Capture leads in seconds
A minimal form that keeps every prospect in one place — no more sticky notes, spreadsheets, or lost text messages.
Built for insurance producers
Never Lose a Lead Again
Capture insurance leads, track every conversation, and follow up on time — with a clean, focused workspace built for agents who close policies, not fill spreadsheets.
SOC-2 aligned·No credit card required·Cancel anytime
3,200+
Insurance agents onboarded
$14.6M
Additional premium tracked in 2025
4.9 / 5
Average rating from producers
“I used to lose track of leads in spreadsheets. Now every follow-up happens on time and I've closed 34% more policies this quarter.”
Priya Nair
Independent Life & Health Agent
“The dashboard makes it obvious which leads are cold and which are ready to buy. It feels like having a second sales assistant.”
Marcus Bell
Auto Insurance Broker
“Onboarded three producers on my team in an afternoon. The activity timeline alone paid for the app in the first month.”
Elena Ortiz
Agency Owner, Ortiz Insurance
Northwood AgencyPrairie LifeCoastal AutoSummit Health BrokersBlue Ridge Ins.
ROI calculator
See what following up on time is worth
Move the sliders to match your book of business. We'll estimate the revenue you could unlock by keeping every lead moving.
Today
$17,280
Monthly revenue at your current follow-up rate
With disciplined follow-up
$21,600
Potential lift of $4,320 / month
The workspace
Everything an agent needs, nothing they don't
A focused surface for the two things that grow a book of business: capturing prospects and following up with intent.
Track status at a glance
Visualize the whole pipeline from New to Closed Won. Filter by stage so you always know where to focus your day.
Activity timeline
Every note, status change, and touchpoint saved with a timestamp so you can pick up any conversation exactly where you left it.
Notes that stay with the lead
Structured notes attached to each lead — searchable, dated, and always in context. Ideal for compliance and quick recall.
Ready to run every follow-up on time?
Start with your next lead. Import your existing pipeline whenever you're ready.