The top Agency Recommended Management Platform
AgentConnect
Industry leading insurance agency software
an agency management system that supports various type of insurance agencies with a suite of industry-specific solutions and services, including Sales Enablement, Quoting, Client and Policy Management, Commissions Processing, and more. We provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, AgentConnect has a solution for you.
Users have seen success with our tools:
- 1. Increased client retention to 90%
- 2. Doubled their agent force and increased their bottom line 100%
- 3. Saved 100 hours every renewal period in sending notices to clients
- 4. Cut time spent quoting and creating benefits proposals in half for small groups
- 5. Spent 75% less time processing commissions 6.Found tens of thousands of dollars in missed commissions from carriers
Powerful Insurance Agency Management System
Transform Your Agency
Our web-based software is designed to increase your efficiency and help you build strong, lasting relationships with your policyholders.
Fast & Efficient
From managing your clients to marketing efforts. We provide everything you need in one simple solution. Built by an agent for an agent.
Improve Customer Service
Digitally transform your business to connect staff, insurance partners and customers like no other agency management system.
Solutions for the modern insurance agent.
Agency Suites
- Enjoy seamless integration for your agency’s website with products like AgentConnect Consumer Quoting and AgentConnect Client Center, enhancing the overall consumer experience.
Rating Engine
- It all starts with AgentConnect Rating Engine. Get accurate, live home and auto rates in real-time, everywhere you go. Think of it as a personal liaison between your agency and all your appointed carriers.
Consumer Quoting
- Allow customers to get home and auto quotes on your insurance website. Enhanced Quoting has additional features such as shortened forms, incomplete data, vehicle pre-fill, and Facebook quoting.
Management System
- The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place.
Communication Center
- Bundled AgentConnect products specifically tailored to enhance your agency's communication, including: Email Marketing Campaigns, Text Messaging, eSignature, and AgentConnect for Outlook.
Agency Websites
- You want a website that helps you run your agency more efficiently, and that is part of your marketing strategy. Our team of insurance web designers create beautiful websites that work on mobile phones, tablets and web browsers.
Bundled products to supercharge your agency.
The leading real-time comparative quoting tool for home and auto insurance.
Turn online shoppers into clients with automated recording, tracking, and follow up.
Run your agency from anywhere with our cloud based, easy-to-use management system features.
Connect with your customers more effectively and expand your marketing reach.
Provide a seamless, mobile-optimized user experience online.
