Help Your Agents Become Top Producers

Simpler Agency Management. Faster Sales.

There's a simpler way to manage an insurance agency - with online tools and software. AgencyOffice boosts agent productivity and helps you keep an eye on their progress. Sort, distribute and manage leads with one easy-to-use system. Quoting software enables any team of agents go from spending 25 minutes creating each proposal to under 60 seconds.

AgencyOffice is a simple solution that lets you create an efficient, paperless, and more profitable agency.

Want to see how it works? Schedule a free demo today.

More Free Time For You.

  • Import insurance leads in real time from ALL your vendors
  • Control where every lead goes and distribute them automatically
  • See who your top producers are by tracking agent sales activity and close ratios
  • Run real-time, point-and-click reporting

.More Sales for the Team

  • Create proposals with one click
  • Get real-time email alerts when new leads arrive
  • Execute automated follow-up campaigns to maximize sales
  • Save admin time and cost with instant online applications
  • Provide each agent with easy-to-use dashboards, letting them more efficiently monitor and manage their leads, proposals and follow-ups
  • Run multi-carrier quotes in under 60 seconds

AgencyOffice Advantages:

  • 5 state quoting license - choose from over 70 major carriers for Individual Major Medical in 44 states
  • Agency management access from any computer or Internet-ready hand-held device
  • BrokerOffice access for a master agent and sub agents, includes one-click quoting and proposal generation
  • Master agent dashboard - allows visibility of all sub agent lead activity
  • Lead import feature - automatically imports and distributes leads from vendors and online marketing campaigns
  • Automatic lead distribution system - lead assignment customizable by geographic territory, lead source, daily/monthly maximums, senior priority or “round robin”
  • Secure password-protected logins for all users
  • Data backed up daily, plus secure storage on multiple co-located servers ensures you can manage agency information 24/7
  • Carrier applications customized for your agency and sent with every electronic proposal generated
  • Email alerts for all new incoming leads
  • Advanced database search functions
  • Standard Maintenance Package

And AgencyOffice is compatible with:

  • LeadMiner autoresponders that automatically subscribe all incoming leads to a series of custom email messages with health insurance quotes
  • Popular CRM software like ACT™, GoldMine™ and SalesForce™

Find out how agency management software can make any agent a better salesperson, and how you can run the agency stress-free. Take AgencyOffice for a test drive.

Learn about AgencyOffice's insurance lead distribution features.

Download our product pricing chart.

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