🛡️ Insurance Lead Management System

Manage insurance enquiries and follow up faster using WhatsApp, Email and LeadPilot.

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The Insurance Challenge

Inbound inquiries go cold when follow-ups are delayed. Without an easy way to capture, organize, and message policy prospects instantly on WhatsApp, you lose valuable commissions to competitors.

Core Features

➕ Add Leads

Quickly enter client walk-ins, offline referrals, or call details into your digital system instantly.

📋 Simple Lead Management

Get a clean, clutter-free overview of your active insurance inquiries with a simple design.

📢 Public Lead Form

Share a custom form link via your social media profile bios or WhatsApp status to collect prospective policy inquiries.

📲 Capture Leads from Facebook Ads

Automatically import prospective clients straight from Facebook lead forms into your account.

📸 Capture Leads from Instagram

Sync insurance prospects directly from Instagram ad campaigns into one centralized list.

🌐 Capture Leads from Website

Integrate our lightweight, beautiful web form on your own personal insurance blog or landing page.

💬 One-Tap WhatsApp

Message any prospective buyer on WhatsApp instantly from their record without manual dialing.

📞 One-Tap Calling

Dial insurance prospects immediately with a single tap to discuss customized policy details.

📧 Email Integration

Receive immediate alerts and forward insurance inquiries straight to your inbox seamlessly.

📝 WhatsApp & Email Templates

Save pre-written follow-up text, brochure links, or premium schedules for quick messaging.

📥 CSV Import

Bulk upload past policyholders, client database files, or cold sheets in seconds.

📊 Google Sheets Sync

Synchronize lead records with Google Sheets automatically in real-time for instant reports.

📱 Mobile Friendly

Manage your client pipeline on the go. Works flawlessly on any mobile phone or tablet device.

LeadPilot helps Indian businesses capture, organize and follow up with leads from WhatsApp, Facebook Ads, Instagram, Google Ads and websites using one simple Lead Management System.

Pricing

Solo Plan: ₹2,999 one-time — Perfect if you work alone. Includes unlimited leads, Public Lead Form, One-Tap WhatsApp & Calling, WhatsApp & Email Templates, CSV Import, and a Free Trial.

Team Plan: ₹4,999 one-time — For growing teams. Everything in Solo + capture leads from Facebook Ads, Instagram, Google Ads, Website, and Google Sheets Sync.

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