Capture quote requests and follow up on them.
Every request lands in one pipeline with its source, an owner and the next task. Timed follow-up stops when the person replies or books.
Swipe to see every stage.
Maya R. · Auto quote request
Web form · Owner: Unassigned
The web form creates a record with its source. No owner yet.
- Next task:
- Assign an owner
- Last activity:
- Web form request, 9:02 am
The agent's view
Follow one quote request from first message to outcome
Pick a step. The record, the tasks and the thread show what your agent sees at that point.
Maya R.
Record
- Source
- Web form
- Assigned agent
- Unassigned
- Stage
- New request
- Outcome
- Open
Tasks
- Assign an ownerToday · Unassigned
Inbox thread
Web form · 9:02 am
Email · 9:02 am · automatic reply
Quotes are prepared in your own rating or agency system; LeadEazy tracks the request, the follow-up and the outcome.
Honest scope
What works today, what we set up, what is not built
Quote tracking and follow-up run on the shared CRM now. The insurance-specific tools are not built and have no date.
Works today
On the shared CRM now
Capture quote requests
Web forms and inbound messages create a record with its source.
Assign an owner and a task
Every request has someone responsible and a next step.
Quote pipeline
Stages and sources you define. Quotes themselves are made in your own system.
Timed follow-up
Emails, texts and call tasks that stop when the contact replies or books.
Shared inbox
One thread per contact across email and text.
Reminders for review meetings
Booking links and reminders.
Reporting
Pipeline and follow-up reporting.
Set up with us
Needs configuration or a provider account
Texting (A2P)
Needs US carrier registration and contact consent first. Third-party charges apply.
AI call answering
Optional. Provider-backed and usage-based, set up with us.
CRM setup service
We configure your stages, sources and follow-up with you.
Not built
Do not buy for this
Agency management system sync
Carrier integrations
Rating or quoting engine, quote documents
Underwriting and binding
Policy administration and policy data
Renewal tracking
Does LeadEazy integrate with my agency management system?
No. There is no agency management system integration today. Keep policy records in your own system and use LeadEazy for the conversation and the pipeline.
Can it route leads by product or territory?
Not automatically. You can assign records to people on your team. Product and territory routing is not built.
Is texting allowed for insurance leads?
Rules for consent, do-not-call and licensing vary, and you are responsible for compliance in your market. Technically, US business texting needs carrier (A2P) registration, with third-party charges.
Walk us through one quote request
Tell us where requests arrive today (web form, phone, referrals) and who follows up. We will show how that runs in the shared CRM and say plainly what is not built: agency-system sync, carrier integrations and policy administration.
Registering interest opens an email to us. Nothing is sent until you send it, and no dates are promised.