Agency operating system

The premium system for modern insurance agencies

CRM, sales tracking, commissions, team chat, AI-powered intake, and agency coordination in one darker, faster, more polished workspace.

CRM + lead workflow
AI intake + live handoff
Sales + commissions
Explore features

All-in-one

Replace 6+ agency tools

Unlimited

No per-seat pricing on full

24/7

AI lead capture

$0

Credit card needed to start

Core platform

Built around real agency workflows

Every capability is framed inside the same darker, premium storefront language you chose for `/features`.

📋

CRM Pipeline

Kanban boards with drag-and-drop lead management, card aging, and follow-up scheduling.

📊

Sales Tracking

Real-time reporting with interactive dashboards, multi-policy logging, and CSV export.

💰

Commission Engine

Tiered plans, bracket-based rates, auto-calculation on every sale, and quota tracking.

💬

Team Chat

Real-time team channels, direct messages, file attachments, and built-in support chat.

🤖

AI Client Intake

Claude-powered chatbot captures leads 24/7 on your branded agency landing page.

📝

Lead Forms

Conversational, one-question-at-a-time forms with conditional logic and 63 system questions.

How it starts

Up and running in minutes

No implementation drag. Just sign up, configure the essentials, and start working leads in one place.

1

Start free

Create your account without a credit card and open your agency workspace right away.

2

Set up your agency

Add your team, configure products, and shape the pipeline around your process.

3

Start closing deals

Capture leads, track sales, and let commissions and follow-up systems keep moving.

Simplify the stack

Stop paying for six different tools

OfficeHubb replaces the disconnected apps most agencies stitch together just to get through the day.

CRM / Pipeline Tool

Built-in pipeline

Commission Spreadsheets

Auto-calculating engine

Chat / Messaging App

Team chat & DMs

Lead Intake Forms

Conversational forms

Chatbot / Live Chat

AI-powered intake

Review Request Tool

Google Reviews built in

Team proof

What agency teams tell us

OfficeHubb is designed for cleaner handoffs, stronger visibility, and more disciplined pipeline follow-up.

OfficeHubb gave us one place to work every lead, track every sale, and stop bouncing between tools all day.

Agency Owner

Replaced a patchwork CRM setup

The pipeline and follow-up flow helped our team stop losing warm prospects just because someone got busy.

Operations Manager

Cleaner follow-up and handoff process

Commission visibility changed the way we coach producers. People know where they stand without waiting on spreadsheets.

Sales Leader

Compensation clarity and accountability

1 platform

for pipeline, sales, commissions, chat, and intake

Fewer missed handoffs

because notes, updates, and transcripts stay together

Faster onboarding

with built-in workflows and less tool sprawl

Start your next chapter

Bring your agency into one premium system

Get set up in minutes with one elegant platform for lead flow, team coordination, reporting, and AI-powered intake.

See pricing