Insurance lead routing

Insurance lead routing that follows intent, not arrival order.

InsuredLead scores every inbound lead the moment it lands, ranks your inbox by who’s ready to buy, and alerts your team the instant a hot lead arrives — so the highest-intent lead reaches an available producer while it’s still worth calling.

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app.insuredlead.com/leads
ScoreContactStatus
92Hot
Marcus Bennett(704) 555-0182
New
81Hot
Danielle Ortiz(312) 555-0147
New
64Warm
Grant Whitfield(480) 555-0199
Contacted
51Warm
Theresa Nguyen(206) 555-0163
New
24Cold
Kevin Alvarez(615) 555-0121
Dead

The right lead, to an available producer, fast

Routing isn’t just handing a lead to someone — it’s making sure the lead worth calling reaches someone who can call it, before it cools off.

Routing by priority, not arrival order

Every lead is scored 0–100 the moment it lands, then the inbox ranks itself. The highest-intent lead sits at the top for whoever is free to work it — instead of a ready-to-bind lead waiting behind three tire-kickers.

Hot leads reach the team instantly

When a lead scores above your Hot threshold, an alert goes out by email (and SMS on Growth and Agency) the moment it arrives, so it never sits unseen while it goes cold.

First available producer claims it

A hot-lead alert isn't dropped on one busy person's desk — the first producer who's free claims it from their inbox and marks it contacted, and any lead can be reassigned in one click.

Why priority beats turn order

Round-robin spreads leads evenly. It doesn’t win more of them.

Distributing leads in turn feels fair, but it treats a ready-to-bind lead the same as a tire-kicker. InsuredLead routes on intent instead.

Typical round-robin routing
Routing on scored intent
Distributes leads in turn, round-robin, regardless of whether they're worth a call
Ranks leads by scored intent and urgency, so effort follows the leads most likely to bind
A hot lead can land on a producer who's mid-call and sit until they surface
The alert reaches the whole team; the first available producer claims it while it's warm
No reason attached — reps trust or ignore the assignment blindly
Every lead carries a plain-English reason for its score, so a producer knows why it's a priority

From lead to claimed call

The same three steps, whether the lead comes from an aggregator, a form, or a CSV.

1

Connect your sources

Webhook, forwarded aggregator email, or CSV. Every lead from every source flows into one ranked inbox.

2

Score and rank on arrival

Each lead is scored 0–100 on intent and urgency the instant it arrives, and the inbox re-sorts itself.

3

Alert, claim, and work it

Hot leads trigger an alert to the team; the first free producer claims it, calls it, and marks it contacted.

Lead routing, answered

What does insurance lead routing software do?
It gets each inbound lead to a producer who can work it, fast. InsuredLead routes by priority: it scores every lead on intent and urgency, ranks your inbox so the best lead is on top, and sends a real-time alert when a hot lead lands so your team can claim and call it before it goes cold.
Does InsuredLead auto-assign leads round-robin?
No — and that's deliberate. Blind round-robin sends your best lead to whoever's next in line, even if they're mid-call. Instead, a hot-lead alert reaches the whole team and the first available producer claims it, so an urgent lead is never stuck waiting on one busy person. Any lead can also be reassigned in one click.
How fast does a producer find out about a hot lead?
Within the pipeline's normal latency — a lead is scored the moment it arrives, and if it clears your workspace's Hot threshold the alert goes out immediately by email, plus SMS on Growth and Agency plans. Tapping the alert deep-links straight to that lead on mobile.
Do we have to change our CRM to route leads this way?
No. InsuredLead sits on top of the sources and tools you already use. It doesn't replace your CRM or agency management system — it decides which lead your team should work next, and why.

Route your hottest leads to the phone first

Bring a week of real intake data and we’ll show you your inbox, ranked and alerting, on a short call.

Talk to usHow lead scoring works