AGENCYMATE
AGENCYMATE is an all-in-one solution for insurance agency management - 7-in-1 tool.
What is AGENCYMATE?
AGENCYMATE is a powerful fully integrated and automated Agency Management Solution providing Agents full customer lifecycle prospect-to-sale-to-service excellence. AGENCYMATE is designed by Agents for Agents to simplify processes, automate sales and service tasks, deliver personalized communications and manage E&O compliance using configurable workflows. Agencies don't need separate CRM, AMS, Email Marketing (EDM), Document Storage and eSignature software. It's your all-in-one AMS solution!
Screenshots
Video
Features
Activity Tracking
Commission Management
Contact Management
Document Management
Insurance Policy Management
Quotes/Estimates
Workflow Management
Activity Dashboard
Alerts/Notifications
Lead Capture
Lead Management
Third-Party Integrations
FAQ
The official website of AGENCYMATE is http://www.agencymate.com/
AGENCYMATE is a powerful fully integrated and automated Agency Management Solution providing Agents full customer lifecycle prospect-to-sale-to-service excellence. AGENCYMATE is designed by Agents for Agents to simplify processes, automate sales and service tasks, deliver personalized communications and manage E&O compliance using configurable workflows. Agencies don't need separate CRM, AMS, Email Marketing (EDM), Document Storage and eSignature software. It's your all-in-one AMS solution!
AGENCYMATE belongs to the Insurance, Insurance CRM, Quoting category.
AGENCYMATE offers features such as Activity Tracking, Commission Management, Contact Management, Document Management, Insurance Policy Management, Quotes/Estimates, Workflow Management, Activity Dashboard, Alerts/Notifications, Lead Capture, Lead Management, Third-Party Integrations.
No, AGENCYMATE does not offer a free trial.
Pricing
Starting at:
$99/per month
Free Trial Available