Insurance Agency
Management Platform

Run your entire insurance agency from one platform. Dialer, CRM, compliance monitoring, reporting, and agent management—everything integrated for maximum efficiency.

All-in-One Integrated $50/seat
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One Platform for Your Entire Agency

Most insurance agencies juggle multiple disconnected tools—a dialer here, CRM there, separate compliance tracking, and spreadsheets for reporting. This fragmentation costs time, money, and leads.

AgentTech brings everything together in one integrated platform. Agents work faster, managers see more, and agency owners get complete visibility into their operation.

No Integrations Needed: AgentTech is built as one system—not separate tools stitched together with integrations that break.

Agency Management Features

Everything your agency needs in one place.

  • Integrated dialer, CRM, and compliance
  • Agent onboarding and management
  • License tracking and verification
  • Commission and performance reporting
  • Multi-location and hierarchy support

All-in-One Platform

Dialer
+ CRM
Compliance
+ Reporting
$50
Per seat

Frequently Asked Questions

An insurance agency management platform is a comprehensive software solution that combines dialing, CRM, compliance monitoring, reporting, and team management in a single system. AgentTech provides all of these capabilities specifically designed for insurance agencies.

Unlike generic platforms, AgentTech is purpose-built for insurance with AI compliance monitoring, CMS guideline enforcement, insurance-specific routing, carrier-aware scripting, and enrollment period management—features that generic CRMs and dialers simply don't offer.

Yes. AgentTech combines a power dialer, built-in CRM, call recording, AI transcription, compliance monitoring, team management, reporting dashboards, and marketing automation into one platform at $50/seat—replacing 3-5 separate tools most agencies use.

Yes. AgentTech is browser-based and cloud-hosted, so it supports agents working from any location. Supervisors get real-time dashboards across all locations, with centralized reporting, compliance monitoring, and team management.

Ready to Unify Your Agency?

One platform for everything. Try AgentTech today.

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