AGENCYMATE PLATFORM FEATURES
Just Imagine…
Automated lead capture in minutes.
Daily action list for each Agent at their fingertips.
Every communication is now 2-way in real-time.
Intuitive Agency performance reporting at Agent and Agency level.
Complete audit trail to analyze agency productivity and complete record of truth across all customer interactions history.
Did we mention your Agency also has the ability to work remotely anywhere at any time?
Evergreen Platform
AGENCYMATE is a cloud Software-as-a-Service Insurance Agency solution which means you gain the benefits of an evergreen platform
with regular feature updates available to all users of AGENCYMATE.
Set up in under 3 minutes*
Solutions in one platform
Cloud Availability
Years delivering great experiences
*based on an Agency with 2 users, in a single location accessing 2 carriers.
ALL-IN-ONE AGENCY MANAGEMENT
ONE PLATFORM

INFINITE POSSIBILITIES
AUTO-LEAD CAPTURE
AGENCYMATE has listened to Agents and the fundamental part of any successful Agency is Lead Management. You need leads in order to engage, convert, prosper! For this reason, AGENCYMATE provides website lead form integration inbuilt to automatically capture leads directly to the AGENCYMATE platform into your Agency lead sales funnel.
AGENCYMATE speeds up the lead response time even further by auto-allocating leads to Agents to action straight away. This ensures guaranteed service response.
Furthermore, Lead Management is all governed by workflow.


CUSTOMIZABLE WORKFLOW
- Lead nurture workflows
- Individual team member action lists
- Communication workflow
Smart Download capability
As part of making your Agency deliver fast carrier quotes to your prospects and customers, AGENCYMATE provides seamless integration of carrier quotes and supporting documents straight into the AGENCYMATE platform.
The best bit? We even collate all document into sequential order ensuring your team always have consistent quote and policy information, to ensure your customer is always fully informed.


Real-time Communications
AGENCYMATE has full communication & delivery capabilities across all core Agency business functions.
Full communications package includes:
- Day to day in platform conversations between your team
- Lead nurture communications
- Quote correspondence including inbuilt digital signatures
- Policy reminders and alerts
- Email Marketing
Traditionally an Agent has to think about which communications come from what platform, such as; AMS, CRM, Email Marketing, eSignatures, Outlook. AGENCYMATE eliminates that challenge and empowers you with a robust compliant all-in-one communication platform.