The Game Changer
Insurance CRM
The secret weapon for life insurance agents
The Game Changer
Insurance CRM
The secret weapon for life insurance agents
PROUDLY USED BY AGENTS CONTRACTED WITH:
Work smarter, not harder.
See how automation is changing the game for life insurance agents!
Embrace cutting-edge technologies from top insurance producers to increase sales, up your credibility, offer a better experience to clients, and stay ahead of the competition.
Designed by industry experts with a proven track record of generating millions in insurance premiums.
Created by seasoned professionals who have successfully built and led thriving sales organizations over the past decade.
Tailored for agents who are dedicated to elevating their craft and delivering exceptional value to their clients.
Crafted for clients who seek the expertise of organized, professional agents they can trust.
Why Use Lead Champ Pro?
Click On Any Feature To Learn More
Manage Your Leads & Book of Business
Keeping track of your leads and book of business has never been easier.
Lead Champ Pro is your ultimate wingman, giving you a front-row seat to all your prospects, clients, and policies in one sleek platform.
Say goodbye to chaos and hello to serious organization—because time is money and we’re here to save you both.
Crush your workflow, keep those client relationships strong, and never miss a chance to close.
With this game-changer, you’re leveling up your business and leaving the competition in the dust!
Increase Persistency & Minimize Chargebacks
Say goodbye to churn and hello to cash flow!
Lead Champ Pro has got your back with tools that keep your clients sticking around, minimizing your chargebacks.
It’s all about locking in that loyalty and cutting the headaches that eat into your paycheck.
You’ll be keeping more of your hard-earned commissions where they belong—in your pocket.
This is how you dominate the game and boost that bottom line!
Automated Text & Email Drip Campaigns
Why waste time chasing clients when Lead Champ Pro can do it for you?
With automated text and email drip campaigns, you’re booking appointments on autopilot—hands-free and hassle-free.
It’s like having a personal assistant working 24/7 to lock down your calendar, so you can focus on closing deals and cashing in.
More efficiency, more appointments, more wins—that’s how you crush it in style!
License Verification & Personalized Landing Pages
Imagine having your own personalized license verification site and a killer landing page that highlights life insurance, final expense, mortgage protection, IULs, and annuities—all built to show off your expertise.
It’s like your digital business card on steroids, boosting your credibility and reeling in clients effortlessly.
When people see how pro you are, they’ll be lining up to work with you.
This isn’t just a landing page; it’s your ticket to standing out and sealing deals!
AI Appointment Setting & Customer Concierge Bot Available
Say hello to your new MVP—an AI-powered appointment setter and concierge bot that’s always on point!
This bad boy works 24/7 to handle scheduling, answer client questions, and keep your business running smooth while you focus on closing deals.
No more back-and-forth hassle or wasted time—just a seamless system that makes you look like a total pro.
With this bot on your team, you’re amping up efficiency, wowing clients, and locking in more wins!
Tag Free CRM
No tag drama here—this system is smooth and straightforward!
With our tag-free setup, you just hit the integrated buttons or forms, and workflows fire off like magic.
No more endless tag lists, no more typos messing up your flow—just pure efficiency.
It’s all about keeping it simple, saving time, and letting the system do the heavy lifting for you.
Work smarter, not harder, and stay in control like a total boss!
All Carrier Logins & Resources In One Place
Say goodbye to the chaos of juggling logins and notes!
This feature puts all your carrier logins, electronic apps, underwriting guides, cheat sheets, and resources in one sleek spot.
No more digging through your phone or scrambling to find that one file—you’ve got everything you need right where it belongs.
It’s convenience, organization, and efficiency wrapped up into one killer tool that keeps you on top of your game. Work smart, stay sharp, and crush it like a pro!
Send Carrier & Product Info With One Click
Sharing product info has never been easier!
With just one click, you can send clients everything they need—brochures, company ratings, and all the juicy details about any insurance carrier or product.
No more time wasted hunting stuff down or scrambling to put it together; this feature does it all in seconds.
It’s lightning-fast, super simple, and makes you look like the ultimate pro.
Give your clients what they want and close deals faster than ever!
"Think About It" Automated Follow Up System
Say goodbye to ghosted "think about it" clients!
This automated follow-up system takes over, sending them the options you shared and keeping them in the loop with drip info until they’re ready to make a move.
It’s like having a built-in closer working 24/7 to get people back on your calendar.
Turn those maybes into hell-yeahs and watch your sales explode—it’s a total game-changer for your business!
Automated No Show / Reschedule Button
Missed appointment? No biggie!
Just hit the no-show button, and our system takes it from there—automatically working to get your client back on the books and keeping your pipeline clean and organized.
No more chasing down no-shows or losing track of leads; this feature keeps the momentum rolling.
Maximize your engagement, stay in control, and crush it like the sales machine you are!
Power Dialer Integration Available
Speed up your dialing game!
With a power dialer integration, you can blast through your call list like a champ—no wasted time, no dialing delays.
