Simplifying Insurance for Agents

AgencyRM works for you. Our goal is to take as much off your plate as we can so that you can get out there and work with clients.

Whether you’re a new agent who needs guidance and answers, or you’re a veteran agent who needs administrative and backroom support, 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.

We’re so sure that we offer the best service in the business that we provide every agent with an upfront release guarantee. You will never be held hostage at AgencyRM.

Our Services for Agents

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OneSource

  • Single Point of Contact
  • Call or email us for all your needs – Questions, problems, customer service, commissions, etc.
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Contract Management

  • Access to all major carriers
  • One number to call for service or new contracts
  • Quick electronic contracting
  • Automatic release guarantee
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Application Processing

  • Application quality checks (63% of applications that come through AgencyRM need some sort of adjustment. We make sure your apps aren’t held up.)
  • One fax number or upload tool to send your applications
  • Instant feedback on your application submission
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Commission Accounting

  • By tracking policies, we can track and audit commissions
  • We make sure you get paid!
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Agent Tools

  • eSOA, QuickLookups, Document libraries, electronic contracting
  • FREE CRM System
  • Free Agent Portal (MyAgencyRM)
  • Instant App Submission Confirmations
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Training

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

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