MagicLead
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Purpose-built for insurance agents

The Insurance CRM That Brings the Leads to You

Most CRMs just store contacts. MagicLead captures leads from your website 24/7, tracks every quote you send, auto-creates policies when one is accepted, and shows your full pipeline value in real time.

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Pipeline Management

Every stage of your insurance sales pipeline, tracked

From AI-captured inquiry to bound policy — MagicLead tracks every step with the right fields for insurance.

Stage 1
New Lead

AI captures visitor contact info, coverage type, and intent — even while you sleep.

Stage 2
Contacted

Log your first outreach. The lead enters your active follow-up queue.

Stage 3
Qualified

Coverage needs confirmed. Ready to receive quotes from carriers.

Stage 4
Quote Sent

Track every quote — carrier, premium, deductible, and expiry date.

Stage 5
Applied

Application submitted and in underwriting. Common in life and health lines.

Stage 6
Policy Bound

Closed. Policy auto-created from the accepted quote. Commission calculated.

Everything You Need

Built for how insurance agents actually work

AI That Captures Leads While You Sleep

Add one line of code to your website. Your AI worker greets every visitor, answers insurance questions, collects their details, and sends a qualified lead to your dashboard — 24/7, no manual work.

Quote Tracking Built for Insurance

Log every quote you send with carrier, coverage type, monthly premium, and expiry date. Auto-expiry alerts tell you when to follow up before the quote goes stale.

Policies Created Automatically

When you mark a quote as accepted, MagicLead creates the policy record and declines competing quotes automatically. No duplicate entry. No missed steps.

Pipeline Value at Every Stage

See your book in real time — how many leads are in each stage, your total pipeline value, and your average days to close. Know exactly where your next commission is coming from.

Daily Follow-Up Queue

Start every morning with a prioritized call list. Stale leads, pending quotes, and new arrivals — sorted so you always know who to contact first.

Full Conversation History

Every lead comes with the full AI chat transcript. You know exactly what coverage they asked about and what you promised — before you even say hello.

Why Not a Generic CRM?

Generic CRMs were built for sales teams — not insurance agents

Generic CRM
  • No lead capture — you enter contacts manually
  • No quote tracking fields for carriers or expiry
  • No policy management or commission estimates
  • No insurance-specific pipeline stages
  • Requires expensive setup and customization
MagicLead
  • AI captures leads from your website automatically
  • Quote tracking with carrier, premium, and expiry date
  • Policies auto-created when a quote is accepted
  • Insurance pipeline stages built in (including Applied)
  • Live in 10 minutes — no consultant required

Pricing

Simple pricing for every agency size

7-day free trial on every plan. No credit card required.

Starter
$29/month
  • Up to 100 AI conversations/month
  • Website chat widget
  • Lead dashboard & pipeline
  • Quote & policy tracking
  • Email notifications
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Pro
$39/month
  • Up to 300 AI conversations/month
  • Facebook Messenger leads
  • SMS notifications
  • Calendar booking
  • 3 team seats
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Agency
$99/month
  • Unlimited conversations
  • HubSpot & Zapier integrations
  • Email follow-up sequences
  • 10 team seats
  • Priority support
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FAQ

Common questions about insurance CRM software

Does MagicLead replace my AMS (agency management system)?+
No — MagicLead is your front-end lead and pipeline tool. It handles lead capture, qualification, quote tracking, and policy creation. Your AMS handles binding, certificates, and back-office operations. The Agency plan includes integrations with Epic, AMS360, and EZLynx so they can work together.
How does MagicLead differ from HubSpot or Salesforce for insurance agents?+
HubSpot and Salesforce are designed for generic B2B sales teams. They require significant customization to handle insurance-specific workflows like carrier quote tracking, expiry dates, underwriting stages, and commission estimation. MagicLead comes with all of this built in, plus an AI that automatically captures leads from your website — a feature no generic CRM includes.
Can multiple agents share the same MagicLead account?+
Yes. The Pro plan includes 3 team seats and the Agency plan includes 10. Team members can be assigned leads, collaborate on notes, and each see their own activity queue. Role-based access controls what each team member can view and edit.
What happens when a lead goes cold?+
MagicLead flags stale leads automatically — any lead that hasn't been updated in 7 days and isn't closed shows up in your analytics as a stale lead. Your daily queue also surfaces overdue contacts so nothing falls through the cracks.

Ready to fill your pipeline automatically?

Join insurance agents who use MagicLead to capture leads around the clock and close more policies with less manual work.

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7-day free trial · No credit card required · Setup in 10 minutes