Run your agency with the tools you need to grow sales, manage your book of business, and stay compliant.
AgencyIntelligence provides a total solution that works together to help you do and acheive more in any line of business.
In today's challenging environment, many health insurance agencies are finding new ways to differentiate themselves from their competition. Many agents are finding that the best way to attract and retain clients is to utilize AgencyIntelligence's client tracking feature along with the renewal alerts. By proactivly providing services to your clients you are staying ahead of the curve, thus maximizing profitability.
AgencyIntelligence helps you keep the focus on your clients and thier needs. Capture important customer data that will allow you to captialize on new sales opportunities and help improve efficiency.
Request a demo today and quickly get set up.
AgencyIntelligence gives you complete control of your agency. Easily create hierarchies and manage user access.
Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system.
Process commissions with ease. AgencyIntelligence can handle both manual and automatic processing, and is totally customizable.
AgencyIntelligence generates multiple reports containing production data, policy summaries, call performance and commission tracking. AgencyIntelligence provides this data almost instantaneously.
We recognize the insurance industry requires a unique set of functionality when it comes to lead management. AgencyIntelligence uses ForcedLead technology to support your agency with up to date contact opportunities.