Execute every quote, review, and renewal with confidence.
LeadVault Insure is the Executive Assistant operating system built for insurance producers. Capture quote requests, policy review leads, coverage consultations, renewals, and enrollment opportunities — and keep every prospect organized through issue.
Insure dashboard
A command center built for insurance operations.
New Quote Requests
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Policy Review Leads
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Coverage Consultations
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Renewal Opportunities
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Hot Prospects
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Follow-Ups Due
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Appointments Booked
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Applications Started
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The system
Capture. Execute. Retain.
Capture
Quote, policy-review, and consultation forms tuned for auto, home, life, health, and commercial lines.
Execute
Your Insurance Executive Assistant qualifies prospects on coverage, carrier, and timing — then routes them to you instantly.
Retain
Renewal reminders, retention sequences, and an application tracker that closes the loop on every client.
Quote request capture
Premium intake forms for auto, home, life, health, and commercial quote requests.
Policy review workflows
Capture policy review leads and route them into a structured advisory sequence.
Coverage consultation booking
Prospects pick a time on your live calendar. Reminders sent automatically.
Renewal & retention automation
Automated renewal reminders and client retention sequences that never miss a date.
Insurance Executive Assistant
Qualifies prospects on coverage needs, current policy, and timing — 24/7.
Enrollment & application follow-up
Track applications start-to-issue and trigger nudges when prospects stall.
Insurance website generator
Trust-forward templates designed for advisory, financial, and benefits brands.
Pipeline analytics
Source ROI, conversion velocity, and follow-up SLA across every line of business.