# 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.