Never Waste a Lead with AvidTrak: Revolutionizing Insurance Sales in North America


The Challenge of Competing for High-Value Leads

The insurance industry, with its varied sectors including automotive, motorcycle, recreational boat, business, and life insurance, faces intense competition in the USA and Canada. In a market flooded with options, securing new clients for small insurance agencies as well as large corporate sales teams can be a daunting task. And with most insurance companies that operate locally, the battle for leads intensifies. At AvidTrak, we understand the urgency of immediately addressing these valuable leads to prevent potential customers from exploring other options.

Lead Prioritization and Routing with AvidTrak

Our state-of-the-art Call Tracking and lead maximizer Product is built from the ground up to ensure that no lead is wasted. Equipped with advanced call routing features, AvidTrak can seamlessly route leads during business hours and after hours, including holidays. The calls can be directed to attendants who can promptly address customer inquiries and schedule appointments.

AvidTrak’s call routing feature goes a step further. Using the caller’s zip code, it can match the potential client with the nearest insurer and service provider. It allows for an immediate and personalized connection between the client and the service provider, boosting the likelihood of securing the lead. If a zip code doesn’t match with any insurance office, our system promptly notifies the marketing team, providing them with valuable data to expand services.

Effective Spam and ROBO Call Blocking

In an age where SPAM and ROBO calls wreak havoc on productivity, AvidTrak serves as your company’s first line of defense. With our ROBO and Spam Call blocking feature as a standard addition, businesses can save hundreds of valuable hours each month, enhancing productivity and allowing you to focus to stay on converting valuable leads into profitable clients.

insurance spot

Optimizing Ad Spend and Maximizing Profit

Understanding the efficiency of ad spend and recognizing what brings the most profitable calls is key for any marketer. AvidTrak’s product helps identify which keywords, ads, landing pages, and ad placements are generating these calls. By reporting phone call conversions directly into demand generation platforms such as Google Ads, Bing Ad Center, Google Analytics, and Google Data Studio, our product enables the marketer to bid for cost per acquisition, thereby predicting and spending marketing dollars efficiently.

Comprehensive Lead Data and Reporting

Our Call Tracking and lead maximizer Product offers a complete snapshot of a lead’s journey: the source (Google/Bing Search, Organic, social media, email marketing, or Print), ad campaign, keyword, caller’s location, date and time of call, call duration, call recording, and IP address. It even checks whether the call was promptly addressed by office staff and if the lead converted into a new client booking.

We offer detailed hourly, daily, weekly, and monthly reports, on demand or scheduled, with data storage for up to 24 months. This allows users to create trend reports to gauge marketing campaign efficiency and lead closure rates, thereby establishing ROI trends.

insurance companiesLeveraging AI to Boost Sales

Using Natural Language Processing AI, AvidTrak identifies spoken keywords signaling intent to purchase. By automatically transcribing calls and hunting for these keywords, our system can alert users to intensively follow up on leads showing high purchase intent. It empowers marketers to tailor ads, optimize website assets, and coach telephone agents on language usage to boost the sales closure rate.

CRM Integration

Our software integrates with popular CRM platforms like Salesforce, HubSpot, and Zoho, allowing users to report revenue and tie back marketing spend directly into their CRM of choice.

Exceptional Support and Cost-Effectiveness

We are proud to offer a no-obligation free trial and full onboarding support at no extra cost. Our exceptional product support stands unparalleled, without the burden of extra fees unlike our competitors. With a decade-long presence in the industry, thousands of clients using our product daily, and competitive pricing, we offer comprehensive features matching our competitors, but at half the price.

In summary, AvidTrak’s Call Tracking and lead maximizer Product is an indispensable tool for the insurance industry. It offers a strategic advantage in the intense battle for high-value leads, optimizing ROI on ad spend, and ultimately driving success.

Over 1000 clients switched to AvidTrak for our competitive pricing and support, remaining loyal ever since.

Sign Up for an AvidTrak Account Today with A

Free Trial Plan

that includes

All the Features.

(No Credit Card Required.)



Includes: Volume


The specified 30-day quantity of local phone numbers in each package. Overage charges are applicable only after the respective volume has been exceeded for the period.



The specified 30-day volume of talk time minutes in each local package. Overage charges are applicable only after the respective volume has been exceeded for the period.



The number of sms that a supervisor can send or receive. Overage charges are applicable only after the respective volume has been exceeded for the period.

Call Recording Minutes

Call Recording Minutes:

The number of minutes for which call recording will be available if recording will be set to on for the phone number.

CNAME Lookup Calls

CNAME Lookup Calls:

Number of calls for which caller name will be fetched (if enabled).

Start Free Trial

* $20 free credit / 14 days
(whichever comes first)

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Includes: Volume
Numbers 10
Minutes 1500
SMS 300
Call Recording Minutes 1500
CNAME Lookup Calls 100
Start Free Trial

* $20 free credit / 14 days
(whichever comes first)



Includes: Volume
Numbers 30
Minutes 2500
SMS 1000
Call Recording Minutes 2500
CNAME Lookup Calls 300
Client Accounts 1000
Start Free Trial

* $20 free credit / 14 days
(whichever comes first)

Start your Call Tracking Free Trial Today with $20 Credit

Call (888) 592-2921 or Email for more information


Contact us to schedule your demo today.