Agency Management System

Manage your agency the smart way by centralizing all information including prospect and client data and employee activity.


83% of employers select a broker based on promptness and effectiveness of service.

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Create efficiencies and enhance service by centralizing all agency activity.
Paper with clock icon
Save time by generating RFPs and proposals in less than an hour.
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Make sure you’re paid what you’re owed by tracking commissions and variance.

For Employee Benefits

The industry’s only agency management system created specifically for benefits agencies that centralizes all prospect and client information and all agency activity. Allows you to track commissions and variance and generate RFPs and proposals in less than an hour.

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