Stop Buying Leads Like Individual Agents.
Start Acquiring Customers Like an Agency.
Lead-In centralizes your agency's advertising, AI follow-up, CRM, lead distribution, and sales attribution into one acquisition operating system built for life insurance organizations.
Acquisition chain — live pipeline view
running01
Traffic
Meta / paid
02
Lead
Captured
03
AI
< 60 sec
04
Agent
Routed
05
Appointment
Booked
06
Issued Policy
Carrier
07
AP / CAC / ROAS
Attribution
You Built an Agency. Why Does Customer Acquisition Still Operate Like 30 Separate Businesses?
Most agencies centralize recruiting, training, carriers, compensation, and leadership. But when it comes to finding customers, every producer is still expected to figure it out themselves.
Centralized
- ✓Recruiting
- ✓Training
- ✓Carrier relationships
- ✓Compensation
- ✓Leadership
Fragmented
- ×Lead sources
- ×CRM usage
- ×Follow-up
- ×Marketing spend
- ×Attribution
- ×Reporting
You don't have a lead problem. You have a fragmented acquisition problem.
From Fragmented Lead Buying to Agency-Wide Acquisition
Before Lead-In
- Every rep finds their own lead source
- Agents jump between vendors
- Multiple CRMs and workflows
- Leads fall through the cracks
- Marketing reports stop at CPL
- Leadership guesses why reps win
- New agents have to figure out marketing
After Lead-In
- One centralized acquisition engine
- One standardized operating process
- AI begins follow-up immediately
- One CRM and agent workflow
- Track spend through issued AP
- Rep-level performance visibility
- New producers plug into infrastructure
One System From Click to Issued Policy.
Acquire
Centralized paid acquisition, compliant creative, campaign management, and optimization.
Distribute
Automatically route opportunities across participating producers.
Engage
AI immediately follows up, qualifies, answers common questions, books, and reschedules.
Convert
Agents work inside one standardized CRM, pipeline, calendar, and process.
Measure
Track spend → leads → appointments → issued policies → AP → CAC → ROAS.
Improve
Compare producer behaviors and outcomes to identify what top reps are doing differently.
01
Traffic
Meta / paid
02
Lead
Captured
03
AI
< 60 sec
04
Agent
Routed
05
Appointment
Booked
06
Issued Policy
Carrier
07
AP / CAC / ROAS
Attribution
Stop Asking Whether The Leads Work. Know Exactly Where The Money Breaks.
Ad Spend
$0
Leads
0
CPL
$0.00
Appointments
0
Shows
0
Issued Policies
0
Total AP
$0
CAC
$0.00
ROAS
0.00x
Producer-level performance
Example dashboard| Producer | Speed to Lead | Call Attempts | Total Dials | Appt Rate | Show Rate | Issued AP | CAC | ROAS |
|---|---|---|---|---|---|---|---|---|
| Producer A | 1m 12s | 9 | 412 | 34% | 78% | $61,200 | $311 | 4.9x |
| Producer B | 4m 38s | 6 | 288 | 27% | 71% | $44,800 | $382 | 3.9x |
| Producer C | 22m 05s | 3 | 141 | 14% | 52% | $18,300 | $726 | 1.8x |
| Producer D | 51m 40s | 2 | 96 | 9% | 44% | $9,700 | $1,041 | 1.2x |
Your lagging metrics tell you who is winning.
Your leading indicators tell you why.
Instead of telling underperforming producers to simply "work the leads harder," leadership can compare activity, speed, conversion, and economics against the producers who are actually winning.
AI Shouldn't Replace Your Producers. It Should Make Sure An Opportunity Never Waits On Them.
Immediate two-way SMS
Conversation starts within seconds of a lead entering the system.
Frequently asked questions
Common coverage and process questions answered instantly.
Qualification
Basic fit criteria confirmed before a producer spends time.
Appointment booking
Booked directly into the assigned producer's calendar.
Reminders
Automated reminders before every scheduled appointment.
Rescheduling
No-shows and conflicts rebooked without manual chasing.
Follow-up
Structured multi-touch follow-up on unworked opportunities.
Human escalation
Live handoff to the producer the moment intent appears.
AI handles the delay. Your agents handle the conversation.
Adding Your 31st Agent Shouldn't Mean Adding Your 31st Marketing Problem.
The acquisition infrastructure should become more valuable as your agency grows — not more chaotic.
10
Producers
25
Producers
50
Producers
100
Producers
One shared layer underneath
Lead-In acquisition infrastructure
Built For Agencies Ready To Operate Like Agencies.
Ideal for organizations that
- ✓Have 10+ active producers or a clear path to that level
- ✓Want centralized acquisition
- ✓Want visibility into marketing and producer performance
- ✓Want agents working one standardized process
- ✓Can support meaningful media spend
- ✓Care about CAC and issued AP more than screenshots and anecdotes
Not designed for organizations that
- ×Want every producer using a different system
- ×Want custom software built from scratch
- ×Only care about finding the cheapest leads
- ×Want guaranteed CPLs or sales results
- ×Refuse standardized operating processes
See What Happens After The Lead.
Reported by partner organizations running inside Lead-In — spend, policies, average policy size, and return on ad spend.
$205,036
Issued business in one month
147
Policies closed
11.25x
Top producer ROAS
$13.04
Cost per lead at that ROAS
First campaign: ad spend vs. business written
Individual producers, first spend cycle
Producer A.V.
Apr 2026
9.5x return on first spend
Producer J.F.
Apr 2026
10.0x return on first spend
Producer D.S.
Mar 2026
35.2x return on first spend
Reported by the partner organization from internal sales postings. Producer names abbreviated. Individual results vary and are not a guarantee of future performance.
Producer of the week
Single producer, one reporting cycle — measured click to issued policy
Lead metrics
Total leads
253
Cost per lead
$13.04
Lead-to-close
5.53%
Sales metrics
Policies closed
14
Cost per sale
$235.60
Avg policy size
$2,649.36
Customer acq. cost
$235.60
Return on ad spend
Total ad spend
$3,298.35
Total revenue
$37,091.10
ROAS
11.25x
Figures are self-reported by partner organizations and producers for specific periods, with names abbreviated. Results vary by producer, market, and product and are not a guarantee of future performance.
Turn Customer Acquisition Into Agency Infrastructure.
See how Lead-In can centralize acquisition, follow-up, attribution, and producer performance across your organization.