Leads go to several agents at once.
Someone fills out a quote form and gets three calls. The first one to reach them usually writes the policy.
For insurance agents and agencies
Quote faster, follow up longer and keep clients at renewal.
LeadDragon answers every lead in minutes, follows up on every quote, reminds clients before renewal and opens the door to the next policy.
- $97per month
- $500onboarding, waived
- 30-daymoney-back guarantee
Sound familiar?
Insurance leads shop around. The agent who follows up wins.
Quotes go out and nobody checks in.
A quote is a start, not a sale. Most of them need a few follow-ups before the client decides.
Renewals and cross-sells slip.
Your book is your business. Without reminders, clients shop at renewal and never hear about the policies they don't have.
Why insurance
Your book grows on follow-up.
The agents who grow answer leads first, follow up on quotes until there's an answer and talk to their clients more than once a year.
So we set LeadDragon up around that. We build it with you on a 1-hour onboarding call, connect your lead sources, and stay with you after launch with 24/7 live chat and weekly office hours.
How it works
Three things that grow your book while you're quoting.
InstagramEvery lead hears back in minutes
Quote forms, ad leads and missed calls get an instant text and a call alert to you, so you're first on the phone.
Every quote gets followed up
Texts and emails go out after each quote until the client binds or says no, with an alert when they reply.
Clients stay and buy more
Renewal reminders, policy reviews and cross-sell campaigns go out on schedule. Review requests go out after a policy is bound.
What's inside
Your agency's front desk, in one account.
Texting, calls, email, AI Voice, calendars and pipelines in one place. Here's what's inside the account we set up for you.
RP2:21 PM
Rita Patel SMS
Let's go with the second option.
?1:58 PM
(470) 555-0154 Missed call
Text-back sent: Sorry I missed you! Are you looking for a quote?
JC1:40 PM
Joe Collins Facebook
How much would it cost to add my son to my auto policy?
WG11:05 AM
Wendy Gray Email
Re: Your policy renews next month
One inbox for every conversation
Texts, email, calls and Facebook and Instagram messages sit in one thread per contact, on your desktop or the mobile app.
Pipelines you can read at a glance
See every lead by stage and who owns it, so nothing sits untouched.
Call summary · 8:26 PM
Frank D. just bought a house and needs homeowners coverage before closing on the 15th. Also asked about bundling auto. Booked a call at 9.
New
AI Voice for after-hours calls
An AI receptionist picks up when your team can't. It takes the caller's details and reason for calling and sends you the transcript.
Missed call · (470) 555-0154
Sorry I missed you! Are you looking for a quote? Reply here and I'll get back to you today.
Sent automatically
Missed-call text-back
When you can't pick up, the caller gets a text right away and the conversation keeps going.
Sites, funnels and forms
Build pages and forms on the same platform so every submission lands in your pipeline.
Thanks for choosing us, Rita! Would you leave us a quick Google review?
Review requests
Ask happy customers for a Google review while the job is still fresh in their mind.
Plus calendars, email and text campaigns, social scheduling, AI writing tools and the LeadConnector mobile app. See every feature →
What we set up on your onboarding call
Built for insurance agents from day one.
Your pipeline
- 1New lead
- 2Contacted
- 3Quoted
- 4Follow-up
- 5Bound
- 6Renewal due
Your follow-up
- Instant text and call alert for every new lead
- Missed-call text-back and after-hours AI Voice
- Quote follow-up for 30 days
- Long-term nurture for leads not ready yet
- Renewal reminder 45 days out
- Annual policy review invitation
- Cross-sell campaigns by policy type
- Review request after binding
From a LeadDragon customer
"I can easily say that LeadDragon has been instrumental in the growth of my business."
The team behind LeadDragon
Run by an agency that builds HighLevel for franchises.
LeadDragon is run by BrandLyft, a HighLevel partner agency that builds HighLevel for franchise networks, clinics and local service businesses. When you want more than the software, the same team does the done-for-you build.
- 1,000+HighLevel accounts our team has deployed
- 5.0BrandLyft's rating on Clutch, across 23 reviews
- Built on HighLevelThe platform, under our name, with a team behind it
HighLevel accounts the BrandLyft team has built for
Do the math
What slow follow-up is costing you.
Change the numbers to match your business.
Revenue slipping through each month
$2,400
That's $28,800 a year, against a $97/month platform.
An estimate based on your inputs, not a promise of results.
Works with your stack
Connects to the tools you already use.
Your agency management system keeps the policy. LeadDragon handles leads, follow-up and renewals, connected through Zapier or a custom integration we build.
Facebook Lead Ads- Google Calendar
- Zoom
- Google Business Profile
- Stripe
- Zapier
One plan
Everything above for $97 a month.
1-hour onboarding call included. Normally $500, waived.
- Full CRM, pipelines and follow-up automation
- Missed-call text-back and AI Voice setup
- A2P 10DLC texting registration handled
- 24/7 live chat support and weekly live office hours
- Month to month, 30-day money-back guarantee
Free training
Who answers first wins the job.
A free 20-minute training: what AI can really do for your phones and inbox this year, and the follow-up system that turns more leads into booked jobs.
Questions
What insurance agents ask us.
Does LeadDragon replace my agency management system?
No. Keep your AMS and carrier tools for policies. LeadDragon handles lead response, quote follow-up, renewals, cross-sells, reviews and marketing.
Can I text my book of business?
Yes, once your texting registration is approved. We handle the A2P 10DLC registration, and texts only go to contacts who gave you permission.
Can my agency's producers share one account?
Yes. Leads can be assigned to producers in rotation, and each producer sees their own pipeline and conversations.
What does onboarding cover?
One 1-on-1 onboarding call, about an hour, with our team. We set up your account, connect your phone, calendar and lead sources, and turn on the follow-up that matters most for your business first. It's normally $500 and it's waived on the $97 plan. After the call, you have weekly live office hours and 24/7 live chat.
What if it doesn't work for me?
Go through onboarding and use it. If LeadDragon isn't right for your business, tell us within 30 days and we'll refund your payment in full.
