The best way to
manage your agency.
Agency Pipeline is a management system for insurance agents. It enables agents to better serve their clients by organizing the activities and transactions for every aspect of the agent-client relationship. Track quotes and sales, marketing campaigns, and analyze your client base.
What job do you hire your management system to do?
When it comes to choosing a software tool to help you keep everything straight in your agency, more features does not mean you're better equipped to provide world-class customer service. We'll help you add the value your #1 clients look for in an agent.
Reduce Errors and Omissions
With real-time activity management, your staff will be able to provide instant service to insureds by maintaining an up-to-the second record of all transactions. Drag-and-drop functionality allows easy storage of photos and documents.
Do you work outside of the office? It's mobile-friendly!
Connect to pipeline from your internet-connected tablet or laptop and let the good times roll!