LetsInsure

LetsInsure is a compliance-first CRM designed for insurance agents and agencies. It replaces fragmented tools—such as spreadsheets, separate dialers, and e-signature services—with a single platform that manages the entire policy lifecycle, from lead capture to commission tracking. The platform addresses the challenge of maintaining regulatory compliance while streamlining sales and administrative workflows.

The product includes 18 modules covering lead management, a quoting engine, a drag-and-drop deals pipeline, built-in calling with recordings, and an AI auto-dialer that qualifies leads and books appointments. Compliance features include e-signatures, AI-drafted compliance letters, and document templates that block submissions until all required documents are signed. Additional capabilities include commission tracking (FYC, FYO, advances, chargebacks), automations for multi-channel sequences, calendar and scheduling tools, video meetings, team management, and a Growth Marketplace for purchasing vetted lead packs. Integrations with major Canadian carriers such as Manulife, Sun Life, and Canada Life are supported.

LetsInsure is built for Canadian and US insurance agencies of all sizes. It offers a 14-day free trial without requiring a credit card. Paid editions are Starter, Professional, and Enterprise, priced per agent per month, with optional add-ons for SMS and email automation, an auto dialer, and a lead map that can be toggled on or off. The Enterprise edition provides custom integrations, a dedicated account manager, and API access for larger agencies and MGAs.