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Let’s Partner to Drive the Success of your Agency

AgencyRM works for you. Our goal is to take as much off your plate as we can so that you can drive your agents and help them be successful selling.

Whether you are a small agency who needs administrative and backroom support, or you are a large agency who needs a partner; everyone needs one thing… TIME. If we can take some of the burden off your shoulders, it frees up your time to grow your business.

Our Services for Agencies

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Agency Management System

  • Free CRM system built with agencies in mind
  • Access the data you need to ensure success
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OneSource Service

  • Single Point of Contact – No need to figure out which department to call
  • Call or email us for all your needs – Questions, problems, customer service, commissions, etc.
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Contract Management

  • AgencyRM will handle the contracting for you
    • Tell us what you want, and we’ll take care of the rest
  • Access to all major carriers
  • Quick electronic contracting
  • Hierarchies are always respected
  • Automatic release guarantee
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Finance

  • Maximize your agency overrides
  • Commission Accounting – By tracking policies, we can track and audit commissions
  • We make sure your agents get paid!
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Agent Retention and Recruiting Tools

  • We direct new agents to work with our Partner Agencies
  • We provide your agents with tools that keep them loyal to you
  • eSOA, QuickLookups, Document libraries, electronic contracting
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Training

  • Webinars, Videos
  • Compliance Expertise
  • Agent Bulletins
  • AdHoc
Contact Us

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