Referral tracking for insurance agents.
Your best new clients come from the ones you already have. Zallant™ gives every quote request one home, replies in your name right away, and shows you which client sent each new household.
30 days free. No setup fee. Cancel any time. Your leads are yours to export whenever you like.
- Built-in safe defaults. Your license line shows on your page, and every form and review asks people to leave out health, policy and ID details.
- Answer every quote request fast. Requests from your page, your website form and your QR codes land in one list, each with a reply in your name.
- See who sends you business. Your referral list shows each client and the friends they sent, so every thank-you finds its way.
- Solo agent or whole agency. Start on your own. The Team plan adds a company page and sends each lead to the right agent.
Works alongside your agency tools.
Keep your agency system, your website and your carrier tools. Zallant™ is the quick, phone-first part: your page, your QR, the follow-up emails and the referral list. Paste a webhook address once, and every new lead goes on to the tool you already use.
From a client's friend to a new client, step by step.
Five simple steps. Every picture is a real Zallant screen with a made-up agent.
- Step 1
Your page shows your license and reviews
Your page carries your license line, what you cover, a Contact button and dated reviews from clients.
- Step 2
They ask for a quote on their phone
They scan your QR or tap your link, pick home, auto, life or business, and send their name and phone. The form asks them not to share health, policy or ID details.
- Step 3
They hear back right away
Each person gets a friendly email in your name at once, with your link to book a call.
- Step 4
You get an alert and one list
Your phone buzzes for each request. Every lead lands in one list with Call, Email and Done, and Zallant sends a friendly check-in a week later.
- Step 5
Clients send friends with their own link
Each client gets their own link. Their friend opens a page that says who sent them, and the new lead shows that name, so your thank-you reaches the right person.
Real Zallant screens. Every name is made up.
One new household can pay for years of Zallant.
$24 a month, or $228 a year ($19 a month), every feature. No setup fee and no share of any commission. Agencies pay the same per agent and add a company page and leads sent to the right agent.
Good questions.
Which kinds of insurance is it for?
Home, renters, auto, life and business insurance. Zallant is not for health insurance or Medicare.
Can I thank clients who refer someone?
Yes, with a thank-you note. Some states limit gifts or anything of value for a referral, so follow your state's rules and your agency's.
Does Zallant text or call people?
No. Zallant emails in your name, and you can call any lead with one tap from your own phone.
Should I keep my Google profile?
Yes. Zallant works alongside it and never replaces it. Add your Google review link once, and everyone who reviews you on your Zallant page gets a "Post on Google" button, so happy clients can review you there too.
What does it cost?
$24 a month per person, or $228 a year, with every feature. Try it free for 30 days and cancel any time before then to pay nothing.
Still have a question? Email us.
Zallant is also for
Turn past clients into your next clients.
$24 a month, every feature. Free for 30 days. Zallant works for any business that grows by referrals.
No setup fee · Cancel any time · Download your data any time