Insurance agency CRM & outreach platform

Automate policy renewal calls, personalize policyholder outreach via SMS and email, and prospect new leads — all from one unified insurance CRM platform.

Policy Renewals

• Active Policies: 312
• Renewal Rate: 94%
• Due This Week: 47

Upcoming Renewals

• David R.
  Auto — Expires Apr 22
  Due Soon
• Lisa T.
  Home — Expires Apr 19
  Overdue
• Mike C.
  Life — Renewed Apr 15
  Renewed

Why Insurance Teams Choose LeapCaller

Retain more. Prospect smarter.

Workflow Automation

Automate renewal reminders, follow-up sequences, and task assignments. Never miss a policy renewal or prospect touchpoint again.

Personalized Service

Merge fields pull in policyholder names, policy numbers, and renewal dates so every message feels personal and relevant.

Unified Experience

Share contact information and communication history across your agency. Every team member sees the full picture.

Prospect Outreach

Power dial through prospect lists, send personalized quotes via email, and follow up with texts — all from one screen.

Key Features

Tools built for insurance workflows

Tagging System

Organize policyholders by coverage type, renewal date, agent, and custom categories.

Two-Way Communication

Clients can reply directly to renewal notices and updates in a threaded conversation.

Embedded Email Content

Send rich emails with policy documents, quotes, and branded materials.

Service Reviews

Request reviews and feedback via automated text surveys after key interactions.

Scheduled Messages

Set up recurring reminders for renewals, payment due dates, and policy check-ins.

Unlimited Contacts

No cap on policyholders or prospects — grow your book without extra cost.

Cloud-Based Data

Access client data and communication history from any device, anywhere.

Voice Calls & Broadcasts

Power dialing for outbound prospecting and pre-recorded messages for bulk updates.

Text Notifications

Instant alerts when clients respond or when renewals are approaching.

Ready to modernize your insurance outreach?

Join insurance agencies that use LeapCaller to retain more policyholders and close more renewals.