THE ULTIMATE PLAN
Insurance Agencies no longer need separate CRM, AMS, Email Marketing, and eSignature software applications to manage leads and nurture prospects.
AGENCYMATE is a 100% cloud solution providing greater stability and faster accessibility to reach your leads and WIN more sales whilst protecting your company and customer data!
THE FREE 30 DAY TRIAL
FREE
For The First 30 Days
Full functionality & Unlimited users – Cancel anytime within the first 30 days!
- NComprehensive Lead Management
- NActions & Workflow Automation
- NIntegrated Quoting & Comparison
- NIntegrated Customer Communications
- NIntegrated Email Marketing
- NIntegrated Prefill Forms & Digital Signatures
- NUnlimited E&O Storage - Full Customer History
- NEmail & Text Deliverability & Tracking
- NVoiP Call Integrated Capability
- NFull Functionality & Unlimited Users
- NSingle or Multi Office Business Access
- NAnywhere Anytime - Device Access
- N100% Cloud - No Software Required
- N100% Availability & Dedicated Support
- NEliminate CRM, AMS, EDM, eSign & Prefill Costs
THE ULTIMATE PLAN
$139
Per User Per Month
After registering enjoy the first 30 days on us during the trial period or PAY NOW in-platform anytime!
- NComprehensive Lead Management
- NActions & Workflow Automation
- NIntegrated Quoting & Comparison
- NIntegrated Customer Communications
- NIntegrated Email Marketing
- NIntegrated Prefill Forms & Digital Signatures
- NUnlimited E&O Storage - Full Customer History
- NEmail & Text Deliverability & Tracking
- NVoiP Call Integrated Capability
- NFull Functionality & Unlimited Users
- NSingle or Multi Office Business Access
- NAnywhere Anytime - Device Access
- N100% Cloud - No Software Required
- N100% Availability & Dedicated Support
- NEliminate CRM, AMS, EDM, eSign & Prefill Costs
Hear what one of our happy Agencies has to say!
I have been using the system for a month now and feel like the client interfacing has been great. Areas that may have been forgotten in the past are all automated. Renewals are right on the dashboard, anyone that is in a canceled status is there as well giving us the ability to keep those hard-earned commissions.
Sam Bradshaw – Allied Pay Plan
Every Membership Includes
Monthly Subscription
Single fee per user
Responsive Support
Virtual and online
No complex packages
Full functionality – No add ons
Eliminate Software
CRM, AMS, EDM, Prefill & eSignature
Intuitive Quote Management
Inbuilt customer communications
Evergreen platform
Regular feature updates
Accessible 24/7
100% cloud SaaS software
Email Marketing
Instant Lead and customer nurture