Convert 3x More Leads Into Sales in 30 days without frustration.

LeadStream CRM helps you start, converse, and book more appointments on autopilot for your insurance business through SMS, Email, Live Chat, Phone Calls, and much more! Scroll down for more details.

Using LeadStream CRM You Can...


Double Your Speed To Lead

Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!


Instantly Fill Your Calendar

Say goodbye to missed sales opportunities! LeadStream CRM makes scheduling appointments feel magically easy so that you can close more deals!


Drive More Phone Calls

Automatically route calls and convert inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!


Build SMART Nurture Campaigns

Get up to an 80% response rate from your leads and customers with LeadStream CRM SMART automation campaigns that interact across multiple channels!


Gain Key Insights Into Performance

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

Save Time & Money

This system replaces $1,000+ a month worth of software...

LeadStream CRM can replace software & save you a ton of money, increasing your profits by up to 30% instantly!

Fully Automated AI-Powered Booking For Your Insurance Business

Generate appointments in your sleep.

See how easy it is to have your very own AI-powered bot book appointments for you without lifting a finger.

Create text conversations with the goal of placing booked appointments on your calendar WITHOUT any human interaction.

Leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.

Fully HIPAA Compliant Insurance CRM

Our Insurance CRM software is HIPAA compliant.

LeadStream CRM encrypts your data so you can keep yours and your clients information safe.

Industry Leading Features


7 Channel Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.




Work as team members to see the system how they see it, track progress, set up campaigns, and more.


AI Appointment Booking

Use LeadStream CRM to book appointments for you so that you can focus on what matters the most, closing deals.


Lead Round


Automatically distribute leads between team members and track the progress on each lead.


Live Call


Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.



Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.


Communication Center

All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!




Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!


Mobile App

Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Bonus Offer:

Designed to predictably capture strangers, nurture prospects, and convert customers into promoters!

2 Calendar Templates

Designed to to be easy to use and get prospects to book appointments & decrease no shows.

108 Email Customizable Templates

Customizable email template blueprints for you to customize to nurture leads automatically for two years!

8 Customizable Lead Forms

Use these lead forms to capture leads, book appointments, an encourage re-booking

2 Conversion Rate Optimized Funnels

Use these dynamic & customizable funnel templates as simple websites or as channel-specific landing pages (think Facebook business page website link so you can see where leads are coming from) to generate leads.

2 Sales Pipelines Templates

Customizable sales pipeline blueprints to manage leads for sales, reviews, and referrals to catapult your income.

46 Automated Workflow Templates

The heavy lifting has been done, use these customizable workflows to have everything you could need to capture new leads, persistently deliver value, guide them toward a sale, and then ascend them to become a 5-star review and avid referrer.

Seamless Integration With 2000+ Tools

Integrate LeadStream CRM With Tools You Already Love

With Our Custom Integration And Zapier!

Join Happy LeadStream CRM Customers!

Plans For Insurance Agents and Agencies Of All Sizes

Included with all plans

  • Unlimited Team Accounts

  • Unlimited Email & SMS Marketing Campaign Software

  • Unlimited Blog Software

  • 2-Way Text & Email Conversation w/ Facebook Integration & GMB

  • Smart Push Notifications via Email, Text, Desktop & Mobile App

  • Membership, Community, Course Builder Software

  • Unlimited Contacts

  • Unlimited Sales & Marketing Funnel Software

  • Facebook, Google Ads, & Linkedin Ads Reporting & Integration

  • Power Phone Dialer & Automated Voicemail Software & Recording

  • AI Lead Responding

  • Social Media Planner Software

  • Unlimited Individual & Team Calendars

  • Unlimited Surveys & Trigger Link Event

  • Automated Missed Call Text Back Feature

  • 24/7 live chat & video call support for technical assistance. Request a video call in live chat

  • CRM & Pipeline Management Software

  • Referral Tracking Software

  • Unlimited Web Chats

  • Unlimited Websites & Forms Builder

  • 1 Phone Number For Tracking

  • Monthly Rollover Usage Credits

  • Create Smart Automation Campaigns (Email Text, Voicemails etc.)

  • Google Reputation Management & Integration


For Experienced Agents

Agent Plan

  • CRM Ready To Go For Getting Leads & Obtaining Clients

  • Appointment Setter AI To Book Appointments FOR YOU

  • Retention Automations To Get Reviews & Cross-Sell To Increase Revenue

  • Lead Pipeline Ready to Go For Visually Keeping Track & Measuring ROI of YOUR LEADS!

  • Insurance Agency Website Templates Ready to Use & Rebrand as Yours!

For Experienced Agencies

Agency Plan

  • CRM Ready To Go For Getting Leads & Obtaining Clients

  • Appointment Setter AI To Book Appointments FOR YOU

  • CRM Ready To Go To Recruit Agents & Keep Track of Hierarchy, & Onboarding Processes!

  • Retention Automations To Get Reviews & Cross-Sell To Increase Revenue

  • Lead Pipeline Ready to Go For Visually Keeping Track & Measuring ROI of YOUR LEADS!

  • Agent Onboarding Pipeline Ready to Go For Visually Tracking Agent Onboarding Success Rate & Costs

Additional Usage

  • Text Messages: $0.0158 / segment (160 characters)

  • Reviews AI: 0.16/review response

  • Conversational AI: $0.04/ per message

  • Phone System Making Calls: $0.028/ min

  • Phone System Receiving Calls: $0.017/ min

  • Content AI: $0.18/ per 1,000 words or 0.12/ per image

  • Email Tracking & Messages: $0.0014/email

  • Email Verification: $0.005 / per email verification

  • Premium Workflow Actions: $0.02 / premium workflow action

  • Workflow AI: $0.06/ per workflow

Frequently Asked Questions

1. What Kind Of Support Do You Provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer 24/7 live chat & video technical support in the CRM as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

4. How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows across your high-value business processes. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

2. How Do I Get Started?

Sign up or sign up for a Demo and see how easy our services make business management. We hope you'll join us once you see how we can boost your business.

5. Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts.

3. How Secure Is My Customer Data?

In 2024, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches.

6. What Platform Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease.

Ready To Close More Clients?

Get Started Today!

© 2024 TR King Insurance Marketing.

All Rights Reserved.