Whether you are an independent agent who needs administrative and backroom support or you’re an agency who needs a partner; everyone needs one thing… TIME. If we can take some of the burden off your shoulders, it frees up your time to grow your business.
Put us to work for you so that you can do what you do best…SELL
AgencyRM works for you. Our goal is to take as much off your plate as we can so that you can get out there and work with clients.Our Services
OneSource
- Single Point of Contact
- Call or email us for all your needs. Questions, problems, customer service, commissions, etc
Contract Management
- Access to all major carriers
- One number to call for service or new contracts
- Quick electronic contracting
Application Processing
- Application quality checks (63% of applications that come through AgencyRM need some sort of adjustment. We make sure your apps aren’t held up.)
- One fax number or upload to send your applications to
- Instant feedback on your application submission
Commission Accounting
- By tracking policies, we can track & audit commissions
- We make sure our agents get paid!
Agent Retention Tools
- We provide your agents with tools that keep them loyal to you
- eSOA, QuickLookups, Document libraries, electronic contracting
Training
- Webinars, Videos
- Compliance Expertise
- Agent Bulletins
- AdHoc
Technology
- FREE eApp System
- Free eSOA system
- Free Agent Portal (MyAgencyRM)
- Instant App Submission Confirmations
