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Leads360 specializes in lead management software and solutions for insurance companies that want to sell more policies, quickly and easily. Our goal is to help clients acquire and convert more leads into life-long insurance customers. We make leads more valuable™.

Leads360 Enterprise Logo Leads360 Enterprise is designed to meet the needs of larger insurance companies, which require a highly configured or customized sales process. Enterprise edition starts with pre-configured templates, but allows clients to fully configure the workflow, processes, distribution and analytics capabilities. In short, if you can think it, Enterprise can do it.

Leads360’s Enterprise edition requires additional training and includes access to a dedicated Customer Success Manager (CSM) who works closely with you to develop a custom tailored lead management platform. In addition to your personal CSM, you will have unlimited access to our insurance industry experts and their growing experience in this quickly evolving industry.

Some of the key features available in Enterprise: Click here for more details

Receive leads in real time from any lead provider or source.

• Leads360 ensures that your agents get their leads within seconds of being received

Intelligently and automatically distribute and redistribute leads to agents

• Enterprise allows infinite custom distribution and redistribution rules based on any criteria
• Fully customizable Actions, Statuses, and Workflows can be implemented to match the requirements of any insurance company
• Enterprise allows agents to be assigned to custom groups with different distribution and workflow rules for each group
• • Different groups can use different approaches
  • Specialized groups, such as qualification teams or regional agents, can be can be given unique workflows
• Send leads to where they are needed most
• • Leads are only sent to agents who are ready to work them
  • Neglected leads are automatically redistributed
  • Leads can be actively pushed to agents (“Push Distribution”)
  • Leads can also be pulled from a pool by agents (“Pull Distribution”)
  • Individual agents can have a by-the-minute, hour, day or month lead cap assigned
• Enterprise allows leads to automatically change status based on distribution rules
• Custom reminders can be created to prompt agents, administrative staff, managers or others, to perform certain actions at various stages in the sales process

Track leads through the life of the sales cycle

• Maintain visibility over the entire sales pipeline
• Prompt agents to work the right leads at the right time
• Help agents to frequently and effectively follow-up
• Identify bottlenecks and trouble areas before losing a prospect
• Automatically send lead and policy information to processing

Fully customizable reporting and analytics

• Leads360 metrics and milestones
• • Measure the performance of your organization
  • Benchmark and rank agents against perfomance
• Custom Views and Reports
• • Custom reports can be created and saved based on any fields and criteria
  • Create custom lead forms and views
• Measure performance over time to maximize profitability
• Compare the success and ROI from different lead providers and marketing sources
• Test and alter your custom workflow to increase efficiency

Fully customizable marketing automation and email campaigns

• Create your own marketing campaigns from the ground up
• • Upload and edit an unlimited number of emails
  • Build a relationship with prospects through frequent communication
  • Tailor communication to specific statuses and lead data
  • • Provide relevant and timely information
    • Let leads360 do the work of staying in touch with "cool" leads until they are ready to be closed
• Implement automated emails for internal use
• • Automatically alert staff when a lead reaches a certain milestone
  • Quickly alert managers to problems

Leads360 SmallBusiness Logo Leads360 Small Business is the perfect product for small and medium sized organizations who want to follow a proven roadmap to success. Small Business edition comes with a pre-configured workflow built on best practices provided by industry experts and our top performing insurance clients. There is very little configuration necessary so you can start making more money from your leads, right away.

Why did we create Small Business?

Our clients regularly ask us how they can be more successful. We built a product for insurance companies that are looking for a turn-key solution to convert more leads, instead of maximum customizability.

When it comes to internet leads, there are very specific and proven best practices to achieve success. Leads360’s Small Business edition incorporates input from hundreds of our best performing clients, as well as industry experts and partners, to give our clients a simple and easy way to achieve exponential results.

Some of the key features available in Small Business: Click here for more details

Receive leads in real time from hundreds of lead providers.

• Leads360 ensures that your insurance agents get their leads within seconds of being received

Intelligently and automatically distribute and redistribute leads to agents

• Choose to distribute leads based on five best practice criteria:
• • Lead Campaign or Source (ex. Marketing Channel or Lead Provider)
  • Lead Status (ex. New, Contacted or Application Received)
  • Location (ex. State or Zip Code)
  • Insurance Type (ex. Life insurance, Health insurance or Auto insurance)
  • Policy Value (coverage limits, dollar value, or monthly payment)
• Send leads to where they are needed most:
• • Leads are only sent to agents who are ready to work them
  • Neglected leads are automatically redistributed
  • Leads can be routed to agents on the fly (“Push Distribution”)
  • Leads can also be pulled from a pool (“Pull Distribution”)
  • Agents can have an assigned daily or hourly lead cap or quota

Track leads through the life of the sales process

• Maintain visibility over the entire sales pipeline
• Prompt agents to work the right leads at the right time
• Help agents to frequently and effectively follow-up
• Identify bottlenecks and trouble areas before losing a new customer
• Stay in touch with prospects automatically, using preloaded nurturing emails
• Automatically route converted leads to processors or 3rd party software

Robust Data and Analytics

• Leads360 metrics and milestones
• • Measure the performance of your organization
  • Track which leads and lead providers are converting
  • Benchmark agents perfomance
• Measure performance over time to maximize efficiency
• Compare the success and ROI from different lead providers and marketing sources