LeadRobin for Insurance

Submissions come in everywhere. They should land in one place.

Broker emails, web portals, API feeds from distribution platforms like NowCerts, spreadsheets from carriers. Each one is a live producer waiting to start, and every hour it sits unread is a deal someone else will close. LeadRobin pulls all of it into one pipeline and puts a name on every lead the second it arrives.

An insurance pipeline, not a generic to-do list

• Lead Assigned the moment a submission lands
• Quote Submitted / Created / Delivered track the quote lifecycle
• Needs Follow Up stalled leads flag themselves
• Bind Requested / Waiting On Bind / Bound see the money moving
• Policy Delivered done, and Lead Dead with a reason logged

The vocabulary above ships as the default, and every stage is editable: rename it, reorder it, or build your own. Producers keep their entire pipeline honest with drag-and-drop cards and a full audit trail behind each one.

Built with real insurance software in mind

LeadRobin comes from the team that builds InsuranceClouds, so the CSV extraction, broker availability logic, and AMS push are shaped around how MGAs and wholesale desks actually operate. NowCerts feeds route straight into the pipeline with the ACORD fields extracted and attached to the lead.

Commission disputes end here

When every assignment and every stage change is timestamped, producer credit is arithmetic, not negotiation.

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