About Us

LeanBrokers is a flexible cloud-based CRM system that is tailor-made for the Health/Life Insurance industry and designed to help you attract, retain and better assist your clients.



Nurture leads and close more deals in less time. Build great customer relationships and retain existing customers.


Engage with customers across every stage of the customer life-cycle. Streamline your sales processes and increase productivity.


Automate your sales process to increase productivity and efficiency.


Let LeanBrokers take care of your regular sales activities and follow-ups so you get more time to sell.


Responsive Design

LeanBrokers is designed to adapt to any screen size allowing you to take and have the information you need on hand at all times.



1. Overview look at your number of New Leads, Follow-Ups, Appointments and Enrollments
2. Stay on top of your events, follow-ups and appointments
3. List of upcoming B-Days… Great for retention
4. Quick look and access of your recently view clients.
5. See your progress of meeting your monthly sales goal.
6. Graph of past enrollments


Lead/Enrollment Lists

1. List of your Leads or Enrollments
2. Smart Search lets you easily filter through your clients by any field like name, phone, city, notes, plan, pcp etc…
3. Easily merge duplicate clients, export selected clients to an excel sheet, or delete selected contacts


Client Details

1. Menu bar allows you to easily schedule follow-ups and appointments and also label clients to keep organized
2. Client follow-up or appointment info
3. General contact info with auto generated map
4. Policy info including payment tracker, PDF Application upload. Supports Multiple policies
5. Stay organized with notes


Agent Profile

1. Profile menu with quick links to change your credit card info or login password. Also download all client data from LeanBrokers and link to cancel your account.
2. Subscription status info
3. Agent contact info
4. Keep track of all your licences
5. Keep track of all your carrier writing #s

$10 per Month

One simple price gets you all the bells and whistles. No commitments and you can cancel anytime.

    • No Credit Card Necessary


    Frequently Asked Questions

    How does the 7 day free trial work?

    After you signup you get access to all the features in the LeanBrokers CRM for 7 days. You are free to cancel anytime during the trial period if you find that our product does not meet your needs.

    Do you have any contracts or cancellation fees?

    No. LeanBrokers is a pay-as-you-go service. We do not have contracts or cancellation fees. You can cancel whenever you want. If you cancel, you’ll be billed for the current month, but you won’t be billed again.

    Who owns my data?

    You do! It’s your data after all! We want you to be with LeanBrokers because you love using the product, not because your data is stuck in it. You can export all your information from LeanBrokers any time you need.

    Is my data safe?

    We take security seriously. Our Servers are hosted in a world class data center that is protected by biometric locks and 24-hour surveillance. We ensure that our application is always up to date with the latest security patches. Our data-center is EU safe harbor compliant and the complete LeanBrokers CRM includes SSL encryption to keep your data safe.

    Have any other questions?

    If you have questions about LeanBrokers or the signup process, Please contact us here and we will be glad to answer all your questions

    Contact Us

    Any questions? Fill out this contact form and we’ll get back to you with answers as soon as possible!