Software and Tools for Insurance Agents
Below are software and tools for insurance agents & agencies, just like YOU.
Learn about all of our software & tools here in an easy to read list.
You can even use these tools as incentives for your downlines, if you are recruiting.
Software and Tools for Insurance Agents You Can Get
#1 Leadstream CRM
How to get access:
You get access to the LeadStream CRM by paying a monthly or annual subscription fee.
What is it?
LeadStream CRM is for life & health insurance agents, agency owners, and insurance brokers to manage customer data through a single platform. Our Insurance CRM software for managing contacts can help you increase revenue and lower business costs.
Access all customer interactions and conversation histories from multiple channels in one convenient location. This guarantees that all team members stay up-to-date and ready to deliver a personalized customer experience.
Using this Insurance CRM system (LeadStream CRM), you can create landing pages, surveys, forms, calendars, and even an inbound phone system to capture and cultivate your leads, all in one user-friendly platform.
Already a paying subscriber? Log in below.
#2 Leadstream Lead Portal Program
How to get access:
You get access to the LeadStream Lead Portal by paying a $50/month subscription fee.
What is it?
Leadstream Lead Portal Program is a unique lead program designed for insurance agents and agencies to get high quality leads in real-time and provide a Lead Portal to work them. After sign up for the subscription plan, select the type of campaign you want to launch, select the product, input your criteria, and hit go!
Already a customer? Log in below.
#3 LeadStream Quoting & Enrollment TOols
How to get access:
You get access as a active LeadStream Lead Portal customer or as a contracted agent with one active contract.
LeadStream Quoting & Enrollment Tool is free and included with an active LeadStream Lead portal account for non-contracted agents.
What is it?
LeadStream Quoting & Enrollment Tools is for insurance agents and agencies to run quotes, check health conditions & underwriting conditions, send comparisons, save prescriptions, check pharmacies, check demographics, and submit e-applications for select carriers.
What carriers you ask?
The following Medicare Supplement companies are now available for electronic enrollment:
Aetna & companies (continental, etc)
Accendo
Mutual of Omaha (and companies)
Medico
UnitedHealthcare
Heartland
BCBS of NC
THP INS Co
Allstate
GTL
Elips LIfe
Lumico Life
The following Medicare Advantage companies are now available for electronic enrollment:
Humana
Already a customer or agent with us? Log in below.
#4 AHIP Discount
How to get access:
You will get access with one active contract.
What is it?
You get a $50 discount on AHIP through our partnership with YourMedicare.
#5 Online contracting tools
How to get access:
You will get access with one active contract.
What is it?
Complete your contracting paperwork online and seamlessly submit them. Recruiters can use this software to recruit agents into their downline at no-cost.
#6 two MAPD Enrollment Centers
How to get access:
You will get access with one active contract.
What is it?
Quoting tool, electronic scope of appointment, enroll via e-signature and text message. Find your client's doctor, estimate drug costs, and check formularies.
The first tool is The MedicareCENTER.
The second tool is YourMedicare Enrollment Center.
#7 RXGo Drug Savings Program
How to get access:
You can sign up right now using the button below.
What is it?
Free prescription drug discount program saving consumers up to 87% off of the Pharmacy's retail price at participating drug stores.
Check several discount drug programs at once!
Easy and quick setup, get a personalized website, mobile app, and code as an agent, it's free for you to sign up, and you can get paid. Make extra recurring revenue.
A great alternative to GoodRX, which has started selling Medicare products to the people you send to them. RXGO is not insurance.