New platform feature enables partners to capture more revenue, streamline workflows, and improve customer experiences through secure, efficient lead transfers
Boston, MA—Bindable, the leading provider of Insurance-as-a-Service solutions, today announced a new feature within its Policy Crusher® platform that enables secure, accurate, and fast transferring of leads between users of the platform. Designed to eliminate inefficiencies and lost opportunities, the new capability gives insurers and agencies a way to achieve true channel alignment by seamlessly sharing leads across their distribution networks without leaving the Policy Crusher environment.
Carriers and agencies often have strategic, financial, and operational reasons to share leads. Yet doing so is often cumbersome, inefficient, and burdened with security concerns. This lack of distribution synergy means missed revenue, weaker customer experiences, and limited growth opportunities compared with providers that act on every lead.
With the new lead transfer capability in Policy Crusher, agents working a lead they cannot close—whether due to product/licensing restrictions, geographic limitations, or appetite mismatches—can now transfer that lead directly to another “in-network” agency that is also using Policy Crusher. Each transfer includes full customer quote details, notes, and supporting documents. Sales center leadership can configure which leads to share, decide who has access, and set rules based on business needs. Because transfers happen entirely within Policy Crusher, no extra effort or API buildout is needed, and sensitive customer data remains protected in compliance with PII requirements.
“Every lead presents an opportunity for growth, and our partners can now fully capitalize on each one,” said Jean-Marie Lovett, president at Bindable. “By enabling secure, in-platform lead transfers within Policy Crusher, we’re helping partners address channel harmony challenges, unlock new revenue opportunities, and deliver better experiences for agents and consumers, all without added complexity.”
Bindable’s latest enhancement is available to current and new partners leveraging the Policy Crusher platform with their own agents. The new feature underscores the company’s commitment to building connected, customer-centric insurance solutions that empower carriers, agencies, and partners to grow through smarter distribution.
This announcement comes as Bindable attends InsureTech Connect (ITC) in Las Vegas, Nevada at the Mandalay Bay next from Tuesday, October 14 – Thursday, October 16, 2025. To connect with the Bindable team at ITC and see how Policy Crusher helps agencies and carriers maximize lead value while maintaining secure, seamless operations, request a meeting via info@bindable.com.
