THE OPERATING SYSTEM FOR BUSINESSES
SOFTWARE EXCLUSIVELY FOR BUSINESSES
- EASY SETUP Your bots can virtually configure themselves or our support staff is happy to help as well.
- NEVER DOWN Cloud-based automation means that regardless of where you or your team is – you have automation with a simple internet connection.
- ROLE SPECIFIC Your bots know who is using the software and what they need to see – you can tailor their experience to their role.
- SECURE Your bots gather information and think on your behalf and gather data in the most secure ways possible – surpassing bank-level security.
- INTEGRATED All of your automation and software tools can be at the same login, the same place and use the same process – greatly simplifying life.
Agency Marketing Plan™
Develop a master insurance marketing plan that will give each of your producers massive clarity and confidence to master customer acquisition.
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Agency Hosting™
Host any website or web-based platform with one easy-to-use platform – all of your servers and websites in one secure place.
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Agency Leads™ (Platinum)
Obtain the data and leads for your marketing plan through our big data that delivers in-market leads to any insurance office.
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Agency Lite Leads™ (Platinum)
This massive dataset of over 300 million records helps you search and find relevant contacts to become leads in any segment.
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AM Uniform CRM™ (Platinum)
Full scale and fully customizable CRM for marketing, sales, and customer support activity management – made for longer sales cycles.
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AM Activated Sites™ (Coming Soon)
Launch, activate, and manage all your socially-enabled websites and landing pages in one easy-to-use system.
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Agency Selling™
Sell insurance customers on autopilot via a step-by-step sales and application process – you have a qualification and selling system of your own.
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Agency Sales Analytics™
Measure every insurance sales metric including all marketing conversions and sales conversions in one place.
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Agency Focus™ (Coming Soon)
Stay on top of producer’s sales and business development activities, and see instant reports on sales activity management.
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Agency Academy™
Utilize proven training for insurance agents from the top experts in the industry. Attendees complete classes and test out on their own time.
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Agency Jobs™
This module will help you hire insurance producers, CSRs, etc. and manage the turnover at your business faster – saving valuable time.
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Agency Hire™
Automate and securely store all employee-related documentation for better speed, less headache, and a higher level of compliance in onboarding.
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Agency Train™
Run your own training portal so that you can fine tune your training process in order to ensure your teams and offices know how to run effectively.
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Agency Chart™
Visualize responsibilities and upline reports for your entire multi-location insurance organization – now roles are clear to all people involved.
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Agency H.R. Leads™ (Platinum)
This massive dataset of over 300 million records helps you find relevant hiring prospects for your recruiting needs across your agency.
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Agency Eval™ (Coming Soon)
Do employee evaluations and get reminded of when those evaluations are due on both the agency side and the employee side.
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Agency Plan™
Develop a completely custom checklist or planning process and create a custom tool that will give you and your team clarity and confidence.
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Agency Vendors™
Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business for your agency’s use.
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Agency Ideas™
Create a private forum for questions, support issues, customer service or otherwise across your agency and locations.
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Agency Drive™
Store your files so that all staff members and contractors can access the files needed to run all departments in your agency.
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Agency Logins™
Track and securely store all your logins to every software or online provider across the agency. Each staff member can customize their own logins.
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Agency Tasks™
Manage your “to-do lists” and tasks in this easy to use tool that helps your agency manage, categorize, and keep up with tasks according to priority.
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Agency Security™ (Coming Soon)
Visualize all security threats in your business and mitigate cyber, physical, and administrative threats to your agency.
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Agency Comply™ (Coming Soon)
Stay on top of compliance related to the insurance brokerage industry with easy uploads, alerts, and simple verification.
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Agency Balance™ (Platinum)
No need to log in to each bank account separately, simplify your process and view them all on one platform.
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Agency Scoreboard™ (Platinum)
Your accounting analysis tool that rides on top of your accounting system (QBO) to help you make the best decisions even easier.
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Agency Scorekeeper™ (Coming Soon)
Remove the manual work of bookkeeping and accounting and make your finances easy.
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Agency Loans™ (Coming Soon)
A network of lenders who can fund your business – one simple application leads you to the right lender.
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Agency CFO™ (Coming Soon)
Hire a CFO, controller or financial consultant to improve your agency through next-level consulting and tactical help.
Learn More“TOOLBOX is more than just a technology platform. It is an integrated system that includes implementation of the industry’s best practices, and today’s most advanced business growth strategies and resources.”
Rick Grossman Author of “The Franchise Bible, 8th edition”