Manage Your Agency & Sell More Health Insurance with One System

A Sales-First Driven Client Relations Management CRM System with Easy Quoting and Proposal Software together in one system.

Our Health Agency Software does it all.

Everything in one place

AI to create & automate

Pre-built proven campaigns

Empower Your Insurance Operations with Agency's Agent

Streamlined Client Management: Efficiently handle client information, policy details, and renewals.
AI-Powered Appointment Booking: Simplify scheduling and stay on top of important meetings.
Performance Insights: Real-time data analytics to guide strategic decisions.
All-In-One Solution: Replace multiple tools with our integrated CRM, saving time and costs.

Simplify Your Workflow

SMS and Calls: Stay connected with clients anytime, anywhere.
Marketing Analytics: Optimize your campaigns with comprehensive insights.
Easy-to-Sync Calendar: Manage schedules effortlessly and avoid missed appointments.
Custom Reports: Make data-driven decisions with detailed reports.
Automation: Save time with automated workflows and reminders.
Landing Pages and Websites: Create professional client portals and landing pages with ease.

The Problem:

Duct-Taping Tools Together That Weren't Designed For Health Insurance Agencies.

If you want one system to manage sales and service while offering the best automation possible that was specifically designed (and battle tested) for Health Insurance Agents, then Agency's Agent is for you!

The Solution: Agency's Agent

Automate Your Pipelines To Sell More Group & Individual Health Insurance

Agency's Agent includes 100+ pre-built automation campaigns for sales, service, claims, and renewals. Handle quoting and manage your CRM in one tool!

See how successful independent agency owners have generated over $100k in new revenue and gained over 100 new Google reviews.

Setup Your Downloads

Connect your Group & Individual account to download your data into your Agency's Agent account
Trigger new workflows and campaigns every time you make a new sale, client submits a claim, or policy renews
We help migrate all of your files, contacts, and notes into Agency's Agent

Add Your Entire Sales & Service Teams Within Minutes

Agency's Agent helps every person on your team! Even your producers and CSRs
Create user-profiles and goals for each team member in minutes
Set custom user permissions based on job roles in just a few clicks

Choose Which Campaigns You Want To Start

With over 100+ pre-built campaigns to choose from, you can cross-sell, nurture X-dates, or start renewal campaigns instantly.

Every campaign you'll ever need, including

40+ cross-selling campaigns
Google review campaigns
X-date campaigns
Win-back campaigns
Long term nurture campaigns

Get Back To Running Your Agency More Efficiently

Spend less time trying to figure out automation campaigns and patching everything together.
Spend more time doing things you want to do in your agency
We help migrate all of your files, contact, and notes into Agency's Agent

Onboarding Takes Hours, Not Weeks or Months!

Unlike other software tools that can take months to figure out, our awesome Customer Success Team will help you migrate all of your data to Agency's Agent and start your Marketing and Service campaigns immediately.
You’ll have everything you need in place and implemented so that you can see an ROI. Don’t just take it from us, we have thousands of agencies across the country who are running a better agency, with Agency's Agent.

Using Agency's Agent You Can...

Lead the Way with Lightning-Fast Engagement🚀

Tired of watching potential clients slip through your fingers? With our CRM, engage leads faster than ever. Say hello to a client pipeline so full, you'll wonder how you ever managed before.

Calendar Magic

Forget the back-and-forth. Our tool makes booking meetings effortless, turning your calendar into a client management powerhouse.

Calls? Consider Them Answered

Route calls like a pro and automate the ones you miss in our AI-enabled campaigns! Connect instantly with leads ready to discuss insurance, transforming every call into a potential client.

Smart Campaigns, Smarter Growth

Elevate your game with SMART campaigns that keep you steps ahead. Watch your response rates soar with our multi-channel genius.

Performance Insights at Your Fingertips

Never second-guess your strategy again. Our dashboard provides crystal-clear insights, ensuring you're always on the path to more deals and bigger successes. Oh, and we've also got a detailed history report for each lead!