The AI Insurance Distribution
Intelligence Platform
Insurance lead management, real-time lead routing, attribution and policy persistency in one platform. ConvertRep helps brokers, call centres and insurers convert more leads, lift agent performance, cut wasted acquisition spend and see exactly where revenue comes from.
Built for Modern Insurance Distribution Teams
Most insurance businesses are flying blind.
Six blind spots cost the industry billions every year. ConvertRep makes every one of them visible.
No visibility into lead quality
Every lead looks the same until it's too late. Bad data poisons your funnel.
No visibility into conversion drivers
Why do some advisors close 3x more? Your reports can't tell you.
No visibility into retention
Policies cancel and nobody knows which campaign sold them.
No visibility into carrier performance
Some carriers print money. Others quietly bleed you dry.
No visibility into attribution
Last-click reporting tells lies. Your real revenue map is missing.
No visibility into revenue leakage
Wasted ad spend, dropped calls, slow SLAs — millions vanish unseen.
One platform. Complete distribution intelligence.
An integrated stack — from the moment a lead is born to the day a policy lapses.
Six products. One intelligence layer.
Verify™
Validate every lead before it reaches your sales team. Phone, identity, intent and fraud signals scored in milliseconds.
Track™
Track every click, call, quote and policy across paid, organic and partner channels — stitched into one source of truth.
Route™
Send every lead to the best-performing advisor, in real time, based on conversion probability and SLA capacity.
Intelligence™
AI identifies opportunities, risks and revenue leaks before they show up in your monthly report.
Persistency™
Track retention and policy quality over time. Predict lapse before it happens and intervene early.
BenchmarkIQ™
See exactly how you compare to the industry on conversion, retention, response time and lifetime value.
Ask your revenue questions. Get instant answers.
Trained on your full distribution stack — leads, calls, policies, carriers and benchmarks. No dashboards to build. No analyst tickets. Just answers.
- Why are life insurance conversions down this month?
- Which campaigns generate the highest retention?
- Which advisors should receive more leads?
- Which carrier delivers the highest lifetime value?
- Where are we losing revenue?
Three causes, ranked by impact:
- Meta CPL up +24% on "Over-50 Life" — saturation.
- Advisor pool 4 closing −6.2pt vs. pool 2.
- Carrier C quote latency exceeded SLA on 31% of leads.
Automate revenue growth.
Visual workflows that turn every lead event into a coordinated, intelligent action.
Know exactly how you compare.
Anonymous, real-time benchmarks from across the insurance distribution industry — segmented by line, geography and channel.
Close the gap to top decile by reallocating 23% of paid spend from "Term-30" to "Whole-Life" — projected +$418k/quarter.
Understand which carriers create long-term value.
| Carrier | Conversion | Retention | Revenue | Lapse | Lifetime Value | |
|---|---|---|---|---|---|---|
Aviva | 16.2% | 94.1% | $1.84M | 3.2% | $2,410 | |
Legal & General | 13.4% | 91.8% | $1.42M | 4.6% | $2,180 | |
Zurich | 11.7% | 88.2% | $0.98M | 6.8% | $1,820 | |
Allianz | 9.1% | 84.5% | $0.74M | 9.2% | $1,460 | |
Carrier E | 6.8% | 76% | $0.41M | 14.7% | $980 |
The Insurance CEO Dashboard.
Every revenue lever in one screen. Built for the C-suite — accurate enough for the analyst.
"We finally know which marketing dollar drives a policy that actually persists. Revenue is up double digits."
"ConvertRep replaced four tools and our weekly analyst ritual. We run on the Copilot now."
"Our carriers ranked themselves the moment we plugged it in. It changed the deals we negotiate."
Insurance distribution platform FAQs
- What is ConvertRep?
- ConvertRep is the AI Insurance Distribution Intelligence Platform. It unifies lead validation, multi-touch tracking, real-time routing, AI copilots, retention analytics and industry benchmarks for brokers, call centres and insurers.
- Who is ConvertRep for?
- Insurance brokers, call centres, MGAs and insurers who need visibility into acquisition, conversion and retention performance across every channel and advisor.
- How is ConvertRep different from a CRM?
- A CRM stores records. ConvertRep is an intelligence layer — it scores every lead, routes in real time, benchmarks performance against the industry and predicts retention risk before it hits your book.
- What is insurance lead management software?
- Insurance lead management software captures, verifies, scores, routes and reports on every prospect from first click to bound policy. ConvertRep adds real-time routing, multi-touch attribution and persistency analytics on top of that core workflow.
- How does real-time insurance lead routing improve conversion?
- Routing assigns each lead to the best-matched licensed agent within seconds, so speed-to-lead stays under a minute. Contact rate, quote rate and bound rate all rise when the first touch happens inside the first five minutes.
- Can ConvertRep attribute bound policies back to campaigns?
- Yes. ConvertRep persists campaign parameters and click IDs first-party for 90 days and returns bound-policy outcomes as offline conversions, so you can measure cost per bound policy instead of cost per lead.
- Does ConvertRep integrate with our existing stack?
- Yes. ConvertRep connects to major ad platforms, dialers, quote engines and policy administration systems via APIs and signed webhooks.
Start understanding insurance revenue.
ConvertRep gives insurance businesses complete visibility into acquisition, conversion and retention performance — and an AI Copilot that turns that visibility into action.