Insurance Use Cases - Overview

Insurance Use Cases - Overview

Are you an insurance agency using Leadsoft?

Check out these guides on how we can solve real world problems you're facing right now.

Business Insurance

Including Commercial Properties, Workers Compensation, and more.

All 50 States

Commercial Property

Getting Started with our Commercial Property Data
Getting started with our Commercial Property Data is easier than it might look at first - but there’s a lot going on inside LeadSoft so it helps to follow this step by step guide so you can get up and running in just 10-15 minutes. The first thing you’re going

California

Artisan Contractors, Workers Compensation

Getting Started with California Contractors Database (Workers Compensation)
If you haven’t followed our Quickstart Guide or Commercial Quickstart Guide, we’re going to start there. This video will walk you through: * Adding your Employees * Settting up their Leadsoft Phone Numbers * And how they can sync their Calendars. Once this is all set up, you are ready to start…

Personal Lines

Home, Auto, and Life Insurance

Powered by our Quotewizard Integration

Supercharge Your Sales Process with QuoteWizard and LeadSoft Integration
Do you use Quotewizard for Home, Auto or Life? Our Quotewizard integration can help agents respond first and follow up without dropping the ball so you can close more of your opportunities. Best of all, if you don’t win their business this year, Leadsoft can help you follow up every

Referral Partnerships

Build Long Lasting Referral Partnerships for both Personal and Business Lines

How to Build a Powerful Network of Valuable Referral Partners
As an insurance agent, you know that building a strong referral network is critical to your success. That’s where LeadSoft comes in - it’s a superpowered B2B outreach tool designed to help you forge lasting connections with referral partners. Let’s dive into how insurance agents like you can leverag…