AgencyOne CRM is the complete platform for the independent agency — CRM, comparative rater, commissions, COIs, a client portal and more — deployed on your own server, branded as your agency, and run for you.
Every screen on this page is a real screenshot of AgencyOne CRM running — nothing staged.
No duct-taping five subscriptions together. It's all one system — and it's all yours.
Quote personal auto & home across your carriers in one shot, premiums side by side.
Clients, policies, documents, leads and pipeline — the whole book in one searchable place.
Statements parsed automatically, splits calculated, a producer report that always ties out.
Issue ACORD 25 certificates in seconds — or let clients self-issue from their portal.
IVANS and nightly document harvest file dec pages straight onto the right client.
Your customers log in to view policies, grab ID cards, and request certificates themselves.
A full email client built in, in your agency's colors — desktop and mobile.
Birthday & holiday touches, renewal check-backs and thank-yous, sent for you.
Import a quote from a photo, look up a business, parse a document — built in.
You focus on the agency. We handle the software.
A short setup form — your brand, your carriers, your logo. We even move your existing book over.
On your own server, branded as your agency, with your quoter and integrations wired in. You get logins.
One monthly fee, everything included, updates pushed automatically, real support behind it.
Every AgencyOne CRM install ships with the full core platform. A few power features are optional add-ons — no surprise line items.
Most of this industry hides its price behind a sales call. We don't — it's right here, and it's not going to change once you're on the phone with us.
Flat. Everything in "What's included," standard.
Doesn't include your own Quotamation API contract, or — if you turn on the commercial rater — your Bold Penguin appointment. Those are between you and them.
Ready to buy → Got more questions? Schedule a demoTell us a little about your agency and we'll give you a live tour of AgencyOne CRM — and talk through exactly how a switch would work for you.
Pick a time — a 45-minute walkthrough over Google Meet.
Thanks — we'll be in touch within one business day to set up your walkthrough.