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Experience a streamlined CRM that simplifies your workflow, boosts prospect-to-appointment conversions, and equips you with tools to enhance sales with existing clients. Don’t miss out!
We understand—you need a solution that truly fits your business needs. A website that connects with your audience, promotes your services effectively, and runs automated workflows tailored to your unique customer journey. Building all these marketing assets from scratch would take up too much of your valuable time—time that should be spent growing your revenue.
That’s why we created LFD —a complete set of ready-to-use marketing tools, including a professional website, automated workflows, sales pipelines, and more. Remember , this CRM was fully built by insurance agents, so we fully understand your needs.
Gain access to powerful tools designed to streamline your workflow and grow your business—all included with your account.
LeadFlowDirect is built to help your business grow from day one. With essential tools, personalized setup support, and an easy-to-use Customizer, you can adjust every marketing asset without any technical expertise.
During your onboarding call, our team will tailor your account to match your needs, ensuring you maximize LeadFlowDirect’s powerful features.
After your trial, enjoy full access for just $97 per month, including core features and free support. Optional upgrades are available to expand your capabilities as your business scales. Carrier fees may apply for SMS and calls, with transparent pricing so you always know what to expect.
Read some reviews and success stories from our loyal customers who achieved their goals with our Projects and services.
Insurance Agent
I was skeptical at first, but after trying LeadFlowDirect’s 10-day free trial, I was blown away. The automated follow-ups and AI-powered lead distribution helped me close more deals effortlessly. I signed up immediately!
Life Insurance Specialist
The onboarding process was seamless! The team tailored my account to fit my business needs, and within days, I was generating leads on autopilot. LeadFlowDirect is a must-have for insurance professionals.
Health Insurance Broker
I used to spend hours manually following up with leads. Now, LeadFlowDirect handles it all—emails, SMS, even appointment reminders. My response rate has tripled, and I don’t have to lift a finger!
Property & Casualty Agent
I love how LeadFlowDirect includes everything I need—customizable marketing tools, a CRM, automated policy renewal reminders, and even AI-powered client interactions. It’s like having an entire marketing team at my fingertips.
Independent Insurance Advisor
For just $97 a month, I get a complete business solution. The transparent pricing, automated workflows, and live chat support make it the best investment I’ve made in my business.
Once you complete onboarding, you’ll receive an invitation for a free, private call with your account consultant. They’ll guide you through the next steps to ensure everything is set up smoothly. It’s that simple!