LeadPilotOS Reviews & Product Details

LeadPilotOS is an insurance agency CRM built for independent agencies that work leads by phone. It brings lead intake, assignment, calling, follow-up, customer and policy records, and production reporting into one workspace. Agents can use the built-in auto-dialer or one-click calling, organize callbacks and appointments, and review suggested notes from recorded calls. Agency owners can see production by agent and lead source. Smart Import helps bring in leads, customers, and policies from spreadsheets and CRM exports. AI Call Copilot works with CallHarbor phone accounts; calls, texts, and phone numbers are billed separately by connected providers.

Seller

LeadPilotOS

Discussions

LeadPilotOS Community

Languages Supported

English

Overview by

Adam Zeitoun (Student at University of Detroit Mercy)

Pricing

Pricing provided by LeadPilotOS.

LeadPilotOS

$299.00

Flat Rate Per Month

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Verified User

Ceo

Small-Business (50 or fewer emp.)

11/9/2026

5/5

LeadPilotOS has significantly enhanced the efficiency of an insurance agency by enabling one-click calling, allowing agents to make over 100 calls daily. The platform also provides valuable insights into team performance, improving accountability and identifying areas for agent development.

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