From lead in to booked in three steps.
A lead lands in your pipeline
From your ad, your form, a CSV, or a vendor feed. Deduped and ready to work, right at the top of your queue.
You dial, Vance coaches
The power dialer connects you fast, and Vance is already listening, feeding you the next line and the exact rebuttal in real time.
Booked, and followed up
Qualified leads land on your calendar. The second you hang up, Vance drafts the follow-up and keeps the nurture going until they book or reply.
Everything between the opt-in and the close.
A power dialer built for speed
Every fresh lead lands at the top of your queue, and one tap puts you on the phone with no dead air and no manual dialing. The agent who calls first wins the case, and now that agent is always you. A human voice, never a robocall.
Vance coaches you live
The moment you dial, Vance is in your ear with the next line and the exact rebuttal. It never talks to your leads. That voice is always yours.
Multi-day nurture
No answer? Vance drafts the follow-up and the engine texts and prompts callbacks across three days until they pick up, book, or reply.
Your calendar, filled
Qualified leads book straight into your booking calendar.
A real command center
Live dashboard with every call, transcript, outcome, and booking, plus which objections came up and where leads drop, so you know exactly what to sharpen.
Your book of business, tracked
Every policy in one board, issued, paid, pending, lapsed. Production and commissions totaled by carrier, monthly and yearly. Upload any carrier statement and it parses straight in.
Persistency and lapse alerts
Your in-force rate at three, six, and nine months, and a missed payment flagged before it charges back, so you keep the book you built.
Compliance built in
Consent language on every form, recorded-line disclosure, and Vance never quotes or closes. Licensed humans do.
Hear the AI caller, on a real call.
A real recording from the LeadBind AI caller, on a recorded line. It qualifies and routes only, and never quotes or sells. The AI caller ships with the Pro plan. On Solo you make the calls yourself, with Vance coaching you live.
Your command center
The whole engine, on one screen.
Every lead, every call, every booking, and where deals drop, live the moment your AI dials. This is the real app, not a mockup.
Replace the whole stack. And the setter.
What slow leads are costing you.
Estimate only. Calling a fresh opt-in within sixty seconds, instead of hours later, sharply lifts the share you reach and close. Your numbers will vary.
One platform that runs the whole sale.
From the first dial to the issued policy, every piece is built in and works together. Here is what is under the hood.
Every way to work the phones
However you like to dial, the platform already does it, with a human voice on the line.
- Single-line click-to-call straight from the browser over WebRTC.
- Power and parallel dial up to three lines at once, with answering-machine detection, on your cell or in the browser.
- Manual keypad dialing when you want full control.
- On the Pro plan, a fully autonomous AI auto-dialer per agent, gated by TCPA windows, a daily cap, local presence, DNC and consent.
Vance closes with you
A live copilot that works the whole call with you, so the voice on the phone is always yours.
- Listens to your call and feeds you the next line and the exact rebuttal the second an objection lands.
- Reads your whole book, so its coaching is about your real deals, not a generic script.
- Drafts the follow-up text and email the moment you hang up.
- Plans your call list, schedules callbacks, and books appointments when you confirm.
- It never talks to your leads. That is always you.
Or let the AI caller do it
On the Pro plan, an AI caller runs the whole call for you, not a robocall.
- Works the full call: hook, qualification, three-deep objection handling, and the handoff.
- In hours it warm-transfers you the live lead. After hours it books on the calendar itself.
- Drops voicemails and reads back the post-call analysis for you.
Zero-admin follow-up
The second a call ends, the busywork is already handled for you.
- Auto AI call note and a drafted follow-up the moment you hang up.
- A relentless five-step engine: email, call-back prompt, SMS, email, call-back, until they book or opt out.
- CAN-SPAM one-click unsubscribe on every message.
- A drip sequence builder and AI SMS reply assist to keep the cadence going.
Your own AI receptionist
An inbound AI trained on your business that answers when you cannot, not a shared bot. Part of the AI Voice add-on.
- A dedicated inbound agent that answers callbacks twenty-four seven.
- Speed-to-lead callback in about sixty seconds, day or night, plus missed-call text-back.
- Warm-transfers to you during business hours, books appointments after hours.
- Self-healing across number migrations so calls never fall through.
Deliverability engineered in
Your calls actually get answered because the numbers stay clean.
- Self-serve local-presence numbers that auto-buy when a state passes twenty-five leads.
- Custom caller-ID name (CNAM) set per number.
- Telnyx STIR/SHAKEN A-attestation on every line.
- Automatic dead-number detection with caller-ID failover.
- Free Caller Registry export to keep your brand trusted.
Compliance by design
The guardrails are built in, not bolted on after a complaint.
- Three-layer DNC scrub on every single dial.
- STOP replies auto-add to your DNC list.
- TCPA lead-local timing windows and consent gates enforced before a call goes out.
- A locked AI compliance block: it never quotes a price, never collects an SSN or bank detail, and discloses it is AI.
- CNAM impersonation guardrails so caller-ID stays honest.
A real CRM
Everything a producer needs to run the pipeline, in one place.
- Leads with every field, filters, full profiles, and a pipeline kanban.
- CSV import and webhook ingest to load leads from anywhere.
- A two-way SMS inbox to text right inside the platform.
- A GHL-integrated calendar with a white-label public booking page.
- A branded lead-capture landing page per agent, with a Final Expense quoter and needs calculator.
Analytics that matter
Not vanity charts. The numbers that tell you what to sharpen.
- KPI cards, an activity chart, and an outcome donut at a glance.
- A conversion funnel plus objection and drop-stage intelligence.
- ROI by lead source so you know where to spend.
- A dial streak and a weekly recap with a shareable image.
Book of business and earnings
Your whole production tracked for you, not in a spreadsheet.
- A full policy portfolio with persistency tracking.
- An at-risk retention list so you keep the book you built.
- A cases and applications tracker from submit to issued.
- Earnings and commission totaled by carrier, with statement upload.
A built-in AI assistant
An assistant that knows your data and the methodology cold.
- Knows your own pipeline and the Final Expense playbook.
- Coaches your callbacks, prep, follow-ups, and objections.
- Voice input so you can just ask it out loud.
Team and agency ready
Scale from one producer to a full floor without switching tools.
- A multi-seat organization with a team dashboard.
- Round-robin lead distribution across your reps.
- Wholesale usage so the margin works as you grow.
Agent Studio
Customize how your AI talks, qualifies, and closes in plain English.
Native iOS app + PWA
A real app on the App Store, or install it straight from the browser.
Real-time notifications
Telegram, email, and SMS alerts with a rich card on every call.
Two plans. Every call turns into money.
Solo when you do the dialing. Pro when you want an AI calling your leads with you. Add AI Voice and it answers for you around the clock.
Solo
Dial your own leads with a built-in power dialer, plus the full CRM. You dial, we organize.
- Power dialer: click-to-call plus auto-dial a lead list
- 3 phone numbers included, no extra monthly
- Lead pipeline, calendar, and inbox
- Your own lead-capture landing page
- Lead source tracking
- 1 seat. No AI caller, you do the dialing
Pro
Everything in Solo, plus an AI that calls your leads for you and warm-transfers the hot ones. Live today, self-serve.
- AI outbound caller: dials your leads and qualifies them for you
- Screened warm transfer to you the moment a lead is interested
- Everything in the Solo plan included
- 5 phone numbers included, no extra monthly
- A2P registration included (we handle it)
- Agent Studio: tune your AI by talking to it
Built for insurance, the way it has to be.
Stop losing leads you already paid for.
The agent who calls first wins the case. With LeadBind, that agent is always you.