How It Works

From first click to closed policy

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How Leadify works

You sell. We keep the pipeline full.

Leadify finds people who are actively asking for an insurance quote, checks every request, and sends each one to a single agent.

There is no software to learn and nothing to install. You tell us what you want to write, we deliver matching leads to your inbox or CRM, and you pick up the phone.

The process

Four steps between you and your next policy

No onboarding marathon and no long contract. Tell us what a good lead looks like for you and we handle the rest.

1. Set
your filters

Choose your lead type, states and the profile you want to write. Change them any time.

2. We find
the shoppers

Our campaigns reach people actively asking for an insurance quote, not names from a recycled list.

3. We verify
every lead

Contact details are validated, duplicates removed and consent recorded before anything is sent.

4. You get it
in real time

The lead lands in your inbox or CRM within moments, sold to you and nobody else.

Delivery methods

Leads arrive where you already work

Pick one delivery method or combine them.

Email delivery

Each lead is emailed to the address you choose the moment it is verified, with every field laid out clearly.

CRM delivery

We post leads directly into your CRM so they enter your follow-up sequence automatically.

Live transfers

Prefer a conversation to a record? We qualify the shopper by phone and transfer the call to you.

Integrations

Connects to the tools your agency runs on

If your system can accept a web post or an email, we can usually deliver to it.

Tell us what you use during setup and we will confirm the best delivery method before your first lead goes out.

Ready to see it in action?

Choose a lead type, set your filters and receive your first exclusive leads.