LeadGPT: The AI CRM for Health Insurance Agents
One inbox for every lead. Calls and texts from local numbers, every conversation transcribed and analyzed, and Sofia, the built-in assistant, texting you the moment a new lead arrives so you are the first agent to respond.
An AI CRM that does the follow-up work for insurance agents
LeadGPT reads every call and text, scores the lead, writes the next task, and answers the phone when you cannot. You spend the day talking to people who want a policy.
Sofia, your AI assistant
Sofia texts you when a lead replies or a new one arrives from your website or MeetBrokers profile, can hold the lead's first text conversation for you, sends appointment reminders, and respects quiet hours. Works by SMS, voice, and in-app chat.
AI call and text analysis
Every call is recorded and transcribed. The AI pulls out what the lead needs, their objections, and the next step, then scores the lead so you know who to call back first.
Follow-up rules and automations
Set follow-up rules once and let SMS drip campaigns, filtered by lead source and status, keep prospects warm. A drip stops the moment the lead texts back.
AI receptionist and voice campaigns
An AI receptionist answers inbound calls when you are on another line or in an appointment. Voice campaigns handle outbound volume during AEP and open enrollment.
Local numbers and Number Health
Call and text from local phone numbers, hold several per user, and get a warning from Number Health when a number is at risk of being flagged as spam.
Compliance-minded by design
Call recording for Medicare Advantage and Part D sales calls, opt-out handling and quiet hours on texts, and a consent record on every MeetBrokers inquiry. Your process still has to be right, but the tooling will not fight you.
Every conversation, written down and sorted
You had the call. The AI writes the summary, files the details on the lead, and drafts the follow-up, so nothing lives only in your memory or a sticky note.
- Summarizes each call and text thread on the lead record
- Pulls out objections, budget, household and coverage needs
- Drafts the follow-up task with a due date
- Flags sentiment so you know who is warm and who is cooling off
- Gives managers a call review with coaching notes
30-minute call with John about family health insurance options. Discussed premium costs, coverage options, and enrollment deadlines.
- Family of 4 seeking comprehensive coverage
- Budget concern: max $800/month premium
- Needs coverage for son's asthma medication
How LeadGPT works for Medicare and ACA agents
Leads come in, you talk to them, the AI keeps the record straight and the follow-up moving. Four steps, one place.
Bring your leads in
Import a CSV, post leads from your website or vendor through the API, connect TMS Leads, or publish a MeetBrokers.com profile and let consumers find you.
Respond first
Sofia texts you the moment a web or MeetBrokers lead lands and can open the conversation for you. Call and text back from a local number without leaving the inbox.
Let the AI do the paperwork
Calls are transcribed and summarized, the lead is scored, and the next step is pulled out as an action item. Follow-up rules and drip campaigns take it from there.
Enroll and keep the record
Book the appointment on your Google Calendar, enroll the client, and keep every recording, note and consent in one place for the next renewal.
Sell. Let the CRM handle the admin.
The parts of insurance sales that do not need a licensed agent, such as logging calls, writing follow-up notes, sending reminders, and chasing quiet leads, are the parts LeadGPT automates.
- Call notes and summaries written for you after every call
- Appointment reminders sent by Sofia without you lifting a finger
- Follow-up action items pulled from what was actually said on the call
- SMS drips that keep leads warm between enrollment windows
AI Workflow Automation
Lead Scoring
Prioritizes leads based on conversion probability
Personalized Outreach
Creates tailored communication for each lead
AI Receptionist
Handles incoming calls and schedules appointments
Action Items
Creates follow-up tasks based on conversation analysis and lead potential
Follow-up Scheduling
Sets optimal timing for follow-up communications
Run your insurance agency from one dashboard
Managers see every agent's calls, texts, and pipeline, review recordings with AI coaching notes, and watch live activity during peak enrollment.
Team Performance Dashboard
Total Leads
342
Conversion Rate
28%
Active Leads
156
Avg. Response Time
2.4h
Monthly Lead Generation
Team Performance
Sarah Johnson
Team Lead
92%
Michael Chen
Senior Agent
88%
Jessica Williams
Agent
76%
David Rodriguez
Agent
84%
Team analytics and coaching
Manager scorecards
Calls, texts, appointments, new leads, and call sentiment for each agent, so you know who is working leads and who is sitting on them before the week is over.
