Insurance agents know that the money is in the follow-up—but how effective can your follow-up really be if you know next to nothing about the person you’re contacting?
That’s where data enrichment comes in. And with tools like LeadBoost, now integrated inside Agent CRM, agents can instantly unlock deeper insights on every contact in their database—leading to smarter conversations, more appointments, and more policies sold.
Let’s walk through exactly how data enrichment works, what kind of data you get, and how it can be the secret weapon in your marketing toolbox.
What Is LeadBoost?
LeadBoost is a powerful data enrichment tool that searches public records and verified data sources to bring you information about your leads.
Once a contact is added to your CRM, LeadBoost gets to work, pulling in everything from:
✅ Age range
✅ Gender and household size
✅ Estimated income
✅ Location and social profiles
✅ Military status
✅ Auto loan and mortgage presence
✅ Retirement accounts like 401(k)
With just a few clicks, your generic lead becomes a well-rounded prospect—and that changes everything.
Why Insurance Agents Love Data Enrichment
The benefits of using enriched data are massive, especially for insurance professionals who rely on context and timing to close deals.
1. Better Lead Qualification
Know immediately if a contact is likely to qualify for products based on income, age, or household size.
2. Personalized Follow-Up
If your lead is a military veteran or has an auto loan, you can tailor your emails and conversations to address those specifics.
Example:
“Hey Sean, many of our veteran clients love our [Product Name] policy because of the extra benefits it offers for service members. Let’s talk this week?”
3. Cross-Sell Opportunities
Did the enrichment reveal they have a mortgage? Hello, mortgage protection campaign.
Auto loan? That’s a prompt for auto or bundle discounts.
401(k)? Time to talk about annuities or life insurance with living benefits.
4. Time-Saving Automation
With Agent CRM, LeadBoost runs automatically using a pre-built workflow. That means:
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No manual input
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No delays
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No guessing
Just smarter data, right where you need it.
How to Enable LeadBoost in Agent CRM
Here’s how to get started:
🛠 Step 1: Create Your LeadBoost Account
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Head to https://leadboost.app
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It’s free to create an account. You only pay for credits.
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Each enriched lead costs 5 credits, or 25 cents per record
🔁 Step 2: Activate the Workflow
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Inside Agent CRM, go to the 2.1 Upgrade Folder
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Find the workflow labeled LeadBoost Data Enrichment
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Toggle it from Draft to Published
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This workflow automatically sends new leads to LeadBoost for enrichment
🧠 Step 3: Put the Data to Work
Now that your contacts are enriched:
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Use smart lists to segment by data (income, military status, age)
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Trigger automations based on enriched fields
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Improve your phone scripts, emails, and texts with personalized insights
You can even use enriched tags like Veteran, Auto Loan, or High Income to segment leads automatically as they come in.
Example: How One Agent Used LeadBoost to Close a Sale
Let’s say you get a new lead from a giveaway campaign. Before LeadBoost, that’s all you knew—a name and an email.
But with LeadBoost, you learn:
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They’re 38 years old
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Household income is $95K
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They have an auto loan
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Married with 2 kids
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Military veteran
Now your first message is ultra-relevant:
“Hi Jason, I work with a lot of veteran families like yours to help them protect their income and assets. I’d love to show you some options that work well for your situation—can we hop on a call tomorrow?”
You go from generic outreach to personalized service—and that’s how you win.
Try It Today
Enabling LeadBoost inside your Agent CRM account takes just a few minutes—and the impact is immediate.
🔹 More context
🔹 Faster conversions
🔹 Stronger relationships
🔹 Better ROI on your lead spend
Don’t guess. Know.
Use data enrichment to make every lead count.
🔗 Get Started Now
👉 Create your LeadBoost account at https://leadboost.app
👉 Start your free trial of Agent CRM at https://www.agent-crm.com
If you need help turning on the automation, reach out to our support team
