LeadPilotOS is built for independent insurance agencies that work leads by phone. Many CRMs require separate calling tools or custom insurance workflows; LeadPilotOS brings them together. Its auto-dialer rings the agent first, then calls two leads at once. Track leads, callbacks, customers, policies, and sales by agent and lead source in one workspace. AI Call Copilot suggests notes after recorded calls for review (CallHarbor accounts). Calls and texts are billed separately by your providers.
