Lead10 for insurance brokers · UAE
Clients send a photo of their old policy on WhatsApp and ask you to beat it. Lead10 answers ad enquiries at once with what you need for a quote, hands each one to a broker, keeps documents on a private record, and sends the quote the client accepts and pays online. Renewal dates turn into reminders, so next year's policy is yours too.
How it works
Each click-to-WhatsApp or click-to-Messenger ad can send its own instant reply: the documents checklist, how your service works and a short video, up to 10 messages.
Lead10 assigns each enquiry by round-robin within the right desk, such as motor, health or corporate, or to a shared queue. Existing clients land on their record.
Send the quote as a PDF the client accepts online, convert it to an invoice and send a card payment link. Documents stay on the client's record.
A renewal date on the record drives next year's reminder and campaign, and every issued policy is reported to Meta and Google Ads as a conversion.
Client privacy
Insurance means passports, Emirates IDs and medical details. Brokers can quote and follow up without seeing a client's full number or email, and documents stay on the record, not on personal phones.
Full contact details are hidden for your role.
Renewals
A renewal date on each client turns into a working list for your brokers, a follow-up date on the calendar and a WhatsApp reminder at the right time.
Renewal reminders
Pick clients from a saved filter on their renewal date, choose an approved WhatsApp template, and repeat it every week. Replies come straight back to the broker's inbox.
Policy typecontainsMotor
ANDRenewal datein the next45 days
61clients this week
Custom solutions
Brokers juggle insurer portals, rate sheets and policy spreadsheets. We connect what you already use to Lead10, or build what is missing, so brokers quote faster and nothing lapses.
Lead10's REST API and signed webhooks, with developer documentation, on plans with API access. Your developer sends records in and gets an event the moment something changes.
The team that builds Lead10 also builds custom software: connections to the systems you already use, customer portals, mobile apps and complete systems built from scratch around your process.
The needBrokers copy prices from several insurers into a document by hand for every client.
What we buildA comparison tool that takes rates from your rate sheets, or from insurer connections where insurers offer them, and produces a branded comparison PDF ready to send from Lead10.
RatesComparison PDFLead10 chat
The needPolicies and expiry dates live in a separate spreadsheet that nobody updates.
What we buildA policy register synced with Lead10, so every issued policy sets the renewal date and renewal follow-ups happen on their own.
Policy registerRenewal dateLead10
The needClients chase you on WhatsApp for claim updates.
What we buildA claims tracker with each document and status, and a WhatsApp update on an approved template whenever the status changes.
Claims trackerLead10WhatsApp
Also built for brokersGroup medical member listsCommission reconciliationDocument expiry alertsOnline quote forms
Every business works differently. Tell us how yours runs; every project is scoped and priced after a discovery call.
Discuss your requirementsAlso in Lead10
An automatic welcome on the first message, and a different one when a client comes back at renewal time.
Switch on AI auto-reply for a chat so evening questions get an answer. Available on plans with AI.
Quotes accepted online, invoices in a UAE VAT (FTA) layout, card payment links and receipts.
Give car dealers and agents a referral code; affiliate tools track referrals and commission.
The web app in Arabic with a right-to-left layout.
The free Android app: the inbox with documents and photos, clients and today's tasks. Mobile app
In short
Lead10 is a CRM for insurance brokers in the UAE. It collects quote requests from WhatsApp, Instagram, Messenger, Facebook Lead Ads, website forms and email into one inbox, sends ad enquiries your documents checklist instantly, and assigns each enquiry to the right desk automatically.
Brokers keep policy documents on a private client record, send quotes clients accept online and pay by card link, and follow every renewal from a renewal-date field with reminders and WhatsApp campaigns. Issued policies are reported to Meta and Google Ads as conversions.
FAQ
It keeps every quote request, document, policy and renewal in one place, with the broker handling it, so no renewal lapses and no enquiry is forgotten. Lead10 does this around WhatsApp, where most UAE clients send their documents.
Not out of the box: brokers attach the quotes they prepare. Our development team can build a comparison tool from your rate sheets or insurer connections and send the result from Lead10.
Add a renewal date to each client, save a filter for upcoming renewals and send a weekly WhatsApp reminder campaign, with follow-up dates flagged when missed.
Staff without permission see masked numbers and emails and only their own chats; every workspace has a separate database, privacy tools record consent and erasure requests, and two-step sign-in is available for every user. Lead10 doesn't hold insurance-sector certifications.
Yes. Photos and PDFs sent in the chat stay with the conversation, and brokers attach them to the client's record.
Plans are priced in AED per month or year, and you can start with a free trial. The pricing page shows what each plan includes.
Answer quote requests in seconds and never miss a renewal date again.