OfficeHubb by OfficeHubb

• Lead & Pipeline Management

• Built-in Email & SMS

• Round-Robin Lead Routing

• Custom Forms & Intake

• Team Goals & Leaderboards

• Reporting & Analytics

• Role-Based Permissions

• AI Assistant

• Task & Follow-up Automation

• AMS-Friendly (sits alongside your rater/AMS)

Insurance agency growth software

OfficeHubb gives independent agencies one place to run the front office. New leads land in a shared inbox, get auto-assigned via round-robin, and drop into a pipeline so nothing falls through the cracks. Agents text and email clients from the same screen they're working a quote in — every message is logged to the client record automatically. Custom intake forms collect quote info before the first call, an AI assistant helps draft replies and surface stale follow-ups, and managers get live dashboards on production, response times, and team goals. It's built to sit alongside the AMS and rater the agency already uses, so it adds the workflow layer most small agencies are missing without forcing a rip-and-replace.

• AI-drafted email and SMS replies in the agent's voice

• AI-assisted lead intake and routing

• Auto-summaries of long client threads and call notes

• Smart follow-up nudges — surfaces stale leads before they go cold

• Natural-language questions against the agency's own data ("who haven't I touched this week?")

• Grounded in agency data with role-based permissions; assistive, not autonomous (agent always sends)