Insurance Lead Management Software

Generate More Insurance Leads
Through Referral Partners

Stop chasing cold leads. Refrrd is the insurance lead management platform that connects your agency with auto dealers, realtors, and partner businesses to generate warm, qualified referral leads. Gamified tracking, instant SMS alerts, and pipeline management built for insurance agencies.

14-day free trial · Credit card required · Cancel anytime

8+
Industry Categories
Instant
SMS Lead Alerts
25+
Prize Options
100%
White-Label Ready
INSURANCE LEAD MANAGEMENT FEATURES

Everything You Need to Manage Insurance Leads

A complete insurance lead management and referral tracking system built specifically for P&C agencies and their partner networks.

One-Click Insurance Lead Submission

Partner salespeople submit insurance leads in seconds with category-specific forms — auto, home, marine, jewelry, and more.

Instant Insurance Lead Alerts

Your agents get a text message the moment a new insurance lead comes in. Never miss a referral again.

Prize Campaigns & Voting

Run monthly prize campaigns with a bank of 25+ prizes. Salespeople vote on what they want to win.

Real-Time Leaderboards

Gamified rankings keep partners competing. Top referrers see their name in lights.

Insurance Lead Pipeline Tracking

Track every insurance lead from submission to quoted to bound. Know your conversion rate at a glance.

Zapier & Webhook Integrations

Connect Refrrd to your existing tools — CRM, Slack, SMS — with one webhook URL.

Multi-Partner Management

Manage unlimited partner businesses across any industry from one dashboard.

Team & Role Management

Invite agents, assign partners, and control access with role-based permissions.

Agency Branding

White-label the platform with your agency logo, colors, and custom domain.

HOW IT WORKS

Start Generating Insurance Leads in 3 Steps

Get your insurance lead generation program live in minutes, not months.

01

Set Up Your Agency

Create your insurance agency profile, upload your branding, and configure your referral partner categories. Takes under 5 minutes.

02

Invite Your Partners

Send invite links to auto dealers, realtors, or any partner business. They sign up and start submitting insurance leads immediately.

03

Watch Leads Roll In

Get instant SMS alerts for every new insurance lead, track referrals through your pipeline, and reward top performers with prize campaigns.

MULTI-INDUSTRY

Generate Insurance Leads From Any Partner Type

Pre-built referral categories for every insurance line, or create your own for any industry that sells insurable products.

🚗

Auto Dealers

🏠

Realtors

💎

Jewelers

Marine Dealers

🏍️

Motorcycle

🚐

RV Dealers

🔨

Contractors

🏢

Property Mgmt

Plus unlimited custom categories with your own fields

PRICING

Insurance Lead Management Pricing

Start with a 14-day free trial. Credit card required — you won't be charged until day 15. Scale as your insurance lead pipeline grows.

Starter

Perfect for single-location agencies getting started with referrals.

$63/mo

Billed annually ($756/yr)

  • 1 agency
  • Up to 5 partner businesses
  • Up to 3 agents
  • Referral submission & tracking
  • Leaderboard
  • Email notifications
  • Basic analytics
Most Popular

Growth

For growing agencies with multiple partners and active referral programs.

$159/mo

Billed annually ($1908/yr)

  • 1 agency
  • Up to 25 partner businesses
  • Up to 10 agents
  • Everything in Starter, plus:
  • SMS instant alerts (via Zapier)
  • Prize campaigns & voting
  • Webhook integrations
  • Agency branding & logo
  • Priority support

Enterprise

For multi-location agencies and large partner networks.

$319/mo

Billed annually ($3828/yr)

  • Unlimited agencies
  • Unlimited partners
  • Unlimited agents
  • Everything in Growth, plus:
  • Custom domain
  • White-label branding
  • Advanced analytics & exports
  • API access
  • Dedicated account manager
  • Custom integrations

All plans include a 14-day free trial. Credit card required to start — you won't be charged until day 15.

TESTIMONIALS

Trusted by Insurance Agencies for Lead Generation

"Refrrd completely changed how we manage insurance leads from our dealership partners. We went from sticky notes and phone calls to a real lead management system. Our agents love the instant text alerts when new leads come in."

Agency Owner

P&C Insurance Agency

"The prize campaigns are genius. Our dealership salespeople actually compete to send us insurance leads now. We've seen a 3x increase in lead volume since switching to Refrrd. It's the best insurance lead generation tool we've used."

Agency Manager

Multi-Line Insurance Agency

FAQ

Frequently Asked Questions

Ready to Generate More Insurance Leads?

Join insurance agencies that are turning partner relationships into a steady stream of qualified insurance leads. Start your free trial today.

14-day free trial · Cancel anytime before day 15