THE OPERATING SYSTEM FOR HUNGRY INSURANCE AGENTS
Convert more of the leads you already buy.
Gilded Leads helps life insurance agents import, manage, contact, track, route, and close more prospects with insurance lead management software built for the way agents actually work.
Bring your own leads today. AI qualification and lead distribution are future roadmap items — not inflated promises.
Buying more leads will not fix a broken follow-up system.
Agents already spend money on leads. The bigger issue is what happens after the lead arrives: missed calls, scattered notes, unclear ownership, weak visibility, and inconsistent follow-up.
Paid leads get wasted
Without a clean workflow, prospects slip through cracks before they ever become real conversations.
Tools are disconnected
Spreadsheets, phone notes, calendars, call logs, and SMS threads create chaos instead of control.
Teams lack visibility
Agency owners need to know who owns each lead, what happened, and where revenue is getting lost.
“I did not build this to pretend software magically closes policies. I built it because agents need a cleaner way to work the leads they already paid for.”
Founder-led · Insurance focused
The first mission is simple: stop wasting opportunities.
Gilded Leads is being built from the real day-to-day insurance sales workflow: lead imports, pipeline stages, call activity, SMS follow-up, appointment tracking, agent routing, notes, and performance visibility.
- Designed for life insurance agents, not generic sales teams.
- Built around bring-your-own-lead workflows during beta.
- Created to support future AI and lead distribution without promising them too early.
Insurance CRM and pipeline tracking in one lead operation.
The current platform is focused on helping agents organize, work, and improve the conversion process for the leads they already generate or buy.
Import your leads
Bring your existing prospects into a cleaner workspace built around insurance sales activity.
Work the pipeline
Track ownership, status, notes, calls, SMS activity, appointment movement, and follow-up.
Improve conversion
Use visibility and structure to tighten response time, accountability, and sales execution.
Lead tracking software for insurance agents who work with discipline.
No fake lead marketplace promise. No pretending full AI qualification is already live. The beta is about building the operating system first.
Bring existing lead lists into one organized workspace.
Track lead stages, statuses, notes, and next steps clearly.
Assign ownership across teams and keep accountability visible.
Support daily outreach with centralized lead activity history.
Connect appointment activity to your lead workflow.
See pipeline movement, activity, and conversion indicators.
We do not sell more leads. We help you monetize the ones you already bought.
Most lead vendors
- Push more volume before your process is ready.
- Leave follow-up and tracking entirely on you.
- Make it hard to see where leads are actually being lost.
- Compete on lead claims instead of sales execution.
Gilded Leads
- Centralizes the leads you already have.
- Creates structure around daily follow-up.
- Improves team accountability and pipeline clarity.
- Builds toward AI and distribution after validation.
Insurance sales automation software, built in honest phases.
This keeps the landing page honest while still showing the larger product vision.
Lead importing, pipeline management, notes, routing, activity tracking, calendar support, and performance visibility.
Priority indicators, qualification logic, lead quality signals, and smarter daily work queues.
Call summaries, follow-up suggestions, objection notes, and workflow automation support.
Optional future lead delivery once quality control, compliance, fulfillment, and economics are fully ready.
Start with the system before the price increases.
Beta pricing for early users who want the core platform and future feature access as the product expands.
For individual agents and small teams bringing their own leads.
Get your Founder's Pass and lock in your price!
- Import and manage your existing leads.
- Track pipeline status, notes, activity, and ownership.
- Use team routing and appointment workflow support.
- Access future scoring and automation features as they roll out.
Lead distribution is not included in the current beta unless separately announced in writing.
Clear answers before you join.
Does Gilded Leads provide leads right now?
Not in the current beta. Today, Gilded Leads is for agents who bring their own leads and need a better system to work, track, and convert them. Lead distribution is a future roadmap item.
Is AI qualification live right now?
Full AI qualification and auto-booking should be treated as roadmap features unless they are specifically enabled inside your account. The current beta focuses on lead management, pipeline control, and conversion workflow.
Who is this best for?
Life insurance agents, agency owners, and small sales teams who already generate or buy leads and need a cleaner way to organize outreach, notes, follow-up, appointments, and performance.
How is this different from a CRM?
Most CRMs are generic. Gilded Leads is positioned around the insurance sales workflow: imported leads, fast follow-up, agent routing, pipeline accountability, appointment activity, and conversion visibility.
Can teams use it?
Yes. The platform is designed with multi-agent workflows in mind, including ownership, routing, pipeline visibility, and accountability.
The Gold Standard
Bring the leads. Build the machine.
Start with the beta version of Gilded Leads and help shape the operating system built specifically for life insurance agents.