Most lead-driven sales organizations lose deals in the gaps between systems: the vendor posts a lead, the CRM creates a record, a dialer picks it up — and somewhere along the way leads get double-assigned, dropped, or sit untouched for hours while a competitor calls first. Speed-to-lead is the single strongest predictor of contact rate, and it is almost always a plumbing problem, not a people problem.
I build and fix the plumbing. That means lead distribution platforms (Leadspedia and similar), CRM and dialer integrations (Ringy, iSalesCRM, and custom APIs), routing rules that match leads to the right agent in seconds, and disposition tracking that tells you — honestly — what happened to every lead you paid for.
The work is embedded: I connect to your actual lead vendors, your actual CRM, and your actual agents' workflow, then ship a system your team runs day-to-day without me. AI is applied where it earns its keep — lead scoring, duplicate detection, automated follow-up sequencing — not sprinkled on for the pitch deck.
Sound familiar?
Leads go stale before anyone calls
New leads sit in a queue or inbox instead of ringing an agent's phone within seconds of arrival.
You can't trace what you paid for
Vendor invoices don't reconcile with CRM records. Duplicates, bad numbers, and unworked leads are invisible until the money is gone.
Routing is tribal knowledge
Who gets which lead depends on a spreadsheet and someone remembering. Top agents starve while licenses and states go unmatched.
Every new vendor is a fire drill
Onboarding a lead source takes days of manual field-mapping instead of minutes with a provisioning workflow.
What gets built
- 01Lead vendor integrations with field mapping, dedup, and validation on ingest
- 02Real-time routing to agents by license, state, capacity, and performance
- 03CRM and dialer wiring (Ringy, iSalesCRM, Leadspedia, custom REST APIs)
- 04Disposition and contact-rate tracking that reconciles against vendor spend
- 05Agent provisioning workflows — new agent live on all lead sources in minutes
Common questions
What platforms do you work with?
Leadspedia, Ringy, iSalesCRM, and most CRMs or dialers with an API. If your stack is custom, I integrate against the API directly — that's the normal case, not the exception.
How fast can lead routing changes ship?
Initial routing and integration work typically ships in two to four weeks. Because I work embedded with your team, changes go live incrementally rather than in one risky cutover.
Do you work with insurance agencies specifically?
Yes — health and life insurance sales organizations are a core focus, including agent provisioning, state licensing constraints on routing, and vendor credit management. The same systems apply to any high-volume lead-buying operation.
Have this problem? Let's fix it.
Tell me what your operation looks like. I'll tell you what I'd build — and what I wouldn't.
Start a conversation