Help Your Agents Become Top Producers
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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.

"The success our agents have enjoyed is saving time. Our sales are easier to handle. Our agents now can do the same work that once took 30 minutes in 5 minutes. All our agents love it." - D. Oliver, Affiliated Health Insurers


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