Welcome to Lead Stats where high performance sales teams are born and low performing lead sources are eliminated.
You’re buying leads. You’re paying agents. But you’re drowning in spreadsheets.
Most agencies are guessing. You have no idea which vendors are actually burning your cash. Your top producers are invisible, while others hide in the shadows. You are wasting hours on manual commission calculations and chasing data that is already days old.
This is the central nervous system for your entire insurance agency. Built by top agencies for top agencies.
Stop saying, “Let me pull that report.” See your entire agency’s pulse in real-time. Track Calls, Talk Time, Contacted, Quoted, and Sold leads as they happen. No lag. No mystery.
Your leaderboard shouldn’t be a gimmick; it should be a culture driver. Rank your agents, pit teams against each other, and build in automated cash rewards for weekly champs. Watch your agency’s energy explode.
Lower your Cost Per Sale by an average of 30%. We break down every vendor metric — Cost Per Quote, Cost Per Sale, and Duplicate Costs. We help you filter out the bad data so you only pay for what works.
Automate your entire back office. Upload policy sales and let our engine handle the rest. Tiered comp plans, bundled bonuses, chargebacks, and PTO — calculated instantly and linked to performance.
Average Reduction in Cost Per Sale For agencies using our Vendor Recommendations & Filters.
“Before Leadstats, we were guessing. Now, we know exactly where every dollar goes. We plugged the leaks in our pipeline and stopped leaving six figures on the table.”
Get the Agency Operating System that turns potential into profit
Single agent or small team
Daily Calls Overview
Daily Snapshot
This page gives teams a simple, reliable read on how the day is unfolding.Spam Guru Pro Dash
Spam Guru
It provides clear visibility into intake, follow-through, and calling rhythm within a single reporting moment.Lead Spend Less than $1,500 a month
Gamification Dashboard
Performance Dashboard
Reinforce goals and recognition through visible leaderboards and animated feedback.Agent Dashboard
Agent Dashboard
Center every metric on a single person so feedback, planning, and recognition stay specific and fair.HR Platform
Human Resources
Define how people are paid, assign Compensation Plans to individual users or teams, manage Payroll, Bonuses, and much more.Agency Policy Dashboard
Agency Policy Dashboard
Brings premium sales, production, and mix into a single workspace: who's leading, how the office is tracking to goals, and how performance varies by segment.Policy Tracking & Management
Insurance Policies
Search across rows to find a policy quickly, use row actions for common follow-ups, and open the add flow to capture new entries.Referral Forms
Referral Forms
Design referral capture once and reuse it everywhere. Choose or create a template, build questions in a visual editor and send submissions to your own endpoint.Lead Spend $1,500 to $5,000
Call Analytics
Agency Calls
This page is the main workspace for outbound and inbound activity across owners, teams, vendors, and lines.Vendor Performance
Vendor Dashboard
Understand how external lead sources are performing. Filter by timeframe and partners, compare results consistently, and switch between views.Campaign Performance
Performance
This page helps teams understand funnel health by showing how effort turns into progress and how that changes over time and across programs.Regional Performance Tracking
Zip Code Leads
This page helps teams understand lead performance by location, highlighting where demand is concentrated, how conversations vary, and where follow-up may be uneven.Advanced Heatmaps
Heatmaps
This page shows call and lead activity as clear time patterns. Adjust vendors, dates, days, teams, people, and hours.Followup Calls Review
Followup Calls
Focus on leads after first contact, showing how many move through contacted, quoted, and sold stages, how follow-up volume changes over time, and how agents compare.Goal History Tracking
Goals History
Review how each person performed against their goals over time—tables, heatmaps, and timelines of completion and trends.Lead Management System
Leads Management
Bring campaigns, lead volume, and funnel outcomes together in one workspace. Filter what matters, review key metrics at a glance, then switch between a Kanban Board or a detailed table.Speed to Lead Performance
Speed To Lead
Visualize how response times cluster over the selected period so outliers and consistent delays are easy to spot in reviews.Lead Spend More than $5,000
Lead Lifecycle Report
Life Cycle
This page helps teams understand how leads move over time and how that differs by source when compared fairly.Phone Matrix
Spam Matrix
Scan multiple calling identities across a timeline of labeling and risk evolution, making it easy to spot outliers, trends, and gradual deterioration.Vendor Matrix
Vendor Matrix
This page helps leaders compare lead sources side by side using the attributes that matter most to the business.Status Matrix
Status Matrix
This view keeps teams focused on the sales pipeline by showing how much work exists, how it moves, and where it slows down.Agent Matrix
Agent Matrix Dashboard
This workspace enables fair, structured comparison of producers across the segments that define your business.Call Cadence Reporting
Call Cadence
This page focuses on rhythm: how often leads are contacted and how effort shows up across vendors and stages.AI Custom Dashboard Builder
Agent Builder
Combine a conversational assistant with a live canvas of cards and charts. Describe what you need, refine it in chat, then arrange and adjust what appears.Full Agency Management
Seamlessly integrate with the top performing tools you know and use on a daily basis.
Join thousands of teams worldwide who trust Saasta to simplify their project workflows and drive success.
