A lead management tool that connects insurance agents with consumers while offering features to manage, track, and convert leads into policies.
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Product advertises collecting leads from multiple channels including EverQuote marketplace, web, phone calls. Designed for agency distribution lead management. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
EverQuote's platform supports lead delivery via API into agent CRMs; API-based lead ingestion mentioned. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Bulk import for leads (CSV or Excel) is referenced in onboarding/transition guides. | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
Duplicate lead filtration mentioned in documentation and agent support resources. | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
System performs validation (email, phone number checks) as part of the lead intake process. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
No information available | |
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Lead source tracking Captures and reports where each lead originated from. |
Lead source tracking referenced; agents can view and report on original lead source. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Lead assignment tools including rules-based or manual assignment are available in agent portal. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Agents are notified immediately on new lead acquisition; notification features highlighted in onboarding. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual lead input is allowed for agents to add leads they acquired externally. |
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
No information available | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
Platform supports assignment by priority including 'hot leads'; rules for assignment support prioritization. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
No information available | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
No information available | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
Manual reassignment of leads is supported in agent tools. | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
Changes to assignment and lead handling are logged and viewable by admin. | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Assignment workflows can be customized by agency; features allow rule-based or logic-based routing. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
Leads not actioned in given timeframe can be auto-escalated or reassigned according to settings. | |
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Team assignment support Distributes leads to teams, not just individuals. |
System supports routing to individuals or group/team structures as set by the agency. | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Notifications are sent to assigned users/teams whenever a lead is assigned. |
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Admin users can define custom lead statuses (e.g., New, Contacted, Converted, Lost). | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
Automated status changes occur based on engagement and field updates. | |
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Manual status change Allow users to manually update lead status. |
Agents can manually update the status of leads in the portal. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
No information available | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Agents can add interaction notes and upload attachments to each lead's record. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up scheduling and reminders for leads is a core advertised feature. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Lead conversion tracking is available. Whether a lead converts to a policy is tracked. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
Agents can denote and capture loss reasons when marking leads as lost. | |
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Lead age/aging reports Reports showing the age of leads in each status. |
Lead aging and pipeline reports are available to agents and managers. | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
No information available | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders and follow-ups can be configured for active/inactive leads. |
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Dashboard views can be customized per user type; graphical dashboards referenced. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline/funnel report is a standard dashboard feature. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion rates at various funnel stages are reported in dashboards. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Performance and conversion can be segmented by channel/lead source. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Agent performance reports and leaderboards available. | |
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Custom report builder Users can build and export custom reports. |
Custom reports can be built and exported by users. | |
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Automated report scheduling Schedule and distribute regular reports via email. |
No information available | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
Dashboard allows analysis of funnel drop-offs by stage. | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Agents/managers can export data as CSV/Excel. | |
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Real-time analytics Access to live updated stats and charts. |
Live analytics view available; stats update in real time. |
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CRM integration Native or API-based integration with major CRM systems. |
Direct/built-in CRM and lead system integrations referenced (Velocify, Salesforce, AgencyZoom, etc.). | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
No information available | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
No information available | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
No information available | |
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Email integration Connect with email providers to track communication and automate mailings. |
Email lead delivery, tracking, and templates available. Connects with agent email for communications. | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
No information available | |
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Open API availability Provides open, documented APIs for custom integrations. |
API documentation public, open APIs for lead ingestion/integration available to partners. | |
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Webhook support Support for triggering outbound webhooks on events. |
No information available | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
No information available | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
No information available |
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Web platform optimized for all device types (desktop, tablet, mobile browser). | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
No information available | |
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Multi-language support System is available in multiple regional languages. |
No information available | |
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Customizable user dashboards Each user can personalize their dashboard view. |
Dashboards and UI can be customized by agent/admin to show relevant stats and data. | |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Platform allows search by lead status, custom fields, date, and advanced filters. | |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk lead actions supported—update, assign, delete across multiple leads via UI. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
