Turn Dead Leads into Closed

Deals with Automated Follow-Ups

Turn Dead Leads into Closed Deals with Automated Follow-Ups

The #1 CRM for Insurance Brokers Who Want to Sell More, Recruit Faster, and Scale Smarter

Stop wasting time on cold leads and manual follow-ups. Lead Legacy CRM revives lost deals, automates your outreach, and books appointments—so you can focus on closing sales and growing your agency.

What You Get with Lead Legacy CRM

Both plans give you full access to our entire business system, setting you up for success right from the start. Here’s what’s in your toolkit:

Revive Leads & Boost Sales

  • Revive & Convert Dead Leads – Automated text, email, and call sequences bring unresponsive leads back to life.

  • Fill Your Calendar on Autopilot – AI-driven appointment booking means no more chasing prospects.

  • One Dashboard for Your Entire Business – Track clients, recruits, and agents all in one place.

  • Plug-and-Play Marketing Funnels– Run proven campaigns without hiring an agency

Designed for Insurance Brokers by Insurance Brokers – Whether you're closing policies or recruiting agents, Lead Legacy CRM does the heavy lifting.

Real Brokers. Real Results

see What Brokers Are Saying

Since using Lead Legacy CRM, I’ve closed more policies in one month than I did in an entire quarter!"

Micheal T.

Insurance Agency Owner

The automated follow-ups helped me convert leads I forgot about. I went from chasing prospects to having them book calls with me!

Sarah L.

Independent Broker

Why Choose Lead Legacy CRM?

More Sales, Less Effort – Let automations do the follow-ups while you close deals.

Proven to Increase Conversions – Stop losing money on cold leads that never get contacted.

Simple & Effective – No tech headaches. Just plug in your leads and watch the pipeline fill up.

Only a Few Free Trials Left – Start Yours Now!

Choose Your Plan

individuals

(Perfect for solo agents who want better follow-ups and higher close rates)

Features

  • CRM + Pre-Built Pipelines – Track & follow up on leads automatically

  • 4 DFY Calendars – Auto-schedule appointments

  • Unlimited SMS & Email Automations – Set & forget follow-ups

  • Missed Call Auto-Responder – Convert missed calls into booked meetings

  • Done-for-You Website – Instant credibility boost

  • Social Media Planner + AI Tools – Auto-generate posts & captions

  • 3+ Pre-Built Marketing Campaigns – Ready-to-use sales systems

  • Exclusive Lead Purchasing Access – Buy high-intent IUL, Annuity, FEX, Term, MP, and Recruiting leads

No contracts - cancel anytime

Team bUILDERS

(For brokers building a team and scaling their agency with automation)

Features

  • Unlimited Pipelines, Campaigns & Users – Scale without limits

  • Power Dialer INCLUDED – Call 10x faster

  • 5 Ready-to-Run Ad Funnels – Proven client & recruit-getting ads

  • 15+ Pre-Built Campaigns & 45+ Automations – Work smarter, not harder

  • AI Funnel & Website Builder – Build custom sites instantly

  • Google My Business Review AI – Auto-get 5-star reviews

  • Custom KPI Dashboards – Track agent performance & conversions

  • Team Chat & Collaboration Tools – Manage everything in one place

  • 3 FREE Subaccounts – Add team members at no extra cost

  • Recruiting & Training Automation – Auto-follow-ups + new agent training portal

  • Live Weekly Office Hours – Q&A & CRM optimization support

No contracts - cancel anytime

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