breakdowns
- Sales funnel visualization
- Outreach activity
Product tour
Take a Look Inside Your New Sales Command Center.
Interface previews are built from the same layouts as the portal and use illustrative demo data.
See leads, contacts, meetings, calls and messages for any date range, with a funnel that shows exactly where prospects stall.
Ready to Take Control of Your Pipeline?
Automation and AI
Let Automation Handle the Follow-Up. You Focus on the Conversation.
LeadFocus AI helps you reduce repetitive sales tasks by turning follow-up into a clear, trackable workflow.
- 1New Lead Imported
- 2Lead Organized
- 3Follow-Up Scheduled
- 4Message Drafted or Queued
- 5Agent Engagement
- 6Appointment Scheduled
- 7Opportunity Updated
- 8Performance Tracked
Human-approved
You review and approve texts and emails before anything leaves your workspace.
Available nowAI-assisted
AI writes editable drafts, scripts and templates. You stay in control of what is sent.
Available nowAutomated sending
Fully automatic sending is only available once a messaging provider, consent controls and workflow execution are configured.
Needs connected providerAnalytics
Know Your Numbers. Improve Your Process.
An interactive view of the same measures you will see on your own dashboard.
- New leads
- Contacted prospects
- Appointments booked
- Calls logged
- Messages sent
- Lead source performance
- Sales funnel visualization
- Outreach distribution
- Campaign activity
- Automation health
Sample figures only. They are not customer results and do not predict yours.