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
More Free Time For You.
- Import insurance leads in real time from ALL your
- 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
- 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
- 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.