Smart lead managementmade simple

Built for insurance brokers, Leadpal® is equipped with smart features that enable you to optimise your leads, automate processes and gain insights through powerful analytics to turn more leads into sales.

Leadpal dashboard on mobile
"A fantastic, well-developed tool that helps organise our sales team and drives monthly performance with easily visible analytics to help you hit your targets. We would strongly recommend Leadpal to any sales-driven business."
Flats Direct Company Logo
Nick Ellis, Commercial Director

Simple yet powerful lead management

Lead ManagementNurture your leads

Effortlessly manage all your leads in one place, provide a consistent experience and track the progress of each lead.
Lead progressor

Sales PipelineClose more sales

Empower your sales teams to seamlessly advance leads through your pipeline as they gather essential data, all while our cutting-edge Lead Progressor technology safeguards against any unintentional omissions of vital lead information.

Workflow AutomationFocus on what matters

Streamline your process with automated sales workflows and business processes, boosting efficiency, simplifying tasks, and maintaining consistent results.
Example workflow with Leadpal.

Sales AnalyticsSee the big picture

Gain valuable business insights from dependable data, empowering you to make informed decisions. Quickly identify your most profitable lead sources and recognise top-performing sales agents.

Ready to boost sales and uncover deeper insights?

Discover the ultimate lead management solution crafted for insurance brokers, engineered to accelerate sales and unveil profound business intelligence.
CRMs are "huh?" 🤔 and Spreadsheets are "ugh!" 😩

What's wrong with existing solutions?

E-mail & spreadsheets

Too simple


Too complex


Too right 👍

Popular features

Customisable pipeline

Set up your pipeline to match your business process to support your sales teams to make more sales.

Smart lead progressor

Leadpal intelligently progresses your leads forward to the next logical step and closer to a final sale.


Collaborate on leads and deals with colleagues, and set up notifications as leads progress through the pipeline.


Get detailed insights into your data. See who's smashing their sales targets and who might need more support.

Marketing Insights

Easily see which lead sources are delivering the best return on investment and cost per acquisition.


Build workflows that save time and create a seamless, predictable experience for your customers.


Never have to manually move leads between systems again, Leadpal integrates with other platforms.

Auto lead ingestion

Leadpal automatically pulls in all of your leads—no more copy/paste from emails and web forms.

Audit log

Every action performed on a lead, whether by a human or automation, is recorded in the audit log.


Unlock the true potential of your business with Leadpal Analytics—a a powerful and intuitive suite of features designed to elevate your marketing and sales strategies. Our comprehensive analytics tool comprises two essential components tailored to provide valuable insights and drive performance across your organisation.

Marketing AnalyticsOptimise your marketing efforts

Assess key performance indicators such as cost-per-acquisition, return on investment, income, and more. You can quickly identify which marketing channels deliver the best results by offering a granular breakdown of data per lead source. With these actionable insights, you can make informed decisions and fine-tune your marketing strategy for maximum impact

Sales AnalyticsTake control of your sales pipeline

Comprehensive monthly overview of your total pipeline, premium written, open pipeline, income, and gross written premium. This data can be further broken down by advisors to support effective sales management, enabling sales managers to assess individual agent performance swiftly. With these insights, you can optimise your sales process, identify potential bottlenecks, and empower your team to reach new heights.
Focus on your most important work and win business whilst you sleep​

Workflow automation


New Lead Has Landed

Trigger Option

Pre-empt This Date by 1 Day


Send a Reminder SMS

Build workflows that save time and create a seamless, predictable experience for your customers.

Pick a trigger that sets your automation into motion, such as a new lead landing, add a trigger option such as pre-empting a date, and then decide upon an action such as sending an SMS.

Leadpal automations help you go from idea to automated workflow in minutes.

Zero disruption to other departments

Integrates with your existing systems

Never have to move leads between systems again manually. Leadpal connects with Zapier to seamlessly integrate your leads with your existing CRM, Finance and Compliance systems.

Leadpal software integrations

Leadpal FAQ's

Our lead management platform was built from the ground up for insurance brokers to enable them to define robust pipelines and gain valuable insights to their data.

Leadpal starts at just £19.99 a month per user. View our pricing page for more information. 

One of the driving principles when developing Leadpal was that it had to be easy to use with a shallow learning curve. As a result, your teams will be able to quickly and easily master the platform in no time.

No. You can cancel anytime, and we will not bill you again unless you decide to re-subscribe. You will still have access to your data.

Want to explore more?

Experience Leadpal's transformative impact first-hand – schedule a complimentary 30-minute demo with our experts and discover how our innovative platform can revolutionise your insurance brokerage.
Leadpal analytics dashboard