InsureSignal Desktop CRM

Everything you need to work your leads. Built-in dialer, lead management, and seamless sync with your InsureSignal account.

Version 1.5.4 · Free for all InsureSignal subscribers

Windows

Windows 10 or later

~85 MB

Download for Windows

Windows may show a SmartScreen prompt on first run. Click "More info" then "Run anyway" to continue.

macOS

macOS 11+ (Apple Silicon)

~95 MB

Download for macOS

Requires a Mac with Apple M1 chip or later. Intel Mac support coming soon.

Linux

Ubuntu 20.04+, Fedora 36+, or equivalent

~86 MB

Download for Linux

Version 1.5.4. Downloads are served securely from InsureSignal servers.

What's Inside

B

Built-in Dialer

Call leads directly from the CRM with Twilio Voice integration. Local number rotation, call logging, and DTMF support.

L

Lead Management

Browse, search, and manage your purchased leads. Track call outcomes, notes, and follow-up schedules.

S

Secure Authentication

Sign in through your browser with your InsureSignal account. API keys encrypted locally on your machine.

U

Update Notifications

The app notifies you when a new version is available so you can download the latest features and fixes.

Getting Started

  1. 1

    Download & install

    Choose your platform above. On Windows, run the installer. On macOS, open the DMG and drag to Applications. On Linux, double-click the downloaded file and the Software Center will install it automatically.

  2. 2

    Sign in with your InsureSignal account

    The app opens your browser to sign in securely. Your API key is encrypted and stored locally on your machine.

  3. 3

    Configure Twilio (optional)

    Add your Twilio credentials in Settings to enable the built-in dialer. Buy or port local numbers and start calling leads directly from the app.

  4. 4

    Start working your leads

    Browse your purchased leads, click to call, log outcomes, and track your pipeline. Everything syncs with your InsureSignal account.

System Requirements

PlatformMinimum OSArchitecture
WindowsWindows 10+x64
macOSmacOS 11 (Big Sur)+Apple Silicon (M1+)
LinuxUbuntu 20.04+ / Fedora 36+x64

Requires an active InsureSignal subscription. Create an account if you don't have one.

Need help getting set up?

Check our help docs or reach out to support.

Help CenterContact Support