FAQ
Leadvolt is a CRM platform that helps insurance agencies of all sizes manage their prospects in a more efficient manner through automation and data aggregation.
Leadvolt was designed without user limitations, so it’s the perfect solution for agencies with 1 user, 1000, or more.
Yes. We have csv templates to ease the transfer of data from your current system to Leadvolt, and retain the original lead date of your lead (some systems use the import date, making an aged lead seem brand new).
Due to its robust features and phone system, Leadvolt can be used on any computer that allows you to connect a headset/microphone.
Yes, Leadvolt tasks will integrate with your Microsoft Outlook or Google Calendar.
We can have you ready to go within hours with your data migrated from other platforms using our template.
Leadvolt is a monthly subscription and you can cancel at any time.
Schedule a demo and one of our reps will be happy to discuss your needs and the software’s functionality.
Our team is happy to assist with any support related issues you may have.
Your data is stored on a robust cloud server network enhanced with the security of Amazon Web Service (AWS).
Yes. Our onboarding specialist will assist with your onboarding and help you become familiar with everything LeadVolt has to offer.
We currently specialize in insurance agencies, but other industries are in need of some LeadVolt and may see us in the future.
