Give your agency more.
Move your operations into the future, give your team a competitive advantage, and position your agency for growth - all in one comprehensive package.
A predictive pipeline converts data into actionable insights - allowing you to increase your revenue and save your time.
More customer satisfaction.
A suite of client interaction tools enables you to provide the kind of service and experience your customers expect.
A command center with intuitive display and easy AMS integration gives you full visibility into your opportunities and operations.
Predictive opportunity pipeline.
- Predictive pipeline automatically and continuously finds the right opportunities at the right moments, so you can maximize the value of your book and sell more.
- Smart algorithms leverage data from your book and hundreds of third party sources to streamline renewals, scan for coverage gaps, and customize policy recommendations.
- Integrated access to a growing pool of digital carriers automatically surfaces quotes and keeps you tapped into emerging insurance products.
A suite of client interaction tools.
- Branded mobile app for your policy holders gives them instant access to proof of insurance, claims support, and policy docs.
- Your most repetitive client maintenance tasks like emails, schedules, and referrals are streamlined into smart workflows to save you time.
- We innovate on behalf of independent agencies - building new solutions and making sure all your technology is in tip-top shape.
Intuitive & integrated command center.
- Total visibility into your pipeline performance, client stats, and analytics - all displayed beautifully on your custom dashboard.
- Unlimited agents on your account leverages every pipeline, surfaces team insights, and boosts everyone’s performance.
- Top-flight support from actual humans dedicated to your agency’s growth - from full-service set-up to on demand service.
"Agentero provides us with great insights to focus our efforts on valuable opportunities. Our renewal process is now much more efficient, and it has been a key growth lever."