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Lead Route XS life insurance lead CRM
Case study

FQ/SQ life insurance leads, dispositions, and client access in one CRM.

A Laravel lead CRM for Lead Route XS—UK life insurance lead operations with agent workspaces, client portals, OTP login, CSV delivery, and disposition history.

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Project overview

A digital CRM for life insurance lead operations

Lead Route XS (LRXS) is a UK life insurance lead generation company. Codeyiizen built their Laravel CRM—branded LRXS CRM in product email—so agents manage FQ/SQ leads and dispositions while clients review stats, download CSVs behind OTP, and stay notified. The public brand lives at leadroutexs.com; the CRM is the login-gated operations layer.

  • FQ / SQ lead ops
  • Agent workspaces
  • Client portal + OTP
  • Reports & CSV delivery
The challenge

From qualified lead to client delivery

Life insurance lead suppliers need one system for qualification status, disposition history, agent productivity, and secure client delivery—without scattering hotkeys, CSV handoffs, and reporting across spreadsheets and inboxes.

  • Agents need FQ/SQ queues, search, and disposition tracking
  • Clients need dashboards, lead lists, and controlled CSV export
  • Access must stay gated with OTP and role-based permissions
  • Ops need uploads, consultants/brands, notifications, and global reports
The solution

One Laravel CRM for agents and clients

We delivered a Laravel 8 CRM with agent/staff lead routes, a separate client auth guard, OTP login flows, Spatie roles, DataTables-driven lists, Excel/CSV tooling, and mail branded for LRXS Lead Delivery.

  • Lead portal for dashboards, agents, FQ/SQ management, and dispositions
  • Client portal with period stats, charts, lead lists, and OTP-gated CSV download
  • Roles, users, consultants, brands, uploads, and global reports
  • PHPMailer flows for OTP, password reset, and lead-delivery notices
Our approach

CRM engineering for insurance lead ops

Dual-surface product design: staff lead operations under `/lead/*` and a client portal under `/client/*`, sharing one Laravel codebase with Spatie permissions, DataTables admin lists, and Excel-backed import/export.

  • Separate web and client auth guards with OTP challenge
  • Spatie Permission for role-based staff and admin access
  • Yajra DataTables for operational lead and user lists
  • Maatwebsite Excel plus PHPMailer for delivery and security gates
Capabilities

Powerful features for real-world lead ops

Agents run qualification and dispositions; clients get stats and secure lead files—sharing one CRM.

Operations

  • FQ & SQ lead management

    Queues and workflows for fully and semi-qualified life insurance leads.

  • Disposition history

    Track outcomes so sales teams know what happened on every lead.

  • Agent dashboards & search

    Agent workspaces with dashboards, notifications, and global lead search.

  • Uploads, consultants & brands

    Lead uploads plus consultant and brand configuration for campaigns.

Access & clients

  • OTP login

    One-time-passcode access for agent and client sessions.

  • Client portal & charts

    Period lead stats and charts so buyers see delivery performance.

  • OTP-gated CSV download

    Lead CSV export protected by a personal-email OTP challenge.

  • Roles, reports & notifications

    Spatie roles, global reports, and push-style notification surfaces.

View Live Project
Product

Interface snapshot

Public brand surfaces from leadroutexs.com. The CRM is login-gated; marketing pages show the live LRXS presence Codeyiizen partners on.

Lead Route XS homepage — understand your business hero
Home — brand hero and get started
Lead Route XS core products — life insurance and B2B leads
Products — life insurance & B2B renewal leads
Lead Route XS lead generation services
Services — lead gen, appointments, VA
Lead Route XS about us — who we are
About — LRXS company profile
Technology

Built with a practical, reliable technology stack

Verified stack from the LRXS CRM Laravel application in the delivery workspace.

Backend

  • PHP
  • Laravel 8
  • Blade
  • MySQL

Auth & access

  • Laravel UI
  • Spatie Permission
  • OTP login

Admin UI

  • Yajra DataTables
  • Laravel Mix

Data & mail

  • Maatwebsite Excel
  • PHPMailer
Results & impact

A connected insurance lead workflow

LRXS CRM supports Lead Route XS lead operations; the public brand and services site is live at leadroutexs.com with Codeyiizen credited as technology partner. Lead volumes, conversion rates, and client quotations are not published on this page.

  • Production CRM for FQ/SQ life insurance lead operations
  • Agent and client surfaces with OTP-secured access
  • Disposition history, uploads, and reporting in one product
  • Public brand presence at leadroutexs.com
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Ready to build something meaningful?

Discuss a lead CRM, insurance ops platform, or multi-role Laravel product with Codeyiizen—from New Delhi to production.

Get in Touch View Our Portfolio