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The operating system for insurance FMOs.

AgentTech 360 runs your whole distribution network in one place: downline agencies, field brokers, and the call center, with commissions, contracting, and compliance built in.

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Every agency, producer, lead, call, policy, and commission in one tenant, with your whole downline underneath it.

Home dashboard

A live snapshot of production that separates what was submitted, what is in force, and what has actually been paid.

Three numbers, kept apart
Submitted production, issued policies, and paid (reconciled) policies are never blended.
TeleSales economics
Cost per acquisition, conversion, and persistency for the call center.
Production funnel
From lead to retained policy, for the tenant or any agency in the tree.
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CRM

Leads, contacts, conversations, calls, and policies as one system of record.

Leads and contacts
Inbound calls surface as leads with recording links; contacts carry agency-defined custom fields.
Conversations
Email and SMS inbox with clients, on the contact record.
Policies
The lifecycle system of record, with a full event timeline per policy.
Team Chat
Channels, announcements, and direct messages, encrypted at rest.
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Telephony

The AgentTech Dialer, rebuilt as the contact-center core of the platform.

Softphone with a live AI coach
WebRTC console with dialpad, script, disposition, streaming transcript, coaching cues, and sentiment.
Supervisor floor
Live wallboard and KPI strip with enriched agent tiles.
Full routing config
Numbers and DNI pools, queues with skills and states, publishers, dispositions, scripts, DNC, call caps, dial campaigns.
AI Voice Agents
Voice-agent profiles as routing targets: receptionist, qualifier, outbound follow-up, and the AI Mock Calls training agent.
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Commissions

Advance and as-earned views, statement import, and reconciliation across the hierarchy.

Two views of the money
Advance and as-earned (zero-sum) views of every commission.
Statement reconciliation
Import carrier statements and match lines to submitted policies.
Setup
Payees, hierarchies, comp templates, roles, payout schedules, rules, and statement matching.
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Contracting

Onboarding, carrier appointments, licensing, and ready-to-sell in one board.

Onboarding pipeline
A Kanban board shows each agent's stage with each carrier.
Appointments and licensing
Carrier appointments by state and line of authority, plus licensing and E&O.
Ready to sell
A single status managers can trust before a call is routed.
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Quote and Enroll

Quote, compare, and enroll from the same screen as the call, powered by Solved Enrollment.

Plan detail and compare
Pull plan details and compare options while the caller is on the line.
Save quote to CRM
Every quote lands on the contact record with the call that produced it.
Enroll handoff
Move from quote to enrollment without leaving the workspace.
Powered by Solved Enrollment
Enrollment runs on Solved Enrollment, part of the Solved family.
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Network

The agency tree at any depth, and every agent in it.

Infinite downline
Downlines have downlines. The UI renders and navigates the tree at any level.
Agents
Field brokers and call center agents, with role-based access to what they own.
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Analytics

Reports that drill from a KPI down to the calls, policies, and commissions behind it.

TeleSales reports
Volume, conversion, service, cost and CPA, attribution, CRM lifecycle, and commission value by queue, agent, state, publisher, and campaign.
CRM reports
Pipeline funnel, lead-source ROI, owner performance, outreach by channel.
Custom report builder
Build, save, and share reports on any field the platform captures.
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Call marketplace and routing

Real-time bidding, campaigns, buyers, and publishers, with any queue able to subscribe to a campaign.

Campaign subscriptions
Any ACD queue can subscribe to a campaign from the Telephony workspace.
Publisher economics
Bid range, cost per call, daily caps, and status per campaign.
Operator-run
The marketplace itself is run by the platform operator, not a lead ping/post exchange.
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Admin

Everything the operator and the FMO owner need to run the tenant.

Users and roles
Roles and permissions scoped by agency path, with "view as" aliasing for testing.
Tenants
Provisioning, suspension, and branding for each FMO tenant.
Platform Compliance and audit
Authoritative compliance artifacts and a full audit trail.
Integrations and data
Admin integrations plus the production datasets the platform tracks.
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One record from first contact to retention.

Call center agents capture application data when they disposition a sale. Field brokers submit business. Both create the same submitted policy, and the carrier statement moves it to paid.

  1. LeadAn inbound call or a field lead, with recording and source.
  2. SoldThe sale is dispositioned with the required application data.
  3. SubmittedProduction that is not yet in force.
  4. IssuedThe carrier has put the policy in force.
  5. PaidA statement line matched the policy. Unmatched lines and chargebacks are surfaced.
  6. RetainedPersistency tracked, with declined, cancelled, lapsed, and chargeback exceptions.

Built for the whole network, not one office.

One tenant per FMO. Beneath it, partner and downline agencies nest to any depth, and every screen adapts to the signed-in role.

  • Field brokers and call center agents are both first-class producers.
  • Row access follows the agency path, so an FMO owner reaches the whole tenant and nothing outside it.
  • Administrators can "view as" any role in their downline to see exactly what that user sees.
  • White-label branding per tenant, with verified custom domains.
FMO ownerOwns the tenant: the whole downline, brokers, and call center.
Agency administratorOwns a partner agency and manages its downline agencies, brokers, and call center.
Field brokerLicensed producer working their own book of business and leads.
Call center agentInside sales rep working queues, dispositioning leads, and booking policies.
System administratorPlatform operator with cross-tenant control and aliasing.

Every line your tenants sell.

Medicare and Life FMOs run side by side in one deployment, isolated at the root of their own agency tree.

Medicare

  • Medicare Advantage (MA and MAPD)
  • Medicare Supplement (Medigap)
  • Prescription Drug Plans (PDP)
  • Dental, Vision, and Hearing
  • Hospital Indemnity

Life

  • Term Life and Whole Life
  • Final Expense
  • Indexed Universal Life and Universal Life
  • Annuities: fixed, indexed, and MYGA

FAQs

Questions about AgentTech 360

What is AgentTech 360?

AgentTech 360 is multi-tenant agency management software for Medicare and Life insurance FMOs. Each FMO runs its entire distribution network on the platform: partner and downline agencies, field brokers, and the call center, with role-based access throughout. Its contact-center core is the next generation of AgentTech Dialer.

How does the agency hierarchy work?

Each FMO is a tenant at the top of its own agency tree. Partner and downline agencies nest to any depth, and every agency, producer, lead, call, policy, and commission belongs to exactly one tenant. Data never crosses tenant boundaries except for the platform operator.

Does it support field brokers and call center agents?

Yes. Both are first-class producers. Field brokers work their own book of business and submit business directly; call center agents work queues, disposition leads, and book policies. Both paths create the same submitted policy record.

Does AgentTech 360 include quoting and enrollment?

Yes. Quote and Enroll is a workspace inside the CRM, powered by Solved Enrollment. Agents pull plan details, compare options, save the quote to the contact, and hand off to enrollment without leaving the call.

Which products can tenants sell?

Medicare Advantage (MA and MAPD), Medicare Supplement, Prescription Drug Plans, Dental, Vision and Hearing, Hospital Indemnity, Term Life, Whole Life, Final Expense, Indexed Universal Life, Universal Life, and Annuities (fixed, indexed, and MYGA).

Can we white-label it?

Yes. Branding resolves from registered hosts, and verified custom domains are served with automatic TLS. Users can hold memberships in more than one FMO and switch tenants from the workspace switcher.

Something else? Contact us

See your network in AgentTech 360.

We will walk through your agency tree, your carriers, and your call center on a live tenant.

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