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Faster Agent Response.
Better Customer Experience.

Modernize customer acquisition processes by routing every inquiry to the right agent FAST.

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Insurance buyers move fast.
Legacy workflows don’t.

LeanData connects every inquiry and policyholder to the right agent instantly.
No manual steps, no missed opportunities.

Route Every Inquiry to the
Right Agent

Assign inquiries based on product line, region, license type, or availability without relying on manual reassignment.

  • Match by license and state
  • Route claims to service teams
  • Auto-reroute when agents are unavailable
Decorative image of high priority prospect being routed with the correct sales rep

Respond Faster Without Adding Headcount

Automated workflows reduce time-to-contact and increase productivity across sales, service, and renewals.

  • Trigger instant quote responses
  • Prioritize high-value submissions
  • Remove manual task handoffs

Improve Data Quality and Reporting

Eliminate duplicates, link related accounts, and ensure every team has access to accurate, actionable CRM data.

  • Auto dedupe applicants and records
  • Link submissions to policies
  • Track conversion across channels

Intelligent GTM Orchestration Built for Insurance Workflows

Drag-and-drop FlowBuilder:

Adjust routing logic without requiring IT support

Image of LeanData's FlowBuilder, dragging a node into place

CRM-native assignment rules:

Route based on any field, object, or business requirement

Decorative image of a lead being routed in LeanData to either a Sales Engineer, Customer Success rep, or an Account Executive

Full policyholder lifecycle support:

Cover everything from new inquiries to renewals and claims

Decorative hero image showing status alerts, Slack alert, a sales call and task notification

Real-time SLA tracking & visibility:

See where inquiries stall and ensure timely follow-up

Improve ABM motions

Clean CRM data foundation:

Match, dedupe, and maintain accurate account hierarchies

Eliminate ambiguity and extract more value

Go-to-Market Checklist

Is Your GTM Process Holding You Back?
  • Inquiries go unanswered or bounce between teams
  • Agents follow up without full context
  • You rely on spreadsheets to manage lead flow
  • You see duplicate or mismatched records in your CRM
  • Reporting feels incomplete or inaccurate
  • Workflow changes require IT tickets or custom code

If you checked off more than a couple, it’s time to modernize.

Woman sitting at a desk working on her laptop to sell to a B2B Account

Modern Insurance Operations
Require Modern Tools.

LeanData helps you move faster, respond smarter, and scale confidently.

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