Call review with AI coaching
Listen to any recorded call with the transcript beside it and AI coaching notes on what went well and what to try next time.
AI Team Digest
A digest of the team's last 7 days with coaching priorities, built from your agents' calls and texts, so you know where to spend your coaching time during AEP.
Agent Performance Comparison
Example AI Team Insights
- Your top closer spends more of each call on the client's doctors and prescriptions
- Calls that end with a booked next step recap the plan options before hanging up
- Leads answered within minutes qualify far more often than leads answered in hours
- Two numbers dropped to At risk in Number Health this week; swap them before AEP volume
Insurance lead management software, all in one place
The leads inbox, the phone system, the calendar, and the automation are one product, not four subscriptions held together with a spreadsheet.
Leads inbox
Statuses, custom fields, notes, attachments, and search. Import a CSV or post leads in through the public API with your own API key.
Calls and texts in one thread
Every call and text with a lead sits in one place, with recordings and transcripts attached, so you can pick the conversation back up in seconds.
Calendar and booking
Google Calendar integration and appointment booking. Sofia checks your availability and sends the reminder so the client actually shows up.
Drip campaigns
SMS drips filtered by lead source and status, with opt-out handling and a send window built in, for the months between enrollment windows.
Analytics and coaching
New leads, conversion rate, SMS response rate, and call answer rate over any date range, plus AI coaching scores on your team's recorded calls.
Security and health information
HTTPS on every connection, hashed passwords and API keys, and leads that other agents, including your team admin, can't see. Our Security and HIPAA pages explain exactly how data is handled.
Consumers find you on MeetBrokers.com
MeetBrokers.com is a public directory of licensed health insurance agents. People shopping for Medicare or marketplace coverage search it by ZIP code and coverage type, read your profile, and send you an inquiry. Every LeadGPT subscription includes a listing.
- A public profile with your NPN and a License verified badge once our team checks it, published from the Profile Page in LeadGPT.
- Inquiries land in your LeadGPT leads inbox tagged MeetBrokers, with coverage interest, ZIP code and consent record, and Sofia texts you right away.
- Included with every subscription. No per-lead fees. Lead Hunter and Lead Master plans get featured placement.
Maria G.
Turning 65 in November · ZIP 78701
“I want to compare Medicare Advantage plans that include my cardiologist. Best time to reach me is after 5pm.”
The first agent to respond usually wins the lead
Health insurance is a timing business. These are the published numbers we built LeadGPT around, not our own marketing claims.
Simple pricing that grows with your agency
Every plan includes the full CRM, Sofia, calling and texting, and a MeetBrokers.com profile. Lead Hunter adds the AI Receptionist and AI calling campaigns; Lead Master adds teams and Team Hub. See full pricing details.
What's included
- Leads inbox, CSV import, and the API
- Calling and texting from up to 3 local numbers
- Sofia and the AI Assistant
- Call recording, transcripts, and AI call analysis
- Text campaigns, drip campaigns, and follow-up rules
- Your MeetBrokers.com profile
Lead Hunter
Everything in Lead Scout, plus AI that answers and makes calls for you.
Get StartedWhat's included
- Everything in Lead Scout
- The AI Receptionist for the calls you miss
- AI voice calling campaigns
- Up to 10 local numbers
- Featured placement on MeetBrokers.com
Lead Master
Everything in Lead Hunter, plus teams and Team Hub for agency owners.
Get StartedWhat's included
- Everything in Lead Hunter
- Teams: invite your agents
- Team Hub: weekly AI digest and member scorecards
- Call review with AI coaching scores
Prices are per agent, billed monthly. Every agent, including each team member, needs their own subscription. Cancel anytime from the billing portal; your plan stays active through the period you paid for.
Questions agents ask before switching CRMs
Straight answers on Medicare fit, HIPAA handling, calling and texting, lead import, the mobile app, pricing, and the directory.
