Joined October 2023 | Last Updated July 2024
Insurance agencies no longer need a separate CRM, AMS, Email Marketing and eSignature software applications to manage leads and nurture prospects. AGENCYMATE all-in-one platform delivers fast and accurate lead-to-quote-to-sale insurance policy service excellence.
Features & Quick Stats
How AGENCYMATE Helps Independent Agents/Brokers: AGENCYMATE is a powerful fully integrated and automated Agency Management Solution that helps Agents provide full customer lifecycle prospect-to-sale-to-service excellence, every single day. AGENCYMATE was designed by Agents for Agents to simplify processes, automate sales and service tasks, deliver personalized communications and manage E&O compliance using advanced configurable workflows. Agencies no longer need separate CRM, AMS, Email Marketing (EDM), Document Storage and eSignature software applications to nurture prospects and manage customers. AGENCTMATE is the ultimate all-in-one 100% cloud platform and the only subscription you need to run your agency and to help you maintain a competitive advantage and win more customers.
Integrations: Interfaces with IVANS, Progressive, Acord Forms, Standard Premium Finance (Funding) and US Address look-up and verification through API integration.
Partnerships: IVANS, Accord, Standard Premium Finance, Bold Penguin Commercial Rater (in progress)
Certifications/Awards: ISO/IEC 27001 (2022) Information Security Compliance, California Consumer Privacy Act
Key Features:
- Auto-Lead Capture
- Customizable Workflows
- Smart Download Capability
- Real-Time Communications & Reporting
- Fast Track Carrier Quotes
- Data Sovereignty, Security & Privacy
- Automated Sales & Service Reminders & Alerts
Website: agencymate.com
Contact: [email protected]
Headquarters: Melbourne, AUS
Number of Employees: 50
Area of Operations: All States
Exclusive Catalyit Deal: Yes
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