
Launching a Complete Insurance Lead System
50% lower lead cost during 2025 open enrollment
RightFit combined Meta campaigns with CRM tracking and automated follow-up, reducing lead cost by 50% during 2025 open enrollment.
Read Case StudyMTS sets up the CRM, connects your lead sources, and builds follow-up workflows around your team so inquiries are captured, assigned, and tracked.
When inquiries are scattered across forms, ads, calls, and inboxes, follow-up depends on memory. LeadOps gives your team a clear owner, status, and next step for each lead.
We connect lead capture, CRM setup, follow-up, and reporting around your sales process.
Capture each inquiry, show the next step, and give your team a consistent process.
LeadOps is not an empty CRM platform that your team has to configure alone.
MTS handles the planning, setup, integrations, workflows, automation, testing and launch. We build the system around your actual lead process, then provide your team with a clear, practical way to use it.
We configure your users, pipelines, lead stages and core system settings.
We connect your website, forms, calendars, campaigns and lead sources.
We create notifications, confirmations, reminders and follow-up sequences.
Your team receives a working system, clear guidance and ongoing support.
LeadOps begins with a customized system implementation. MTS builds and launches the CRM, connections and automations around your business.
After launch, the ongoing monthly plan includes platform access, technical support, system maintenance and agreed-upon workflow optimization.

50% lower lead cost during 2025 open enrollment
RightFit combined Meta campaigns with CRM tracking and automated follow-up, reducing lead cost by 50% during 2025 open enrollment.
Read Case Study
30%+ website traffic growth within 90 days
A faster roofing website and local search structure increased traffic by more than 30% and helped attract relevant inquiries.
Read Case Study
35% growth in website traffic and leads, with better-fit local inquiries
A faster, clearer tile website helped increase traffic and inquiries by 35%, while attracting more relevant local projects.
Read Case StudyYes, SMS follow-up may be included depending on the platform, compliance requirements, and your business process.
Yes. LeadOps is especially valuable when you are paying for leads because it helps reduce wasted opportunities.
In many cases, yes. If your current website can support proper lead capture and tracking, LeadOps may be connected without a full rebuild.
Most LeadOps systems can be launched within a few weeks, depending on the complexity of your website, forms, automations, and integrations.
May we use Google Analytics to understand visits to this site? Advertising tracking stays off.