Team, Roles and Settings for Insurance Agencies
OfficeHubb is not an agency management system. This page covers running your team inside OfficeHubb, next to the management system you already use: roles, carrier settings, themes and billing.
Team Roles
Four roles (Agent, who is the owner, Management, Sales and Service) with granular permissions for every feature.
Agency Settings
Configure your agency name, logo, Google Place ID, enabled products, carrier list, and promo codes from one panel.
Theme Customization
Choose from multiple color schemes and light/dark modes. Your theme applies to the hub and your public landing page.
Billing & Subscriptions
Manage your Stripe subscription, view invoices, and upgrade or downgrade your plan without leaving the app.
Frequently Asked Questions
How many team members can I add?
Solo covers 3 people, Basics 10, The Full Package 10. Need more? Add seats from your billing page at $25 a month each ($21 billed yearly).
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. Every package is free for 14 days.
Ready to get started?
Every package is free for 14 days. See it with your own leads.
Start Your Free Trial