This tool gets you connecting with more leads faster, making you way more efficient and giving your productivity a serious boost.
It’s like having a turbo button for calling your leads.
Crush more calls, book more clients, and take your biz to the next level!
Campaigns For All Lead Types
Get ready to make your leads laugh—and book appointments like crazy!
These text and email campaigns aren’t just written by insurance pros who’ve sold millions in premium; they also use memes and humor to grab your clients' attention and get them to respond.
Whether it’s IUL, mortgage protection, or final expense, these campaigns hit every lead type with just the right vibe to keep them engaged.
It’s fun, fresh, and insanely effective—watch your bookings skyrocket while your leads can’t stop smiling!
API Integration For 3rd Party Leads To Drop Directly Into System
Bring on the leads!
With our API integration for 3rd party lead vendors, you can use any lead vendor you want and slide those leads straight into our system without breaking a sweat.
It’s all about flexibility and making your life easier while keeping your sales pipeline stocked and ready to crush it.
No limits, no hassles—just seamless lead management so you can focus on closing deals!
Direct Mail Campaigns After The Sale To Increase Persistency & Get Referrals
Seal the deal and stay in your clients' hearts!
Our direct mail campaign does it all—13+ postcards automatically sent to your clients to say thank you, hit 'em up for referrals, showcase other products, and lock in those annual reviews.
Plus, we’re throwing in holiday and birthday cards to make sure they feel the love all year long.
It’s the no-sweat way to boost persistency, crush chargebacks, and make sure your clients never say, “Who’s my agent again?”
Automatic, personal, and straight-up genius!
Monthly Payment & Missed Payment Reminders
Never lose a client to a missed payment!
Lead Champ Pro hooks your clients up with monthly payment reminders so they always know when their premium is due.
And if they miss a payment? No biggie—we’ve got your back!
Just drop them into our missed payment campaign, and we’ll follow up automatically to make sure they know their policy’s on the line and even help you lock in an appointment to save it.
It’s like having a safety net for your sales—no more falling through the cracks!
Underwriting Reminders
Stay on top of your game!
With our agent underwriting reminders, you’ll never forget about those clients stuck in the waiting game.
Lead Champ Pro sends you weekly reminders for every client still in the underwriting phase, so you can easily follow up with carriers and get those decisions locked down.
No more dropped balls or forgotten cases—it’s like having your own underwriting team keeping you on track.
Staff or Software..? This is the debate.
Staff or Software..?
This is the debate.
Lead Champ Pro works harder, faster, and cheaper—like the ultimate MVP of your sales team!
Why waste your cash hiring extra staff or burning hours on boring admin work?
Forget chasing follow-ups and sending manual messages—Lead Champ Pro’s got you covered!
Get your time back to focus on what really matters—helping clients and closing deals.
It’s like having a rockstar assistant without the extra payroll.
Show ‘em who’s boss! Stay ahead of the game and dominate the industry by riding the wave of cutting-edge tech!
Automated follow-ups got your back—reel your clients in and lock ‘em down on your schedule without breaking a sweat!
Blow your clients away! Hit them with lightning-fast responses and show them you’re the real deal!
With one smooth click, fire off quotes and flex your credibility!
Level up your customer service game! Let AI handle the grind while you focus on wowing your clients like a legend!
Automate your referrals and let the leads roll in while you focus on serving clients
Get your book of business on point and keep your clients sticking around like VIPs!
Free up your time and zero in on crushing your business growth like an absolute rockstar!
Our Plans
Lead Champ v1 -
A2P10DLC Verification Required
CURRENTLY UNAVAILABLE
Get started with our flagship Lead Champ Pro Subscription
$297 /month
Lead Champ Pro CRM
+ SMS/Carrier Fees
$150-500 / month
*SMS/Carrier fees are charged per text. Text messages cost roughly $0.01-0.02/message depending on the carrier. Texting fees are dependent on the volume of leads the user is uploading.
Automated Text & Email Campaigns
Basic Dialing Capabilities
Automated No Show Campaigns
Verify My Underwriter Website
Direct Mail Campaigns To Clients
Client Payment Reminders
Carrier Quote & Application Hub
Manage Your Leads & Your Book Of Business
Unlimited Contacts
Personalized Landing Pages for IUL, FIA, MTG, & FEX
Bootcamp To Show Your How To Use The System
Done For You Set Up & Onboarding
And Much More!
CURRENTLY
UNAVAILABLE
Lead Champ v2 -
Send Blue Texting Integration
AVAILABLE
Get started with our flagship Lead Champ Pro Subscription
$297 /month
Lead Champ Pro CRM
+ $250 / month
Send Blue Number
*Send Blue texting is a 3rd party that allows us to bypass the A2P10DLC regulations and get you texting within 48 hours. Lead Champ Pro has negotiated an exclusive flat rate for texting. Normally Send Blue would charge the individual consumer $1,000/month to send from their platform. We have negotiated group pricing. We are giving this
Everything from Lead Champ v1
No A2P 10DLC Registration
Flat fee for texting
30%+ Higher response rate with iMessage
Ready to start in 48-72 hours
Learn More
Watch live overview of the Lead Champ Pro Software
Request Demo
See the system in action
Overview of drip campaigns
Breakdown of each of the tools & resources
Game plan of how to win using this software
Have A Team?
