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ENGAGE

COMMUNICATE WITH YOUR LEADS AND ENGAGE IN ANY CHANNEL TURNING THEM INTO PROSPECTS

CONVERT

OBTAIN AND COMPARE QUOTES, REVIEW AND RECOMMEND OFFERS, CONVERT YOUR PROSPECTS INTO CUSTOMERS

PROSPER

TRANSACT AND DELIVER POLICIES, ARCHIVE ALL CUSTOMER INTERACTIONS HISTORY ENSURING YOU COMPLY AND PROSPER

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WHY SUBSCRIBE TO MULTIPLE SOFTWARE SUBSCRIPTIONS WHEN YOU ONLY NEED ONE?

Insurance Agencies no longer need a separate CRM, AMS, Email Marketing and eSignature software applications to manage leads and nurture prospects. AGENCYMATE all-in-one platform delivers fast and accurate lead-to-quote-to-sale insurance policy service excellence.

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Hear what one of our happy Agencies has to say!

“I was able to setup my agency in just about an hour. My staff was able to process business within 30 minutes and the CRM communications within the system are far better than any AMS I have seen before. I was on Agency Matrix and Hawksoft over the last 5 years. My agency has 10 locations operating in 7 states and the implementation has gone great. Thanks for a great program.”

Greg Taylor – GEBCO

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AGENCYMATE is powered by CoTé Software & Solutions – a technology company providing Enterprise Experience Management Software-as-a-Service via its scalable virsaic™ platform, supported by managed services and digital transformation solutions. CoTé Software & Solutions help organizations solve challenges and increase engagement from Customer Experience, Business Experience through to the Employee Experience.

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