Platform features

Everything your agency needs

A complete operating system for modern insurance agencies, wrapped in a darker, higher-end experience built around clarity, speed, and control.

CRM + lead workflow

AI intake + chat

Sales + commissions

✦

One Platform, Every Tool

Pipeline, sales, commissions, AI intake, chat, forms, reviews, and more — all in one place

📋

CRM Pipeline

Kanban-style lead management with full visibility into every prospect.

Drag-and-drop cards across customizable stages
Card aging indicators and follow-up scheduling
Source badges (Website, Form, Lead, Manual)
Split credit zones for shared deals
Per-user pipeline views with role-based access
Dead lead archive with one-click restore

📊

Sales Tracking & Analytics

Real-time reporting across your entire agency with interactive dashboards.

Multi-policy sale logging with carrier selection
Support for 23+ carriers out of the box
Product types: Auto, Home, Life, Flood, and more
Interactive ECharts dashboards and breakdowns
CSV export for external reporting
Role-based edit and delete permissions

💰

Commission Engine

Flexible commission plans that auto-calculate on every logged sale.

Three models: flat rate, brackets, and growing tiers
Per-user commission plans with quota tracking
Auto-calculation on every sale — no manual math
Commission dashboard with projections and calculators
Hourly rate support for hybrid compensation
Trophy milestones for team motivation

💬

Team Chat

Real-time messaging built for how agencies actually communicate.

Agency-wide team channel for announcements
Direct messages with unread badges
File attachments (images, PDFs, documents)
Persistent message history across sessions
Support channel with AI-assisted first response
Always-on slide-out panel — no context switching

🤖

AI-Powered Client Intake

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

Product-aware questioning (auto, home, life, flood, etc.)
Intelligent question ordering for natural conversation
Preferred agent matching with round-robin fallback
Live agent takeover with real-time transcript
Automatic lead creation in your pipeline
Works on your branded /agency page — no setup needed

📝

Lead Intake Forms

Conversational, one-question-at-a-time forms that feel like texting.

63 system questions across insurance products
Conditional logic engine for smart question flow
Multi-select, file upload, and skip buttons
Agent selection for personalized follow-up
AI sessions that adapt to prospect responses
Mobile-friendly chat-style interface

🌐

Agency Landing Pages

Every agency gets a branded public page for lead capture — ready to share.

Public URL at /agency/your-slug
Displays your enabled insurance products
Integrated AI chatbot for instant quotes
Live agent join with real-time notifications
"Get a Quote" and "Chat with Us" CTAs
Powered by OfficeHubb branding

⭐

Google Reviews

Request and manage Google reviews to build your agency's online reputation.

Send review requests to happy clients
Track review status and follow-ups
Build social proof for your agency page

🔔

Real-Time Notifications

Never miss a lead or team update with instant in-app alerts.

In-app notification bell with unread counts
Live prospect popups across all dashboard pages
Agent join alerts for active chat sessions
Platform broadcast notifications from support

🏢

Multi-Tenant Architecture

Complete agency isolation with role-based access — built for teams.

Each agency is fully isolated with its own data
Role-based access: Agent, Management, Service, Sales
Row-level security on every database query
Audit trails for compliance and accountability
Team member invitations with role assignment
Platform support console for OfficeHubb admins

✦

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Replace disconnected tools with one elegant platform for lead flow, team coordination, reporting, and AI-powered intake.

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