What is the best CRM for health insurance agents?
The best CRM for a health insurance agent is one built around how health insurance is actually sold: fast first contact, a lot of calling and texting, enrollment windows, and strict rules about consent and recording. LeadGPT is built specifically for agents selling Medicare, ACA marketplace, life, and ancillary products. You get a leads inbox, calling and texting from local numbers, AI call analysis, Sofia (a built-in assistant that texts you when a lead replies or a new web or MeetBrokers lead comes in), follow-up automation, and a public profile on MeetBrokers.com. A general-purpose CRM can be made to do some of this with add-ons, but you end up assembling and paying for the pieces yourself.
Does LeadGPT work for Medicare agents?
Yes. Medicare agents use LeadGPT to work leads through the Annual Enrollment Period (October 15 to December 7) and the Medicare Advantage Open Enrollment Period (January 1 to March 31), and to keep Initial Enrollment Period prospects warm year-round with SMS drip campaigns. Calls placed or answered in LeadGPT are recorded and transcribed, which matters because CMS requires recording of Medicare Advantage and Part D marketing and sales calls. Sofia texts you when a lead replies or a new web or MeetBrokers lead arrives, and can hold the first text conversation while you are in an appointment.
How does LeadGPT handle HIPAA and client data?
LeadGPT runs on Amazon Web Services, uses HTTPS on every connection, and stores passwords and API keys only as hashes. Each agent's leads and text conversations stay in their own account, out of view of other agents and team admins, and recordings, transcripts, notes, and attachments stay with the lead instead of in a text thread on someone's phone. Our HIPAA page lists the health details LeadGPT can hold and the providers that process them, so you can review it with your compliance team before you store protected health information.
Can I call and text leads from inside LeadGPT?
Yes. LeadGPT includes calling and texting from local phone numbers, and you can hold more than one number per user so you can match the area code of the leads you are working. Calls are recorded and transcribed, then analyzed for coaching and follow-up. An AI receptionist answers inbound calls when you cannot, voice campaigns handle outbound volume, and Number Health monitoring warns you when one of your numbers is at risk of being flagged as spam.
How do I get my existing leads into LeadGPT?
Three ways. Import a CSV from your old CRM or spreadsheet. Use the public API with an API key so your website forms and lead vendors can post leads straight into your inbox. Or connect a vendor integration such as TMS Leads. New inquiries from your MeetBrokers.com profile arrive the same way, tagged with the consumer's coverage interest and ZIP code, and Sofia can create a lead for you from a text.
Is there a LeadGPT mobile app?
Yes. The LeadGPT iOS app is on the App Store, so you can see new leads, calls, texts, and Sofia's messages from your phone. Because Sofia also works over plain SMS and by voice, you can create leads, check your calendar, and send follow-ups from any phone without opening the app.
How much does LeadGPT cost?
LeadGPT has three monthly plans. Lead Scout includes the full CRM, Sofia, calling and texting from up to 3 local numbers, call recording and AI analysis, campaigns and drips, and a MeetBrokers.com profile. Lead Hunter adds the AI Receptionist, AI voice calling campaigns, up to 10 numbers, and featured placement on MeetBrokers.com. Lead Master adds teams and Team Hub for agency owners. There are no lead caps or add-ons to buy, each agent needs their own subscription, and you can cancel anytime. Current prices are on the pricing page at leadgpt.com/pricing.
What is MeetBrokers.com and is it included?
MeetBrokers.com is a consumer directory of licensed health insurance agents, and a profile is included with every LeadGPT subscription with no per-lead fees. You publish your profile from the Profile Page in LeadGPT; it shows your NPN, with a License verified badge once our team checks it. When a consumer sends an inquiry, it lands in your LeadGPT leads inbox tagged MeetBrokers, with their coverage interest, ZIP code, and consent record, and Sofia texts you right away. Lead Hunter and Lead Master subscribers get featured placement in search results.
Security details are on our Security and HIPAA pages. The iOS app is on the App Store.
Latest from the blog
Guides on Medicare and ACA enrollment, follow-up, compliance, and running an agency, written for working agents.
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