Enterprise solutions available for agency managers.
Coming Soon
Dial Champ Pro
Integrated power dialer
Local presence to avoid SPAM
Seamless flow of leads back and forth from dialer to CRM
Voicemail drops
Advanced reporting and time tracking
Leaderboards
And more!
Increase Credibility & Reduce Sales Pressure
Increase Credibility
& Reduce Sales Pressure
Send Your Personalized License Verification Website To Clients With Ease!
Look like a professional
Personalized bio
Feature your licenses
Personalized funnels for IUL, FIA, FEX, MTG, & more
Dedicated calendar for booking appointments
Featured insurance carriers
Our Team
Josh Lockhart
Co-Founder
Husband & 2x Girl Dad
Josh has 17 years experience in business, sales, and entrepreneurship. He has been a top insurance producer every year he's been involved in the business as well as lead teams of hundreds of agents.
Jamie chirio
Co-Founder
Husband & 3x Boy Dad
Jamie has over a decade of leading sales organizations and building marketing agencies. He is a 3x Hall of Fame life insurance producer and partner with Integrity Marketing Group.
NICK ODOM
VP of Sales
Husband & Dad
Nick has over 10 year of sales and operations experience. From leading large sales organizations of thousands to developing sales training and affiliate programs, he has a wealth of knowledge to share.
shelbi spicer
Head of Agent Care & Support
Wife & 3x Mom
Shelbi has vast experience running insurance agencies specializing in administration, operations, and customer service.
jacob hicks
Chief Lead Generation Officer
Husband
Jacob has a decade of experience in the world of marketing helping small business, real estate investors, and insurance agents generate leads online.
KATE BRUCE
Social Media Manager
Wife & Dog Mom
Kate has a background in photography, social media management, and event planning.
What Some Of Our Agents Have To Say
Dylan P
Sheila D
Austen H
Drake G
Kasia M
Sam R
Jeremiah G
Quentin
Lead Champ Leads
*This image is provided as an example of one of the many occupations we advertise life insurance to. Please note that our advertising efforts encompass a wide range of occupations, ensuring tailored solutions for individuals across different professions.
Lead Champ Pro Leads delivers exclusive, high-quality life insurance leads through a management contract model, eliminating the need for buy-per-lead systems. These leads are 100% yours, with no competition, ensuring better conversions and consistent results. Focus on closing deals while we handle your lead generation—efficient, reliable, and tailored for success.
**Due to high demand, we are currently only taking applications to join the program
Frequently Asked Questions
How is this different from every other life insurance CRM out there?
Most CRMs are all about cramming your calendar with appointments from cold leads using texts and emails—yeah, we do that too. But where LeadChamp really flexes is after the deal is closed.We’re all about blowing up your referrals and upselling like a champ. Plus, those "Think About Its" and "Not Nows"? We’ve got 'em covered with drip campaigns that bring them back to your schedule, whether it's tomorrow or in a few months. This CRM isn’t just smart—it’s built to help you dominate, bro!
How do I get a good return on my investment?
The average commission in our industry is about $1,200. If Lead Champ Pro helps you make an additional 3-5 sales this year, you will return your investment for your total subscription, postage, texts, and calls for the whole year.
Imagine if this system helps you take 1 "Think About It" a week and turn it into a sale.
Imagine the system taking 10 no shows a week and converting 30% to get back on your schedule.
What if you get 1 referral a month using this system?
Or if our client nurture campaigns help find an annuity or IUL opportunity?
So many ways to come out with a positive ROI!
Are there any other fees other than the software subscription?
All agents are required to put their own card on file for texting and calling charges. You will also be required to have a $50/mo Thanks.io Membership to participate in the mandatory direct mail campaigns included in the system.
How long does the onboarding process take?
We have built a comprehensive system that connects a few different technologies. This is a truly done for you set up.
You will receive your login information right away. You will then follow the instructions on the Start Here page and send all additional items to [email protected] so that we can customize your system, build your personalized verify my underwriter website, set up your personal customer chat bot, set up your thank you card system, and apply for your A2PDLC compliance verifications on your behalf.
Your account should be available to use within 2-3 business days. (Faster if A2P verification comes back quickly).
If I am a new agent, should I try this?
This system was created by agents, for agents. This will help you stay organized as a new agent and it will help sell more insurance.
Is there any training on how to use the system?
There is a LeadChampPro Bootcamp that shares best practices and gives an onboarding tutorial on how to use the system.
There is also a private online community that you will be able to join
For all other inquiries and questions email us at [email protected] or
text us at +1 564-465-6329
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