For insurance agencies and brokerages

More leads for every agent on your team.

You already route leads to your agents. Now every agent can capture their own too, with an on-brand, compliant funnel your agency sets up once and clones to the whole team.

  • Co-branded portal with your logo and your web address
  • Each agent sees only their own leads
  • Every lead verified at capture
  • You choose who pays: the brokerage, the agent, or both

Individual agent? You do not need a demo. Start on the Agent / Rep plan.

quote.summitinsurance.com/maria-lopez
Summit Insurance Groupagency logo
Maria, Your Licensed Insurance Agent
Compare home insurance rates in minutes.
Free, no-obligation quote. Just a few quick questions.
What type of home do you have?
Single family
Condo
Townhouse
Mobile home
Your logo on every agent's funnel. Their name and photo.
The opportunity

Help your agents capture their own leads.

Your agency is great at generating leads and routing them to agents. The next opportunity is everything agents can bring in on their own: their network, their referrals, their local ads. What they need is an easy way to run pages that look like your agency and stay compliant. LeadCapture fills that gap. You set up the funnel once, and every agent gets their own version, ready to share.

One approved funnel

Your design, your copy, and your consent language, the same on every agent's page.

Their own workspace

Each agent gets a private workspace with their own link, their own leads, and their own follow-up.

You see the whole team

The admin view shows every workspace's leads and funnels, so nothing gets lost when an agent leaves.

How it works for an agency

1

Build one branded funnel.

Start from an insurance template or let AI draft one from your website. Add your logo, colors, lines of coverage, and consent language.

2

Clone it into every agent's workspace.

Each agent clones the funnel into their own workspace in one click. Their name and photo go on it, and they have their own link to share.

3

Each agent captures their own verified leads.

Leads land in the agent's workspace, checked and scored. Agents see only their own leads. You see every workspace.

The agency funnel

Your funnel, on your agency site.

Run your own branded form or funnel on your agency website or landing page. Leads come in verified and go to the right agent's workspace, based on rules you set.

  • Lives on your own web address
  • Your logo, colors, and consent language
  • Leads routed to agent workspaces
  • Admins see every lead across the agency
summitinsurance.com/quote
Summit Insurance Groupagency logo
Get a free insurance quote.
Home, auto, and life. A few quick questions.
What would you like to insure?
Home
Auto
Life
Bundle
agency funnel on your site
Routed by your rules
Agent workspaces
ML
Maria Lopez
Maria's workspace
+4 new
JC
James Carter
James's workspace
+3 new
PS
Priya Shah
Priya's workspace
+5 new
Sample data. Routing rules set by the agency.
Agency template
Home Quote Funnel
Summit Insurance Group
Logo and colors
Approved copy
Consent language
Clone to my workspace
One click
quote.summitinsurance.com/james-carter
Summit Insurance Groupagency logo
James, Your Licensed Insurance Agent
Compare home insurance rates in minutes.
Free, no-obligation quote.
What type of home do you have?
Single family
Condo
Townhouse
Mobile home
Sample agent. Agency logo and colors carried over.
The agent funnel

Agents clone it in one click.

Once an agent joins, they clone your agency's funnel into their own workspace in one click. It keeps your branding and consent language and adds the agent's name and photo. They share their own link, and those leads go straight to them.

  • Your agency logo stays on every page
  • The agent's name and photo, so leads know who will call
  • Their own link, their own leads
  • Update the agency template and roll it out again
Verified at capture

Every lead checked before it reaches an agent.

Bad leads waste agent time and hurt trust in your program. LeadCapture checks each lead while the visitor is still on the page.

  • Email verification
    Catches typos and fake addresses in real time.
  • Phone line type
    Mobile, landline, or VoIP. Flags prepaid and litigator-risk numbers.
  • TCPA consent
    Your consent language stored with every lead. TrustedForm and Jornaya supported.
  • Contact score, 0 to 100
    So agents know who to call first.
  • Property enrichment
    Home value, year built, and square footage pulled from the address for home leads.

Verification and enrichment run on credits. Brokerage plans include free verification credits for your team.

