LeadVolt
High-touch lead management CRM that helps insurance agencies close leads faster
Overview
LeadVolt is an insurance-tech SaaS platform developed specifically for independent and captive insurance agents. Founded by Jason Killings, a 14+ year insurance veteran and former COO of Borbolla Insurance Agencies, LeadVolt addresses the workflow inefficiencies that plague the insurance sales industry, replacing paper-based systems and sticky notes with modern digital processes.
The platform was designed to take in all the lead data that insurance agents purchase, handling the entire insurance agent workflow including email drip campaigns, personal email interactions, phone calls, call transcriptions, and text messages. LeadVolt modernizes sales processes for agencies of any size, enabling high-velocity inbound leads while supporting agents in every aspect of nurturing to closing.
LeadVolt emerged from the digital disruption of the insurance industry, recognizing that traditional foot-traffic sales models have declined significantly. The company aims to empower independent agents to have as much consumer data as carriers do, leveling the competitive playing field.
Products & Services
LeadVolt CRM Platform
Cloud-based lead management and CRM system specifically designed for insurance agencies.
Key Features
- Proprietary lead prioritization algorithm that automatically dials the next most important call
- Automated drip email and text messaging campaigns
- Localized Presence Technology for local area code calling
- Call recording for all team calls
- Gamification with leaderboards and performance metrics
- Multi-agency management support
Target Users: Insurance Agents, Agency Owners, Sales Managers
Call Scoring (Coming Soon)
AI-powered call analysis feature for evaluating sales calls.
Key Features
- Automated call transcription via Amazon Transcribe
- Keyword-based call scoring
- Business intelligence and analytics
- Performance tracking and coaching insights
Target Users: Agency Managers, Sales Trainers
At a Glance
- Founded
- 2019
- Headquarters
- Coral Gables, Florida
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Lead Management CRM Sales Automation
- Insurance Verticals
- P&C
- Target Customers
- Agents, Agencies
Customers
- [Unknown]
Links
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Last updated: 2026-03-25