Leads that arrive already moving in your direction.
CurrentFlo finds, qualifies, and books homeowner leads for insurance and solar agents — so your pipeline stays full without the cold-knock grind.
Built for licensed agents · Insurance and solar, one system
Every stage, one current.
CurrentFlo replaces the spreadsheet-and-sticky-note version of lead gen with one connected system, from first click to closed deal.
Homeowner intake
A short audit form captures the details that matter — homeownership, timing, utility bill — before a call is ever made.
Automatic qualifying
Every submission is scored and routed the moment it lands — no lead sits waiting for someone to notice it.
Appointment booking
Homeowners pick a time that works — in person or virtual — and it lands directly on the agent's calendar.
Cold call & close
Warm and qualified leads get called from the CRM's own dialer, with the whole conversation tracked automatically.
CRM, no re-typing
Every form flows straight into the CRM your agents already work from — nothing copied, nothing pasted.
Pipeline visibility
See what's booked, what's called, and what's closed at a glance — instead of digging through separate tools.
Watch the current move.
This is the same view an agent sees — a lead's whole journey from form to closed deal, always connected.
Life insurance leads
Homeowners evaluating coverage, matched to licensed agents by state and product fit — starting in Oregon.
Solar appointments
Pre-qualified homeowner consultations booked directly onto the calendar — in-person or virtual, agent's choice.
I used to spend my mornings door knocking cold. Now the appointments are already on my calendar before I've had coffee.
Put your pipeline into flow.
Whether you're closing life insurance or setting solar appointments, CurrentFlo keeps your calendar full.