In-app system notifications for events, assignments, and reminders. | |
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User onboarding/tutorials Built-in guides to train new users or agents. |
No information available | |
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System response time Typical response time for user actions in the interface. |
No information available |
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Agents can automate creation of follow-up tasks based on lead activity and rules. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
No information available | |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
No information available | |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Drip and workflow email/sms outreach can be scheduled based on triggers. | |
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Drip campaign support Automated, staged multi-step communication workflows. |
Drip campaigns for ongoing outreach are referenced in product collateral. | |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Workflow automation includes escalation rules for un-contacted leads. | |
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Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications trigger for specific events (new lead, status, scheduled reminders). | |
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Lead nurturing flows Multi-touch automated nurture sequences. |
Lead nurture workflows with multiple touchpoints by email available. | |
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Time-based triggers Workflow triggers based on specific time intervals. |
No information available | |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Custom webhook integration supported as part of open APIs. |
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Data encryption Lead data is encrypted at rest and in transit. |
No information available | |
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Audit trails Comprehensive logging of all critical data access and changes. |
No information available | |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based access for admins, agents, team leads includes granular permission controls. | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Vendor privacy policy claims platform is GDPR and CCPA compliant. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
No information available | |
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Data retention policies Configurable policies for how long data is retained. |
No information available | |
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Field-level security Restrict who can see or edit specific data fields. |
No information available | |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
No information available | |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
Leads and all associated data can be deleted with verification via admin controls. | |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
No information available |
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Custom fields Add and configure custom data fields to lead records. |
Custom fields can be defined and added to lead records by admin users. | |
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Branding customization White-labeling support for agency/distributor branding. |
Agencies can brand their portal and notifications (white-labeling) is available. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
Hierarchical access supports agent and multi-level agency structures. | |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Rule-based workflows can be set per product line, channel, or selling arrangement. | |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
Agencies/admins can define custom status values and lifecycle stages. | |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
No information available | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-based UI is enabled—admin, team leader, and agent views are different and customizable. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
Product supports configuration for various insurance lines and customizable workflows per product. | |
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Dynamic form builder Administrators can create and adjust data collection forms. |
Admins can build and modify data collection forms dynamically. | |
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Custom validation rules Add organization-specific data validation logic. |
No information available |
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Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
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Uptime guarantee Service level agreement for system availability. |
No information available | |
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Disaster recovery Robust business continuity and disaster recovery planning. |
Vendor states high system continuity, business disaster recovery planning. | |
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Load handling Capability to handle surges in traffic or lead volumes. |
Scalability claims include support for volume surges during sales events or marketing campaigns. | |
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Performance monitoring Ongoing system health and usage monitoring. |
No information available | |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
No information available | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
Cloud-hosted platform, elastic scaling available for concurrent agents and lead volume. | |
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Auto-backup frequency Frequency of automatic system backups. |
No information available | |
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Failover capability Support for automatic failover in case of system component failures. |
No information available | |
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API rate limit Number of API requests that can be processed per minute. |
No information available |
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24/7 technical support Continuous support availability via multiple channels. |
No information available | |
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Dedicated account manager Assigned account manager for personalized service. |
Dedicated account managers for agencies and partners (EverQuote Pro support). | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding assistance and customer success team mentioned in user onboarding processes. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
Extensive documentation, training guides, FAQs are published online. | |
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Community/knowledge base Online forums or resources for peer support. |
No information available | |
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Implementation services Professional services for complex integrations/rollouts. |
Implementation/technical services available to agencies and large groups. | |
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Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
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Training resources Online training, video tutorials, and in-person sessions. |
Training webinars, live support, and self-guided training resources (videos, how-tos) provided. | |
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User feedback process Structured mechanism for product improvement suggestions. |
EverQuote accepts and reviews product feedback from users. | |
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Regular product updates Ongoing feature releases and bug fixes. |
EverQuote product roadmap includes ongoing updates and bug fix cycles. |
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