Frequently Asked Questions

What is Leadvolt?

Leadvolt is a CRM platform that helps insurance agencies of all sizes manage their prospects in a more efficient manner through automation and data aggregation.

Is there a minimum or maximum number of users the system supports?

Leadvolt was designed without user limitations, so it’s the perfect solution for agencies with 1 user, 1000, or more.

Can you port data from my existing system to Leadvolt?

Yes. We have csv templates to ease the transfer of data from your current system to Leadvolt, and retain the original lead date of your lead (some systems use the import date, making an aged lead seem brand new).

Can I use LeadVolt on the go?

Due to its robust features and phone system, Leadvolt can be used on any computer that allows you to connect a headset/microphone.

Will LeadVolt sync with my device’s calendar?

Yes, Leadvolt tasks will integrate with your Microsoft Outlook or Google Calendar.

How long does it take to set up LeadVolt and get working?

We can have you ready to go within hours with your data migrated from other platforms using our template.

Is LeadVolt offered as a one-time purchase or a subscription?

Leadvolt is a monthly subscription and you can cancel at any time.

How can I know if LeadVolt is me?

Schedule a demo and one of our reps will be happy to discuss your needs and the software’s functionality.

What about customer support?

Our team is happy to assist with any support related issues you may have.

Where is my data stored and who owns it?

Your data is stored on a robust cloud server network enhanced with the security of Amazon Web Service (AWS).

Any training?

Yes. Our onboarding specialist will assist with your onboarding and help you become familiar with everything LeadVolt has to offer.

Which industries is LeadVolt appropriate for?

We currently specialize in insurance agencies, but other industries are in need of some LeadVolt and may see us in the future.

Let's get started!

Created by agents for agents, Leadvolt is the CRM tool born and designed with our industry in mind. Discover what a powerful, intuitive and scalable tool can do for your business.