Search the site/

Buy leads
- Insurance lead companies23Real-time leads, calls and live transfers
- Data providers19Lists, X-dates and prospecting data
Learn first
Browse all 26 categoriesEvery vendor review, grouped by what you need to get done
Sell and market
Quote and place
- Quoting software37
Run the agency
Browse all 26 categoriesEvery vendor review, grouped by what you need to get done
Get contracted
Protect the agency
- E&O insurance16Errors and omissions cover for agents
Browse all 26 categoriesEvery vendor review, grouped by what you need to get done
Marketing
- Website design14
- Marketing agencies8
Staffing
- Virtual assistants15
- Recruiting firms16
Training and planning
- Continuing education13
- Agency valuation14
Browse all 26 categoriesEvery vendor review, grouped by what you need to get done
Free tools
Research and guides

Leads

Buy leads

Insurance lead companies
Data providers

Learn first

Shared vs exclusive vs aged leads
How to test a lead company
Consent questions to ask
Lead budget planner

Software

Sell and market

CRM
Lead management
Dialers
Appointment scheduling
Email marketing
Proposal software

Quote and place

Quoting software

Run the agency

Agency management systems
Commission software
COI tracking
Payment processing
Licensing software
Benefits software
Business email

Contracts and coverage

Get contracted

IMOs and FMOs
MGAs and wholesalers
Clusters and networks

Protect the agency

E&O insurance

Services

Marketing

Website design
Marketing agencies

Staffing

Virtual assistants
Recruiting firms

Training and planning

Continuing education
Agency valuation

Free tools Research and guides Browse all 26 categories Search

Hear about it before it hits your pipeline

The quiet changes that move your costs and your close rate, like a lead vendor shortening its return window, a carrier trimming commissions or a new calling rule. Plus price, policy and feature changes at the vendors we cover.

Company website

Email address

Free. No spam. Unsubscribe in one click. Privacy policy

Claim The Jacobson Group

Claiming is free. It gives The Jacobson Group a verified contact on file and a private page to keep its facts current. It does not change where the company appears on our lists or what we write.

Your name

Your role

Work emailUse an email at jacobsononline.com. We cannot accept personal email or agencies acting for a company.

I work for The Jacobson Group and can speak for it. I am not an agency or partner acting for the company.

Protected by Cloudflare Turnstile.

No email at jacobsononline.com? Verify another way.

Only need to fix one detail and do not work for The Jacobson Group? Use the correction form. Already claimed it? Vendor sign in.

The IAT newsletter

Catch the changes that cost agents money

Most agents find out the hard way. A lead vendor quietly changes its terms, a dialer raises prices or a carrier rewrites its marketing rules. We track the small stories that change what you pay and how you sell, then tell you what it means for your agency.

Under-the-radar news that affects your leads, tools and marketing
Price, policy and feature changes at the vendors we cover
New tools, calculators and vendors as we add them

Company website

Email address

Free. No spam. Unsubscribe in one click. Privacy policy

InsuranceAgencyTools

Before you sign, compare lead vendors, lead management software, insurance CRMs.

Free insurance agency tools and calculators built on published vendor prices, plus reviews of lead companies, CRMs and lead management software.

Lead vendors
Lead management software
Insurance CRM
Tools
Guides
Research
Search
About
How we research and rank
Claim your listing
Suggest a listing
Privacy
Terms
Vendor sign in

Pick up where you left off: InsuranceAgencyTools