The CRM Built for Insurance Agents Ready to
Lead2Client CRM is the all-in-one GoHighLevel-powered platform built exclusively for insurance agents. Capture leads, automate follow-ups, and close more policies — all from one dashboard.
One Platform. Infinite Possibilities.
Replace 10+ tools with one powerful platform built specifically for insurance agents. Everything you need to capture, nurture, and close — in one place.
Lead Capture & Management
Capture leads from landing pages, forms, surveys, and inbound calls. Organize and track every prospect in your pipeline.
Multi-Channel Messaging
Reach leads via SMS, email, voicemail drops, and Facebook Messenger — all from one unified inbox.
Appointment Scheduling
Automated calendar booking with smart reminders, no-show follow-ups, and two-way sync.
Power Dialer & Phone System
Built-in outbound calling with a power dialer. Drop pre-recorded voicemails with one click.
Pipeline & Analytics
Visual sales pipeline with drag-and-drop stages. Track conversion rates, campaign ROI, and agent performance.
Websites & Funnels
Build high-converting landing pages and funnels with our drag-and-drop builder. No coding required.
Email Marketing
Send beautiful broadcast emails and automated drip campaigns. Track opens, clicks, and conversions.
Team & Agency Management
Manage multiple agents, assign leads, and track team performance from a single dashboard.
Mobile App
Manage your entire business from your phone. Get notified instantly when a new lead comes in.
Reputation Management
Automatically request Google and Facebook reviews from satisfied clients. Build your online presence.
Surveys & Forms
Build custom intake forms and surveys. Qualify leads automatically before they hit your pipeline.
Zapier & Integrations
Connect with 1,000+ apps via Zapier. Integrate with Facebook Ads, Zoom, and your favorite tools.
Pre-Built Agent Website
Every agent gets a professionally designed, ready-to-launch website — no developer needed. Go live in minutes.
A2P Compliance Handled
We handle your 10DLC A2P registration so your SMS messages reach inboxes — not spam folders. Fully compliant, zero hassle.
Free AgentVerifier Profile
Get listed as a verified, background-checked agent on AgentVerifier.com — building instant trust with every prospect you meet.
More Than a CRM. A Complete Growth System.
Lead2Client CRM goes beyond the CRM. Every plan includes three powerful extras that competitors simply don't offer.
Your Professional Website — Ready to Launch
No developer. No design skills. No delays.
Every Lead2Client CRM member gets a professionally designed, insurance-specific website that's ready to go live the day you sign up. Capture leads, showcase your services, and build credibility — all without touching a line of code.
WHAT YOU GET
A2P / 10DLC Compliance — We Handle It All
Your SMS messages land in inboxes, not spam folders.
A2P 10DLC registration is required to send business SMS in the US — and most agents get it wrong, leading to blocked messages and lost leads. We handle the entire registration process for you, so your outreach is compliant, deliverable, and effective from day one.
WHAT YOU GET
Free AgentVerifier Profile — Build Instant Trust
Stand out as a verified, background-checked professional.
Every Lead2Client CRM member receives a free verified profile on AgentVerifier.com — a consumer-facing trust platform where families search for licensed, vetted insurance agents. Your profile showcases your licenses, carrier appointments, and verified credentials, giving prospects the confidence to choose you.
WHAT YOU GET
Meet SparkyBot —
Your AI That Never Sleeps.
Upgrade to our AI plan and unlock a suite of intelligent tools that automate your entire sales process. From qualifying leads to booking appointments — your AI works while you focus on closing.
Unlock AI Features — $197/mo
AI Lead Qualifier
Automatically scores and prioritizes every incoming lead based on engagement signals, demographics, and behavior — so you focus on the hottest prospects first.
AI Communication Assistant
Generates hyper-personalized SMS and email follow-ups for every lead. Your AI assistant handles initial inquiries 24/7, books appointments, and never lets a lead go cold.
AI Content Creator
Create insurance-specific social media posts, email campaigns, and blog articles in seconds. The AI knows your industry and writes content that converts.
Predictive Sales Analytics
Forecast future revenue, identify at-risk clients before they churn, and get AI-driven recommendations on which leads to prioritize this week.
