Agency2Go by Agency Software, Inc.

Agency2Go

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Last Updated May 2026 | Based on Public Information

Agency2Go by Agency Software is a web-based agency management system built for independent insurance agencies. The platform combines client and policy management, document storage, ACORD forms, reporting, certificate processing, and workflow tracking in a browser-based environment. Agencies can centralize daily servicing tasks, reduce manual data entry, improve documentation consistency, and support remote or multi-user operations from a single system. 

 

Features & Quick Stats

Key Features

  • Web-based agency management with remote access for agency teams
  • Client, policy, and document management with searchable records
  • ACORD forms library with prefill and electronic signature support
  • Certificate processing and certificate holder tracking workflows
  • Reporting, policy expiration tracking, and task/tickler management
  • Carrier download compatibility and integrated email/document storage

Core Business

Agency Software provides agency management technology for independent insurance agencies. Its Agency2Go platform helps agencies manage client records, policy workflows, documents, certificates, reporting, and operational tasks in a centralized web-based system designed for daily servicing and agency operations. 

 

How Agency2Go Helps Independent Agents & Brokers

Agency2Go helps independent agencies organize client and policy information in one place while supporting day-to-day servicing workflows. Teams can manage certificates, track renewals and follow-ups, store documents and emails, complete ACORD forms, and maintain consistent documentation for E&O protection. The browser-based platform also supports remote access, multi-user collaboration, and operational visibility across the agency.