Lead2Client CRM
We Help
Insurance Agents
Thrive With Our
All-In-One Sales & Marketing Platform
[ For Insurance agents READY TO LEVEL UP ]
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We're In The Business Of Helping You Grow Yours
Lead2Client CRM is the first-ever all-in-one platform that will give you the tools, support and resources you need to succeed with your business.
931+
BUSINESSES
16.7K+
CUSTOMERS
5.3M+
LEADS
3.1M+
CONVERSATIONS
This Is Everything
Your Business Needs To Succeed
We bring all the things you need to solve your digital marketing problems in one place.
Do you want more customers?
With the support of our community, you will know the best strategies that most successful digital marketers are using to make a ton of money online
Do you want to keep your clients longer?
With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients and customers happy.
Do you want to scale your business?
We will help you grow your business by connecting you with the most successful business owners on the planet who will be able to help you automate your marketing, nurture and fulfillment efforts.
Building The Business Engine
All the tools you need in one platform.
capture
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
Nurture
Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!
CLOSE
Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!
"Best CRM I’ve used. It’s closed multiple deals for me! Hands down the best in the industry."
Noah White
Independent Agent
Capture New Leads
Our thriving community of the most successful and visionary business owners on the planet. Get all the training and resources you need to start or grow your business.
CREATE WEBSITES & LANDING PAGES
Create gorgeous, high-converting landing pages on your domain with Lead2Client CRM’s drag-and-drop builder. Whip up an on-brand showstopper in a matter of hours or get started with a pre-made template in seconds. You can also get fancy by adding custom scripts and integrations.
DRAG & DROP SURVEYS AND FORMS
Build and publish your forms in just minutes. No drudgery, just quick and easy form-building. Select your fields, configure your options and easily embed forms using the built-in tools.
ONLINE APPOINTMENT SCHEDULING
Use the Lead2Client CRM calendar to set and manage appointments. With triggers, you can create mini-campaigns for no-show appointments and reminders!
"I love my Lead2Client CRM!!! It's genius"
Monica D. Henderson
Independent Agent | Family First Life
create amazing landing pages
in minutes with the
funnel builder
automate your messages so you can be hands-off
Nurture Leads Into Customers
Join thousands of other owners to learn how they’re being successful and growing their business with Lead2Client CRM...and how you can do the same too.
Easily Customize your follow-up campaigns
With Lead2Client CRM, you'll be able to create automated follow up campaigns to any Lead, Prospect or Client all in one central place.
create multi-channel campaigns
When a Lead comes in, you can automatically push a phone call to the lead, drop a voicemail to any contact automatically using a pre-recorded message, and follow up with an automated SMS and Email that can be scheduled at any pre-determined window.
two-way communication on any device
Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!
"The BEST! As a new agent this CRM has been a game changer for me to keep myself organized and in touch with my leads & clients. I'm still learning everything this baby can do. I'm not the best tech savvy person but learning. Corey's patience with me helping me along the way. Best customer service hands down. They genuinely care you are getting the most out of your CRM. Did I mention the rates! Best I've found. Extremely affordable which is great for me just starting in the industry. Thanks so much Lead2Client!"
Kimberly Randolph
KNR Life
Close More Deals
Join thousands of other business owners to learn how they’re being successful and growing their business with Lead2Client CRM...and how you can do the same too.
manage your workflow and pipeline
The ability to track the leads in a pipeline has become even easier through our advanced Dashboard.
collect customer payments
Turn existing customers into repeat customers by making it easy for them to shop with you again and again.
all the analytics & reports in one place
Track stats such as appointment rates, campaign effectiveness, and even response rates!
"Hands down the best CRM in the insurance industry & Customer service like no other. The rates can not be beat…if you are an insurance agent looking to utilize a full functioning CRM this is a no brainer."
Bobby V
Owner | Digital Agent Consulting
ALL THE ANALYTICS
& REPORTS IN ONE PLACE
Award-Winning Support
Lead2Client CRM provides around-the-clock support and customized support to deliver the best customer experience. Our highly experienced Support Engineers deliver proactive, real-time professional services 24/7 to increase your stability, efficiency, and effectiveness. If you have a question, we have an answer.
makes switching easy
You never need to worry about losing contacts or automations. When you switch to Lead2Client CRM, we help you get up and running fast.
free concierge migration
Migrations can be tricky and using a third-party plugin might not always be the best way to go. Sometimes this doesn't bring over everything and could result in data loss if you don't know what you're doing. It's much safer to let our expert migration team handle everything.
24/7 support
When you can't find an answer to your question or problem using the self-training support channels, you can contact the support team.
"5 out of 5 stars! Corey Bell has created something that is, hands down, THE BEST BANG FOR YOUR BUCK CRM! It slices...it dices...but seriously. Web builder, Funnel builder, 52 Week Nurturing Workflow(ALREADY DONE FOR YOU), and so on and so on...You get the point! Thank you Corey and Thank you Lead2Client."
William E. Bewley
Owner | The W Group
Join The Movement
Our thriving community of the most successful and visionary insurance agents on the planet. Get all the training and resources you need to start or grow your business.
by AN INSURANCE AGENT, for INSURANCE AGENTS
Our thriving community of the most successful and visionary insurance agents on the planet. Get all the training and resources you need to start or grow your business.
community driven development
People do business with people they know, like and trust. Companies don’t make decisions, people do. Your professional network can open doors for you that otherwise could not be opened.
network with other successful BUSINESSES
In business, the biggest deals never happen as you sit behind your computer or in your office. The real needle-movers happen through relationships.
"I recommend this crm & think it's the best on the market. I'm not tech savvy but learning everyday. You won't find better support, Corey is great."
Josh Ritter
Owner | The Ritter Group
Join The Most Successful Insurance Agents On The Planet
Discover What Lead2Client CRM Can Do For You & Your Business
No obligations, no contracts, cancel at any time
WHITE GLOVE SETUP OPTIONS
Elite Plan
$297
- PREMIUM CONTENT - Exclusive workflows to supercharge your business with access to training library
- white-glove onboarding- account fully setup and ready to work for you
- elite members training - access to training library specific for premium c
Basic Account
$197
Hear From Some Of Our Clients
DAVID BURKHARDT
CRAIG PETERSON
JULIAN DICKINSON
JOSE LUIS MARTINEZ
PATRICK FRANCE
HOLLY PRENTICE
Join Our Community Of The Most Amazing Insurance Agents On The Planet
Discover What Lead2Client CRM Can Do For You & Your Business
No obligations, no contracts, cancel at any time
FEATURES
Insights
Dashboard
Outbound Calling
Appointment Automation
Reputation Management
Unified Messaging
Lead Management
Easy Integration
Mobile App
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