For Agents - AgencyRM

Simplifying Insurance forAgents

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.

Whether you’re a new agent who needs guidance and answers, or you’re a veteran agent who needs administrative and backroom support, 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.

We’re so sure that we offer the best service in the business that we provide every agent with an upfront release guarantee. You will never be held hostage at AgencyRM.

Our Services for Agents

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
Automatic release guarantee

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 tool to send your applications
Instant feedback on your application submission

Commission Accounting

By tracking policies, we can track and audit commissions
We make sure youget paid!

Agent Tools

eSOA, QuickLookups, Document libraries, electronic contracting
Electronic Application System (eApp)
Free Agent Portal (MyAgencyRM)
Instant App Submission Confirmations

Training

Webinars, Videos
Compliance Expertise
Agent Bulletins
AdHoc