Joined January 2022 | Last Updated July 2024

Agentero integrates with your current technology to modernize your operations and position you for growth. It’s a singular solution that puts you in control.

Features & Quick Stats

How Agentero Helps Independent Agents/Brokers: Agentero combines digital market access with data and analytics that proactively identifies the needs of policyholders, matches them to the best products and streamlines the selling process for agents. The company’s smart algorithms combine agents’ existing data with third-party information sources to identify new business and cross-sell opportunities. It then connects agents with markets in real-time to instantly quote and generate a digital bindable proposal, providing superior customer experience for agents and their policyholders.

Integrations: QQCatalyst, AMS360, Applied Epic. We also know how to work with other systems as well and are able to help.

Partnerships: Agents Council for Technology, The Big “I”, Vertafore Orange Partner

Key Features:

  • Centralized Carrier Appointments
  • Personal Lines Quoting
  • Commercial Lines Quoting
  • Enhanced Quote Proposals
  • Simplified Commission Management
  • Automated Renewals & Cross-sells
  • No Costs to Get Started

Website: agentero.com

Contact: [email protected]

Headquarters: Oakland, CA

Number of Employees: 40

Area of Operations: All States

Product Reviews

Are you an Agentero user? Share your experience and leave a review!

Need 1:1 Help?

Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.

Compare Agentero to other Sales Management solutions on the Catalyit Marketing & Sales Guide.

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Catalyit
Average rating:  
 0 reviews

Need Help?

Give Us a Call

Send Us an Email

Schedule a Call

Forgot Password?

Forgot Password?

Sign up for your free 30-day free trial!

 

Let's do this

Together

We’re thrilled to invite you into Catalyit. Fill out the form to get your free, limited access – your community awaits!

Already a Basic or Full Access Subscriber?

ALERT!

Vault videos are only visible to Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content and watch this webinar on-demand.

ALERT!

This content is only visible to Catalyit Full Access subscribers!

Sign in or upgrade now to unlock all Catalyit content.

ALERT!

This content is only visible to Catalyit subscribers!

Sign in, get started free, or upgrade now to unlock all Catalyit content.

ALERT!

Vault videos are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and watch this webinar on-demand.

Let's do this

 

Let's do this

Fill out the form below to get free Basic Access to Catalyit and activate your Trava account.

 

ALERT!

Solution Provider Profiles are only visible to Full Access subscribers!

Upgrade now to unlock all Catalyit content and learn more about this Solution Provider.