Know which lead source is worth the money.
InsuredLead scores every inbound lead the moment it arrives, ranks your inbox by who’s ready to buy, and shows you which paid sources are producing real business — built for independent P&C and life/health brokerages.
This week’s summary
QuoteWizard is your cheapest source per lead but your most expensive per quality lead — nearly half its leads went dead. SmartFinancial cost more up front and returned your highest-intent leads this week.
| Source | Quality | Leads | Dead Rate | $ / Quality Lead |
|---|---|---|---|---|
SmartFinancial | 74 · Hot | 128 | 12.5% | $18.40 |
EverQuote | 66 · Warm | 96 | 21.9% | $22.10 |
Website Form | 58 · Warm | 41 | 9.8% | — |
QuoteWizard | 34 · Cold | 73 | 46.6% | $31.70 |
The leads are fine. How you work them is costing you.
Three things quietly cost independent agencies bound policies every week.
You can't tell which paid source is worth it
Every aggregator charges per lead regardless of quality. Without a cross-source view, you keep paying the vendor quietly sending you junk.
You call leads in the order they arrive
So a ready-to-bind lead sits in the queue while a producer works through tire-kickers first. By the time you reach it, it's gone cold.
Qualifying by hand eats producer hours
Reading every intake form to guess who's serious is time your producers should spend on the phone with the people who are.
Exactly what your team sees
No demo-ware. These are the real screens, with the same scoring, the same Signal Scale, the same reasoning your producers act on.
Your team calls the right lead first
Every lead is scored 0–100 on intent and urgency the moment it lands, then the inbox ranks itself. Producers work the hot leads at the top while they’re still worth calling — no more dialing in the order things happened to arrive.
| Score | Contact | Source | Coverage | Status | Received |
|---|---|---|---|---|---|
| 92HotAsked for a quote 'before Friday' and gave a full phone number — high urgency, easy to reach. | Marcus Bennett(704) 555-0182 | SmartFinancial | Auto | New | 3m ago |
| 81HotNew mortgage closing this month — actively shopping, complete contact info. | Danielle Ortiz(312) 555-0147 | EverQuote | Home | New | 11m ago |
| 64WarmComparing term policies but no timeline given — worth a call today. | Grant Whitfield(480) 555-0199 | Website Form | Life | Contacted | 34m ago |
| 51WarmPartial contact details, vague intent — follow up when the hot leads are cleared. | Theresa Nguyen(206) 555-0163 | QuoteWizard | Auto | New | 1h ago |
| 24ColdDisconnected number and a competitor's name in the notes — low intent. | Kevin Alvarez(615) 555-0121 | QuoteWizard | Home | Dead | 2h ago |
Every score explains itself
Open any lead and see the plain-English reason behind its score — the urgency language, the coverage type, the contact details that moved the number. If it looks wrong, a producer corrects it in one click, and the scoring learns from it.
Marcus Bennett
SmartFinancial · Auto
AI Reasoning
This looks wrongAsked for an auto quote ‘before Friday’ and left a full mobile number, so this lead is both urgent and easy to reach. Mentioned switching from a prior carrier — a strong signal they’re ready to bind, not just browsing.
Activity history
AI scored 92
Flagged Hot
3m agoLead created
via SmartFinancial
3m agoLive in an afternoon
No migration, no new CRM. Three steps from connected to calling the right lead first.
Connect a source
Point a webhook, forward your aggregator emails, or upload a CSV. No new CRM to adopt.
Leads get scored automatically
The moment a lead arrives, it's scored 0–100 on intent and urgency, with a plain-English reason attached.
Call the right one first
Your inbox ranks itself. Your team works the hot leads at the top while they're still worth calling.
Pricing that tracks your lead volume
Pay for the leads you score, not per seat. Three plans, no setup fee.
Starter
One source, one team, every lead scored.
Growth
Most popularMultiple sources at volume, with source reports.
Agency
High volume, the full reporting suite.
We’re working directly with a small group of independent agencies right now.
InsuredLead is early on purpose. Rather than chase logos, we’re building alongside a handful of design-partner brokerages — tuning the scoring on real books of business before opening it up. If that sounds like your agency, we’d like to talk.
Become a design partnerStraight answers
- Is this a CRM?
- No. InsuredLead is a thin scoring layer that sits on top of whatever sources you already use — it doesn't replace your CRM or agency management system. It answers one question your CRM doesn't: who should your team call first, and why. Leads flow in, get scored the moment they arrive, and rank themselves in a ready-to-work inbox.
- What if the AI gets a score wrong?
- Every score comes with the reasoning behind it, so a producer can judge it at a glance rather than trust a black box. When one looks off, hit "This looks wrong," set the right score, and note what the AI missed — the lead updates instantly and your correction is logged. Those corrections are how the scoring keeps getting sharper on your book of business.
See it score your own leads
Bring a week of real intake data and we’ll show you your inbox, ranked, on a short call.
Talk to us