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!


From $99*

Per User Per Month (*Based on a 24-month subscription plan)

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