Customers & leads
One workspace for the people you cover — and the ones you're chasing.
Customer profiles, drivers, vehicles, commodities, leads and their pipeline — all in the same view, never out of sync.
Spreadsheets for leads. The AMS for customers. Sticky notes for the follow-ups.
Most agencies stitch together the lead pipeline, the customer file and the follow-up queue across three or four tools. By renewal time, half the context lives in someone's head.
Ansure treats the lead and the customer as the same record — with one source of truth for contacts, vehicles, drivers and commodities, from first call to fifth renewal.
What you get.
Full customer profile
Contacts, addresses, drivers, vehicles, commodities, notes and the full history of every endorsement, certificate, and payment.
Lead pipeline
Kanban stages — new, contacted, quoted, won, lost — with drag-to-advance and per-lead notes. Convert lead to customer in one click.
Federal data on intake
DOT number pulls SAFER history, vehicle list and inspection record automatically. Saves a half-hour per onboarding.
Office and agent assignment
Route leads and customers to the right office and agent. Re-assign in bulk when someone leaves or a territory shifts.
Explore more of Ansure.
More features live in the same workspace. Pick the next one to dig into.
Get started
Ready to see Ansure in your agency?
30-minute demo tailored to how your team works. We bring the questions.