Blitz Sales Software review for insurance agencies: pricing, lead routing and integrations
Blitz Sales Software, once called Blitz Lead Manager, is a web-based sales CRM that insurance agencies use to take in vendor leads and rotate them among agents. Workflows keep follow-up on schedule, and reports show speed to contact by source.
It suits agencies buying from several lead vendors. Pricing is quoted per user.
- Best for
- Agencies that buy leads from several insurance lead vendors and want rotation, follow-up and source reports in one CRM
- Price
- Quote only, per user
- Free trial
- No. A 30-minute demo
- Lead intake
- 20 named lead vendors, web forms, email parsing, CSV and Zapier
- Assignment
- Round robin by vendor or lead type, with unclaimed web leads open to any agent. State or ZIP routing set up for you
- Texting and calling
- Texting through HeyMarket, priced separately. Calling through phone systems such as RingCentral and 8x8
- Agency systems
- NowCerts sends records in, and eAgent receives sold leads
- Contract
- Renews for the billing term you choose
Our take
If your P&C agency buys from several lead vendors and wants every lead posted straight in and rotated, Blitz is made for that. Web leads nobody is assigned stay open for any agent to claim, and reports show speed to contact and return by source.
After a 30-minute demo, Blitz moves your old leads over for free.
Texting costs extra through HeyMarket, and no prices are published.
Pros
- Direct intake from 20 named insurance lead vendors
- Round robin by vendor or lead type, plus a claim pool for unassigned web leads
- Speed to contact and return by lead source
- First data migration free
- Custom workflows built for you, usually within 48 hours
Cons
- No published prices
- Texting needs HeyMarket, priced separately
- Do Not Call is a manual status, with scrubbing left to your dialer
- Payments aren't refunded, and terms renew on their own
Plans and pricing
- How it's priced
- Quoted per user. Each employee or manager who logs in needs a license
- What every account gets
- Web forms, targeted email, templates, duplicate checks, mobile access, reports, integrations, contact import, custom fields and updates
- To get a price
- Use the contact form at nowblitz.com or call 419-841-8800
Add-ons and fees
| Item | Price |
|---|---|
| Referral Portal | $3 a user per month |
| Extra email | $1 per 50 emails a user per month |
| Workflow Automation setup | One-time fee, quoted |
| Data migration | First one free, later ones quoted |
Good to know before you buy
- Texting runs through HeyMarket, which is priced separately.
- Extra email is shared across the account and doesn't roll over.
- The Referral Portal moves referrals between separate Blitz accounts.
From nowblitz.com/plans-pricing and the Blitz help center, checked October 2026.
Getting started
Book a demo
It takes about 30 minutes, and the quote follows.
Map your fields
An account manager maps your old system's columns to Blitz.
Migrate your leads
Blitz imports your file within two business days of mapping. The first move is free.
Connect lead vendors
Each vendor gets an API URL and IDs to post leads.
Turn on workflows
Ask Blitz for the follow-up and routing workflows you need, and it builds them.
Support is by help center, ticket and phone.
Lead intake
Lead vendors post straight into Blitz once you add their details. Web forms, a Zapier email parser, CSV files and NowCerts cover the rest.
- Ways leads come in
- Vendor posts and API, web forms, email parsing through Zapier, CSV, Zapier, NowCerts or by hand
- Duplicates
- Imports check phone and email. Matches can be merged, keeping notes, files and opportunities
- One person, two products
- A vendor that sends two product types for one person can create two records
Assignment rules
Round robin
Assignment groups rotate leads among agents, picked by lead vendor or lead type.
First to claim
A web lead with no group waits in an open pool (Blitz calls it the Shark Tank) for any agent to take.
By state or ZIP
Blitz builds this as a custom workflow in about two business days.
- Opting out
- Agents can be left out of automatic assignment
- Reassigning
- Workflows can move a lead to someone else later
- Who got what
- An assignment history shows who got each lead
- Hot lead calls
- A connected phone system can ring the agent who got the new lead
Follow-up and calling
Agents work leads with tasks, email, calls, workflows, booking and reminders. A workflow can run up to 20 steps over 100 days and stops when the lead's status changes.
- Texting
- Through the HeyMarket browser add-on, priced separately
- Business texting registration
- HeyMarket needs your texting numbers registered with US phone carriers (10DLC, the US registry for business texting numbers)
- Calling
- Click to call and caller pop-ups through phone systems such as RingCentral, 8x8 and Vonage
- Opt-outs
- Email goes only to opted-in contacts, with an opt-out line. HeyMarket handles STOP and similar replies
- Do Not Call
- A status you set by hand. Scrubbing happens in your dialer
- Requoting
- Workflows can request new quotes from Robo Agent or QuoteBurst and log the result
Client and policy records
Contacts can be leads, referrals, customers or past customers, each with notes, files, tasks and opportunities. Your AMS stays the policy record.