AI Chatbot for Your Website
Deploy an intelligent chatbot on your website that qualifies visitors, answers insurance questions, and books appointments — even while you sleep.
Smart Workflow Automation
AI analyzes your pipeline and automatically triggers the right follow-up sequence at the right time. No more manual tasks — let the AI work your leads.
AI Voice Bot
A fully conversational AI voice agent that handles inbound and outbound calls — qualifying leads, answering questions, and booking appointments in a natural human-like voice. 24/7, no hold times.
Choose Your Growth Plan
No contracts. No hidden fees. Cancel anytime. Start with our Base plan or unlock the full power of AI.
Lead2Client CRM
Everything you need to capture, nurture, and close leads.
No contracts · Cancel anytime
Lead2Client CRM + AI
The full power of AI to automate your entire sales process.
No contracts · Cancel anytime
🔒 Secured by Stripe. No contracts. No setup fees. Questions? Book a free strategy call.
Running an Agency?
We Build It For You.
Get a fully branded CRM platform configured for your agency — at no cost to you. Your agents get a world-class tool with your name on it, and they save up to 50% on their subscriptions as your team grows.
Lead2Client CRM vs. Other Insurance CRMs
See why insurance agents choose Lead2Client CRM over every other insurance CRM on the market.
| FEATURE | Lead2Client CRM | Other Insurance CRMs |
|---|---|---|
| Free AgentVerifier Profile | Verified trust badge | |
| Pre-Built Agent Website | Included in all plans | |
| Pre-Built Workflows | Ready-to-use automation templates | |
| White Glove Onboarding | Dedicated setup specialist | |
| Free Account Setup (Turnkey) | Zero configuration needed | |
| Advanced AI Features | Full AI Suite | |
| AI Lead Qualifier & Scoring | ||
| AI Communication Assistant | ||
| AI Content Creator | ||
| Predictive Sales Analytics | ||
| AI Website Chatbot | ||
| AI Voice Bot (Inbound & Outbound) | ||
| Power Dialer & Phone System | ||
| Multi-Channel Messaging | SMS, Email, FB, Voicemail | SMS, Email |
| Funnel & Website Builder | ||
| Appointment Scheduling | ||
| Email Marketing | ||
| Reputation Management | ||
| Mobile App | ||
| Zapier Integration | ||
| A2P / 10DLC Compliance Handled | Done for you | |
| 24/7 Support | ||
| Insurance Agent Community | ||
| Bilingual (English & Spanish) | Coming Soon |
Ready to experience the difference? Start with Lead2Client CRM today.
Get Started TodayWe Run Your Facebook Ads. Leads Land in Your CRM.
Built by Corey Bell — President of Lead2Client CRM — after managing over $1 million in Facebook ad spend for insurance agents. You pay Facebook directly. We handle everything else.
How It Works
We build the entire system so you don't have to.
Ad Copy & Creative
Professionally written ad copy and custom-designed Facebook ad graphics tailored to your niche and offer.
Audience Targeting
We build your ideal audience — location, demographics, interests, and custom audiences for maximum intent.
Full Campaign Launch
Complete Facebook Ads Manager setup, campaign structure, submission for review, and light optimization.
SparkyBot — 30 Days Free
AI-powered SMS automation follows up with every lead and books appointments directly into your calendar.
Everything That's Included
- Custom ad copy written for your offer & niche
- Facebook ad creative designed to convert
- Targeting strategy and audience setup
- Full campaign launch & review submission
- Facebook Page creation or optimization
- Branded content posts (2x/week, first 30 days)
- CRM integration into Lead2Client
- 30 days of SparkyBot SMS booking automation
- Full transparency — you own all assets
DFY Ad System
You pay Facebook directly — most agents start with $500–$1,000/month in ad spend. Zero markup. Zero commissions. Full ownership.
You own all assets — ad account, audiences, and creative.
Let's Build Your Growth Plan Together
Pick a time that works for you. In 15 minutes, we'll map out exactly how Lead2Client CRM can automate your follow-up, fill your calendar, and close more policies.
Everything You Need to Know
Still have questions? Book a free 15-minute strategy call and we'll answer everything live.
Still have a question we didn't answer?
Book a Free Strategy Call