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Features

Insurance lead capture features, from embed to CRM

Everything the product does sits on one path: a calculator on your page, a visitor who works out a number, and a lead that reaches you with that number and its source attached. These pages explain each piece.

InsuranceQuoteWidget features cover the whole route of a lead: embedding calculators on any website, styling them to your brand, capturing consent and contact details, recording campaign attribution, storing the lead in built-in contacts, alerting you by email, and posting it by webhook to HighLevel, Zapier, Make or any HTTPS endpoint.

Which features decide whether a visitor becomes a lead?

Three do most of the work: a calculator that answers the visitor's real question, an embed that loads cleanly on your page, and a lead form that appears once they have a result. The embed renders in an isolated shadow DOM, so your site's styles cannot break it and it cannot break your site.

Read pre-qualified leads for what the lead contains, embed anywhere for the seven ways to place a calculator, and multi-calculator widgets for launchers, tabs and card grids.

Which features get the lead to the person who will call?

Every new lead triggers an email alert, appears in the built-in contacts list with notes and statuses, and can be posted as JSON to a webhook. You can set one agency-wide webhook or a separate one per calculator, so life leads and annuity leads can land in different HighLevel workflows.

See HighLevel CRM sync for the inbound-webhook setup, the agency CRM for the built-in contacts list, and lead attribution for the UTM tags and click IDs that travel with each lead.

Which features make the calculators look like the agency's own?

You choose from 12 themes and 20 palettes, set custom fonts, pick light, dark or automatic mode and add custom CSS. On Agency and Enterprise you can hide the powered-by badge, run a branded portal on your own domain and send emails through your own SMTP.

Details are on branding and themes, white-label and Spanish calculators, which covers the 2-language interface visitors can switch between.

FAQ

Questions agencies ask

Answers first, details after.

Which feature should I set up first?

The webhook, if you work in HighLevel or another CRM. Embedding takes minutes, but leads only help if they reach the person who calls. Set the email alert and webhook before the calculator goes live on a page with traffic.

Do all features come with every plan?

No. Producer includes the insurance calculators, embedding, email alerts and built-in contacts, but no webhooks or white-label. Agency adds webhooks, white-label and custom domains, and Enterprise removes the limits. The pricing page has the full comparison.

Is the HighLevel connection a native app?

No, and we say so plainly: it is a webhook. You create a workflow with an inbound webhook trigger in HighLevel, paste its URL into your account, and each lead posts as JSON. It is reliable and you can map every field, but it is not a marketplace app.

Can the calculators match my website's design?

Closely. Themes change structure and effects, palettes change colour, and you can set fonts and add custom CSS. The shadow DOM keeps your site's CSS from leaking in, so your styling choices are made deliberately in the widget settings.

What attribution data travels with a lead?

UTM tags, Google, Meta and Microsoft click IDs (gclid, fbclid, msclkid), the referrer, the landing page, the page URL and the first-touch source. That lets you tie a lead back to the ad or post that produced it.

Can I see how often a calculator is viewed or shared?

Yes. View counts and share-with-a-friend activity are tracked, so you can compare a calculator's traffic with the leads it produces and spot pages where visitors calculate but don't ask to be contacted.

Does white-label remove every mention of InsuranceQuoteWidget?

White-label hides the powered-by badge, puts the portal on your domain, sends agency-branded emails through your own SMTP, and lets you serve calculators from a domain such as calculators.youragency.com. It is available on Agency and Enterprise.

Can I bundle life, disability and long-term care in one place?

Yes. A multi-calculator widget can show them as tabs, as a list behind a floating launcher, as popup buttons or as a card grid. Each lead still records which calculator the visitor used.

InsuranceQuoteWidget

See the features working on a real page

Start on Producer to try the embed, contacts and email alerts, then turn on webhooks and insurance calculators when you are ready.

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