Everything you need.
From day one.
Sales, service, and accounting aligned before you write your first policy. No integration projects. No choosing between what you can afford and what you actually need.
Six ways your agency runs better.
01
Sales
CRM & Client Management
Every household, contact, policy, and interaction in one place. The paper trail builds itself.
- Household & contact mapping
- Policy history per client
- Activity & communication logging
- E&O-ready documentation
02
Pipeline & Sales Workflows
Never let a prospect fall through the cracks. Sales processes, follow-up, and producer tracking built for how independent agencies actually grow.
- Opportunity stage management
- Automated follow-up reminders
- Producer activity tracking
- Lead source reporting
03
service
Policy & Renewal Management
Every renewal flagged before it matters. In front of clients before the competition knows.
- Expiration tracking & alerts
- Automated renewal workflows
- Carrier & coverage management
- Endorsement tracking
04
Commission Tracking
Commission tracking structured correctly from the start. No spreadsheet empires. No 11pm reconciliation stress. Know where your revenue stands at all times.
- Statement reconciliation
- Producer split tracking
- Revenue by carrier & producer
- Variance reporting
05
E&O & Compliance Workflows
The quiet compliance stress that follows you home — eliminated. Auto-logged interactions, version-tracked documents, and audit-ready history without extra effort.
- Auto-logged client interactions
- Document version tracking
- Coverage recommendation docs
- Audit-ready history
06
reporting
Agency Intelligence
- Book of business dashboards
- Producer performance metrics
- Pipeline velocity reporting
- Retention & lapse tracking
You're not starting
from zero.
Onboarding, training, and ongoing support are included with every membership. Not an upsell. Not a paid tier. Just included — with real humans who know insurance.
Configured for your agency. Walked through together. Not a self-guided tour.
