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The Only Insurance CRM with a Built-In Lead Generation Engine.

Stop paying for a passive "filing cabinet." LeadStream is the operating system designed for top-producing agents who want to automate their lead flow, their follow-up, and their scale.

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  • All In One Sales & Marketing System
  • Capture Leads With Ease
  • Save Time & Organize Your Business
  • Make Marketing 2X More Effective

Does Your CRM Make You Money, or Just Store Data?

Most insurance CRMs are built to look backward—storing old notes and aged data. LeadStream was built to move forward.


By integrating a private Ad Agency (Lead Portal) and a Digital Appointment Setter (The AI Assistant) directly into your sales pipeline, we’ve closed the gap between 'Marketing' and 'Closing.'


This isn't just a place to keep your contacts; it is the factory that generates them and the engine that books them onto your calendar.

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Insurance CRM LeadStream CRM Dashboard

Your Private Ad Agency, Built-in.

Eliminate the technical barrier to Facebook and Google advertising.

Our integrated Ad Launcher (Lead Portal) allows you to select from a library of compliant Medicare, Final Expense, Life, Annuity, and ACA Blueprints.

Your ads go live instantly, delivering 100% exclusive leads directly into your CRM without you ever touching a 'Business Manager' setting.

Select your niche.
Set your daily budget.
Hit Launch.

Stop Acting Like a Secretary. Let the AI Book Your Calendar.

Speed-to-lead is the only metric that matters.

The second a lead is generated, our AI Assistant engages them via SMS or Email.

It qualifies their intent, verifies their needs, and places a confirmed appointment on your calendar.

You only pick up the phone when it's time to close the sale.

Fully HIPAA Compliant Insurance CRM

Our Insurance CRM software is HIPAA compliant.


Keep yours and your clients information safe.

Our best features Baked Into a Insurance CRM + Lead Generating Revenue Engine.

Never lose a lead to a missed notification again. LeadStream consolidates every communication channel into a single, unified thread. Phone, SMS, Email, and Facebook Messenger in one inbox.

  • Capture Leads

  • Nurture Leads

  • Make Sales

  • Get Referrals & Reviews

  • Revive Stale Leads

LeadStream CRM Capture Leads

Did you know this about Insurance CRMs & Software?

$1,972 a month

Life and health insurance agents, agency owners, or insurance brokers, spend an average of $1,972/month in total on separate pieces of software to run their business?

13% of Total Revenue

Life and health insurance agents, agency owners, or insurance brokers spend around 13% of their total revenue annually on marketing their business?

As a life and health insurance agent, agency owner, or insurance broker, it's important to find ways to streamline your business and lower costs, but it can be difficult to balance all of the important tasks.

Luckily, our Insurance CRM software can help solve this problem.

With our all-in-one insurance sales and marketing CRM, you can lower your costs and take advantage of our automation feature to streamline your marketing and reduce advertising costs.

Ready to Upgrade to an Elite Growth Engine?

Stop settling for a basic CRM. Join the top 10% of producers who are scaling their agencies with LeadStream.

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What's Included with LeadStream (Green)

Legal Disclaimer & Transparency: LeadStream CRM is a software-as-a-service (SaaS) platform provided by T.R. King Insurance Marketing and powered by GoHighLevel.

Ad Spend: Your monthly subscription (or annual equivalent) does NOT include your ad budget. You are responsible for paying Meta (Facebook/Instagram) or Google directly for your advertising spend. We recommend a minimum daily budget of $25.

Utility Billing: Communication costs (SMS, Phone, Email, and AI executions) are billed at flat rates via an automated "Wallet" system.

Results: Lead costs (avg. under $15) are based on 2026 industry benchmarks. Actual results vary by state, niche, and market conditions. LeadStream provides the tools; you provide the effort.

See what other customers have to say about our Insurance CRM Software.

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