Insurance Agency Management

Run Your Entire Agency from One Platform

Team management, role-based access, carrier settings, theme customization, and billing — all in one place.

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Team Roles

Four roles — Agent (owner), Management, Sales, and Service — with granular permissions for every feature.

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Agency Settings

Configure your agency name, logo, Google Place ID, enabled products, carrier list, and promo codes from one panel.

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Theme Customization

Choose from multiple color schemes and light/dark modes. Your theme applies to the hub and your public landing page.

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Billing & Subscriptions

Manage your Stripe subscription, view invoices, and upgrade or downgrade your plan without leaving the app.

4User roles
10+Theme presets
99.9%Uptime

Frequently Asked Questions

How many team members can I add?

There is no hard limit on team members. Add as many as your agency needs.

Can I control what each role sees?

Yes. Sales and Service roles see only their own data. Agents and Management see everything agency-wide.

Is there a free trial?

Yes. New agencies get a free trial to explore all features before choosing a plan.

Ready to get started?

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