Launching today
LeadPilotOS
An insurance agency CRM built for the sales floor
2 followers
An insurance agency CRM built for the sales floor
2 followers
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.
Hi Product Hunt! I’m Adam, and I built LeadPilotOS for independent insurance agencies that need a clearer way to work leads and follow through. We brought the CRM, calling, follow-ups and production reporting into one workspace to make the agency’s sales day easier to manage. I’d love your feedback: what would make this most useful for your team?