Increase your Agent Engagement
& Lower your Administration Costs

With a belief in mutual shared success, AgencyRM is the best partner an insurance carrier can have.

AgencyRM works with you to engage the agent community so they best understand your products, how to sell them, and what makes you special. We help you keep the pulse of the market in mind as you make decisions. With carrier, provider, and broker experience; we speak your language.

Our Services for Carriers

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OneSource

  • One place to contact for all your broker needs
  • One place for all your agents to contact
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Delegation

  • Agent service and support
  • Commission processing
  • Agent recruitment
  • Application pre-processing
  • Training and certification
  • OIG Exclusion List checks
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Application Processing

  • Application quality checks (63% of applications that come through AgencyRM need some sort of adjustment. We make sure applications get to you clean and ready to process)
  • Applications provided as PDF, fax, or Medicare OEC data file
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Audit Support

  • AgencyRM maintains all applications and SOAs for 10+ years – Retrievable in minutes
  • License, certification, and training records maintained on all agents
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Compliance

  • Years of compliance experience to keep agents compliant
  • OIG and Federal Exclusion List checks
  • Licensure and appointment tracking
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Consulting

  • Product development
  • Marketing messaging
  • Training
  • Market expansion
  • Providers
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Technology

  • FREE CRM System for agents
  • Free Agent Portal (MyAgencyRM)
  • Call center and telephonic enrollment capabilities
Contact Us

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