Insurance sales teams
WhatsApp CRM for insurance agents and agencies
Quotes sent on WhatsApp, calls to explain coverage, follow-ups that need to happen at exactly the right time. Leadcues puts the full insurance sales workflow — and renewals — in one place.
The problem it solves
Insurance sales is follow-up heavy. Most teams have no system for it.
Agent sends premium quote on WhatsApp. Prospect goes quiet. Agent forgets to follow up. Deal lost.
Follow-up tasks created automatically after every quote sent. Overdue reminders surface in the CRM.
Agent uses personal WhatsApp for everything. Agency manager has no visibility into conversations or deal status.
All WhatsApp conversations stored in a shared inbox. Manager sees deal stage, last contact, and full thread.
Policy renewal is due. Agent has to manually track who needs to be called and when.
Renewal dates logged as deal fields. Tasks triggered 30 and 7 days before renewal. Nothing slips.
Customer asks for a comparison of two plans over WhatsApp. Agent shares PDFs from their phone. No record kept.
Documents shared from within the CRM, logged against the contact. Full conversation history available to the team.
Who uses it
Built for the full agency workflow
Insurance agent
Managing 80+ active leads across WhatsApp and calls with no system to track where each one stands.
CRM pipeline with deal stages, WhatsApp inbox, and follow-up tasks in one place.
Agency manager
No visibility into what agents are saying to prospects. Updates only come through daily team calls.
Shared inbox and live pipeline view. Manager sees deal activity without asking.
Renewal team
Renewals tracked in spreadsheets. Customers fall through when the team gets busy.
Renewal dates in CRM. Automated tasks 30 and 7 days before. WhatsApp reminders in one click.
What's included
Everything insurance teams need
Lead pipeline by policy type
Track health, life, motor, and business insurance leads in separate pipelines or a single view. Stage every lead from inquiry to policy issued.
WhatsApp + calling in one record
Call a lead to explain coverage options, then follow up on WhatsApp with the quote document. Both logged on the same contact record.
Renewal tracking
Log policy renewal dates. Get tasks triggered automatically when a renewal window opens. No manually maintained spreadsheet.
Shared inbox for agency teams
When an agent is on a call or unavailable, another team member can pick up the WhatsApp conversation. No lead goes cold while someone is busy.
Follow-up automation
Set tasks that trigger automatically when a quote is sent, a call ends, or a deal stage changes. Agents follow up consistently without being reminded.
Manager visibility
Agency manager sees every agent's pipeline, conversation history, and overdue tasks in real time. No daily check-in calls needed.
Free for teams up to 3 users
Start with the CRM at no cost. Add WhatsApp inbox and calling when your agency is ready. No credit card required.