Insurance Brokerage
Call Center Software
Sell multiple carriers from one platform. Per-carrier campaigns, agent appointment tracking, AI compliance scoring on every recorded call, and an in-call AI Sales Coach — for insurance brokerages of all sizes.
Built for Multi-Carrier Brokerages
Insurance brokerages work with multiple carriers, requiring agents to navigate different scripts, carrier disclosure requirements, and appointment statuses. Managing this complexity while staying compliant across all carriers is challenging.
AgentTech streamlines multi-carrier sales by running each carrier or product line as its own campaign — with its own script, disclosures, dial mode, and AI compliance ruleset — while production rolls up to the brokerage in unified reporting. (Quoting and binding still happen in the carrier\'s portal; AgentTech captures the call, the recording, the disposition, and the compliance score.)
Carrier Neutral: AgentTech works with all carriers—we're focused on helping you sell, not pushing specific products.
Brokerage Features
Manage multi-carrier sales efficiently.
- Per-carrier campaigns with their own scripts
- Agent appointment status tracked in CRM
- Per-campaign AI compliance ruleset
- Production reporting rolled up by carrier
- Hierarchy and override management
Brokerage Optimized
Frequently Asked Questions
Ready to Streamline Your Brokerage?
Sell multiple carriers from one platform. Try AgentTech today.
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