Track leads, automate follow-ups, and never let a drip lead go cold — built specifically for insurance agents, not a generic CRM stretched to fit.
No credit card required · 5-day free trial · Cancel anytime
Track every lead with dispositions, notes, and follow-ups in one place — not spread across spreadsheets and sticky notes.
Connect a webhook or a Google Sheet and new leads show up the moment they come in — no manual importing, no missed drips.
Set appointments, get reminders, and see exactly who's due for a call on today's call sheet.
Flat monthly pricing, no per-lead fees, no contracts — cancel anytime from the Billing page.
Real feedback from agents using Ledger.
“its a good crm compared too ringy its a lot cheaper and easy too use highly recommend”
“I've been using it for a couple of weeks now and its the same thing as ringy but a third of the price.”
“Its the best bang for your buck! Has all the features you might need in a CRM. It has the best pricing and really does everything i might need. Also never have any trouble with the website.”
“Really easy to use, affordable, makes my job a lot easier.”
“its a good crm compared too ringy its a lot cheaper and easy too use highly recommend”
“I've been using it for a couple of weeks now and its the same thing as ringy but a third of the price.”
“Its the best bang for your buck! Has all the features you might need in a CRM. It has the best pricing and really does everything i might need. Also never have any trouble with the website.”
“Really easy to use, affordable, makes my job a lot easier.”
The CRM for insurance agents. Simple, Affordable, Reliable.
Everything you need to know before getting started.
Ledger Basic is $30/month, and Ledger Pro is $35/month and adds text campaigns to leads — no per-lead fees, no hidden tiers either way. You can cancel anytime from the Billing page.
Yes. Every new account gets a 5-day free trial with full access, and you don't need to enter a card to start it.
Yes. Manage or cancel your subscription anytime from the Billing page in the app — no phone calls, no forms.
Your leads are stored in a Postgres database with row-level security, so only your account can ever read or write your own data.
Yes. Ledger supports CSV import from spreadsheets and most lead vendors — just upload a file and we'll match the columns automatically.
Ledger is built specifically for insurance agents to track leads, dispositions, and follow-ups — not a generic CRM stretched to fit.
Tell other agents what it's actually like.