Boost agent productivity and increase sales volume

Norvax’ AgencyOffice solution offers a host of productivity-enhancement tools to automate your insurance agency sales processes. With everything from automatic lead routing and "anytime, anywhere" Web access to our powerful, role-based management dashboards, Norvax’ AgencyOffice enables your agents to work more efficiently, your managers to make smarter, quicker decisions, and your entire organization to achieve better bottom-line results.

Streamline your lead distribution process and see results

Whether you’re generating leads from your website, or buying leads from a lead vendor, AgencyOffice will send automatic real-time e-mail alerts when a new lead has arrived. These can be leads generated from direct mail, the internet, magazine ads, ect. AgencyOffice is compatible with most CRM software exports like ACT™, GoldMine™, and SalesForce™.

The fully automated lead distribution tool lets you customize lead assignment based on geographic territory, lead source, daily/monthly maximums, senior priority, or even ‘round-robin’ distribution. Set the distribution logic once, then sit back while the tool manages and distributes all incoming leads.

Significantly reduce time spent running quotes

AgencyOffice fully integrates with QuoteBuilder, the indispensible quoting tool used by over 1000 insurance agents nationwide. QuoteBuilder gives agents the power to generate multi-carrier quotes in seconds. It’s approved by over 30 carriers and agent configurable for Individual Major Medical in 48 states.

Agents can instantly customize plans by premium, type or deductible and compare them side-by-side. Quotes can be printed or emailed from AgencyOffice to prospects in HTML or PDF formats, with optional online apply directly from your email.