- Opportunities
- Pending, won or lost, by line such as auto, home and life
Renewals, retention and cross-sell
Renewals and x-dates
A sample workflow emails 30 and 10 days before the date, books calls 21 and 5 days before, then moves the date six months.
Cross-sell
Sold customers tagged for cross-sell get bundling emails at 60 and 90 days.
Win-backs
Former clients get emails 45, 15 and 2 days before their policy expiration date (x-date), plus two calls.
Blitz adds these sample workflows to your account on request.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| NowCerts | Agency system | Built in | Sends insureds, prospects and opportunities to Blitz one at a time |
| eAgent | Agency system | Built in | Receives the contact and latest note when a lead reaches a stage you set, usually Sold |
| 20 insurance lead vendors | Lead vendor | Built in | Post leads straight into Blitz |
| Capture by Movology | Forms | Built in | Sends leads from abandoned web forms |
| Wufoo and HubSpot forms | Forms | Zapier | Form leads come into Blitz |
| Robo Agent and QuoteBurst | Rater | Built in | Return new quotes as notes and update revenue |
| Real-Comp, Quote Rush and Agency Computer Systems | Rater | Partner listing | Listed rating partners |
| RingCentral, 8x8, Vonage, Lightspeed Voice and Google Voice | Phone | Partner listing | Click to call and caller pop-ups, among 18 listed phone partners |
| Call Logic | Dialer | Built in | Blitz's own auto dialer for calling campaigns |
| HeyMarket | Texting | Add-on | Send, receive and schedule texts from the browser |
| Cole X-Dates, Salesgenie and List Giant | Data lists | Partner listing | Prospect and x-date lists |
| Zapier | Automation | Zapier | Posts into Blitz forms, and workflows can post out |
| Open API | Automation | API | Adds, updates and reads Blitz data |
HeyMarket and Zapier are billed by those companies.
Client portal and mobile app
- Agent access
- A mobile login in the phone's browser, which can be saved to the home screen
Reporting
Reports you get
- Lead source kept on every lead
- Leads and activity by source and user
- New and neglected leads
- Time to reach each stage, and speed to contact or sale
- Auto-assignment history
- Pipeline with pending, won and lost amounts
- Return on each lead source, from lead cost and revenue
What users say
What comes up most in reviews, as of October 2026.
What users like
- Organized lead and client follow-up
- Responsive support and hands-on onboarding
- Filters, tags and custom fields
- Email automation and workflows
What users dislike
- Overwhelming at first, with many features and settings
- Wanting to change workflows without asking support
- Wanting built-in calling and texting
- Rough syncing with other systems
- A dated look and slow screens
- Clumsy CSV imports
Contract and cancellation
- Billing
- Charged in advance for the billing term you pick
- Renewal
- Renews for the same term, or one year if the first term was longer
- Notice
- 5 business days before renewal
- Refunds
- Payments aren't refunded
- Your data
- Export contacts and reports to CSV any time. A full data file comes within 30 days of asking when you leave
From Blitz's terms and conditions.
Blitz Sales Software alternatives
- AgencyZoomFrom $119.20 a month for up to 7 users, billed yearlyPublished prices and a two-way AMS sync for P&C agencies
- Ricochet360From $20 a user per month, yearly contractCalling and texting built in, with published per-user prices
- GloveBox CRMFrom $41.65 a month, billed yearlySolo and team plans with weighted round robin
- AgentCubedQuote onlyRouting by license and territory for health and Medicare teams
See every option in insurance lead management software.
Frequently asked questions
How much does Blitz Sales Software cost?
Blitz quotes a price per user, with a license for each person who logs in.
Which lead vendors connect to Blitz?
It connects to 20 lead sources, including EverQuote, QuoteWizard, SmartFinancial, Hometown Quotes, InsuranceLeads.com, NetQuote, Datalot and Precise Leads.
Is Blitz Sales Software the same as Blitz Lead Manager?
Yes. Blitz Lead Manager is a former name of Blitz Sales Software.
Does Blitz have a free trial?
No. It offers a 30-minute demo before quoting.
Can Blitz route leads by state?
Yes, as a custom workflow Blitz builds for you in about two business days.
How we researched this review. We based this review on the pricing, terms and product pages published by Blitz Sales Software, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Blitz Sales Software quit selling or a contract term that reads different now, let us know and send the link to the page where Blitz Sales Software has it. Somebody here pulls up that page and checks it before we change anything on ours.