New lead
Lisa Nguyen
(215) 555-0193
92
Contact score
EmailVerified
PhoneValid, mobile
TCPA consentCaptured
Prepaid / litigatorClear
Property enrichment
CoverageHome insurance
Est. value$340,000
Property typeSingle family
Sq ft1,850
Example lead. Verification and enrichment use credits.

You decide who pays.

Roll it out the way your agency already works.

The agency pays

Sponsor every workspace and roll LeadCapture out as a benefit to your agents.

The agent pays

Agents subscribe on their own card. You still control the brand and the funnel.

Mix it up

Cover your top producers and let everyone else self-serve.

Agent leads never draw from the agency's pool.

Brokerage pricing

Priced to your team and lead volume, quoted after a 20-minute demo.

Whole-team pricing, quoted after a demo

Brokerage

For agencies and brokerages rolling out to a team of agents.

Custom
Sized to your team and lead volume
  • Run your own brokerage lead gen in the same account
  • Free lead verification credits for your team, set with your quote
  • Co-branded portal with your logo and your web address
  • One workspace per agent
  • Choose who pays: the brokerage, the agent, or both
  • Template library your agents copy from
  • Agent leads never draw from the brokerage's pool
  • Admin view of every workspace's leads and funnels
  • Setup done with you: portal, workspace rollout, funnel builds, CRM integrations
  • LeadResponse.ai included, monthly fee waived
  • AI assistant access (Claude, ChatGPT, any MCP client)
Book a brokerage demo20 minutes. Bring your current forms.
For individual agents

Agent / Rep

$99/month

Billed monthly, 7-day free trial

500 leads a month and 500 verification and property enrichment credits. Runs on its own or under your brokerage's portal.

Already on LeadCapture with your own account? It connects to a brokerage portal free.

Learn more about the Agent / Rep plan

Included, monthly fee waived

Every lead called in 60 seconds.

LeadResponse.ai is AI dialing with live transfer. It calls each new lead within 60 seconds, and when the lead picks up, it passes the live call to the agent. The monthly fee is waived on every LeadCapture plan. You pay only for usage.

1
Lead submits the funnel
Verified at capture
0:00
2
LeadResponse.ai calls
AI dialer calls the lead
0:45
3
Lead picks up
AI confirms interest
1:10
4
Live transfer to the agent
The agent takes the call
1:30
Illustrative timeline.
Book a demo

See it on your brand.

A 20-minute walkthrough of the portal, agent workspaces, who-pays billing, the template library, and the setup we do with you. Bring your current forms and we will show you what they look like migrated.

  • Co-branded portal with your logo and your web address
  • Free lead verification credits for the team
  • Setup and custom implementation included

Individual agent? You do not need a demo. Start on the Agent / Rep plan.

Insurance agency questions

What is a co-branded portal?

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Your agents sign in to LeadCapture at your web address and see your logo. The funnels they share carry your agency's brand. LeadCapture runs underneath.

Can agents see each other's leads?

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No. Each agent works in their own workspace and sees only their own leads. Agency admins can see every workspace's leads and funnels.

How do I roll out one funnel to every agent?

+

Build it once in the agency account. When an agent joins, they clone it into their own workspace in one click. The copy keeps your branding, copy, and consent language and adds the agent's name and photo.

Who pays, the agency or the agent?

+

Your choice, per workspace. The agency can sponsor every agent, agents can pay on their own card, or you can mix the two. Agent leads never draw from the agency's pool.

What does verified mean?

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Each lead's email is checked, the phone number is validated for line type (mobile, landline, VoIP) with prepaid and litigator-risk flags, and your consent language is stored with the lead. Each lead gets a contact score from 0 to 100. Verification uses credits, and brokerage plans include free verification credits for your team.

Does LeadCapture handle TCPA consent?

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LeadCapture captures and stores your consent language with every lead, supports TrustedForm certificates and Jornaya tokens, and LeadProof keeps a tamper-evident record of each capture. You set the consent wording, so review it with your compliance counsel.

How much does it cost?

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Brokerage pricing is quoted after a 20-minute demo and sized to your team and lead volume. Individual agents can start on the Agent / Rep plan at $99 a month with a 7-day free trial.

What does setup look like?

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We do it with you: portal setup, agent workspace rollout, funnel builds from your current forms, and CRM integrations.

More leads for every agent on your team.

Book a 20-minute demo. Bring your current forms.