For Insurance Agents
Your Own Client App.Built for Your Insurance Business.
Turn today’s prospects into tomorrow’s clients. Insurance needs change. Keep your app on their phone so when they need coverage, they come back to YOU — not another website.
Stay connected. Build relationships. Generate future sales, referrals & reviews.
Available for Apple & Android
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No app development required.
Benefits for the Agent
Stay Connected → Future Sales → Referrals → Reviews
- Stay connected with prospects and clients
- Turn today’s prospects into tomorrow’s clients
- Maximize the value of every prospect relationship
- Stay connected as their insurance needs change
- Generate future sales and cross-sales
- Generate referrals
- Generate more client reviews
- Keep your contact information at their fingertips
- Allow prospects and clients to easily contact you or request a quote
- Build long-term client relationships
- Available for Apple & Android
Stop Sending Clients Everywhere.
Give your clients one simple place to stay connected, share information, and communicate with you — instead of juggling texts, emails, and scattered files.
One place for your clients to
- Contact you
- Message you
- Access insurance information
- Upload insurance cards
- Upload policy documents
- Stay connected with their agent
How it works
Four simple steps from signup to inviting your first client.
Sign Up
Create your insurance agent account with your basic information.
Subscribe
Start free with a 14-day Pro trial, or choose AgentConnect or AgentConnect Pro.
Customize
Add your name, company, logo, photo, and contact information.
Invite Clients
Share your Agent Code or invitation link with your clients.
Choose your AgentConnect plan
Start free with a 14-day Pro trial. AgentConnect is for managing clients. AgentConnect Pro adds Prospects, CRM, and your public website.
Free
$0
14-day Pro trial included
- Agent profile and branding basics
- Client management and invites
- Client app, messaging, and documents
- Referrals, reviews, and booking links
- 14-day AgentConnect Pro trial included
AgentConnect
$19.95/ month
- Everything in Free
- Core client management for your book of business
- Account, billing, and client activity emails
AgentConnect Pro
$29.95/ month
- Everything in AgentConnect
- Prospects, CRM pipeline, and activities
- Opportunities
- Public agent website and lead capture
- CRM and website enquiry emails
Compare plans
| Feature | Free | AgentConnect | AgentConnect Pro |
|---|---|---|---|
| Agent profile | Yes | Yes | Yes |
| Client management | Yes | Yes | Yes |
| Client app | Yes | Yes | Yes |
| Client invites | Yes | Yes | Yes |
| Messaging | Yes | Yes | Yes |
| Documents | Yes | Yes | Yes |
| Referrals | Yes | Yes | Yes |
| Reviews | Yes | Yes | Yes |
| Booking | Yes | Yes | Yes |
| Prospects / Leads | — | — | Yes |
| CRM pipeline | — | — | Yes |
| CRM activities | — | — | Yes |
| Opportunities | — | — | Yes |
| Public agent website | — | — | Yes |
| Website lead capture | — | — | Yes |
| Account and billing emails | Where applicable | Included | Included |
| Trial emails | During 14-day Pro trial | — | — |
| CRM emails | — | — | Included |
| Website enquiry emails | — | — | Included with website |
| Client activity emails | Where you have client access | Included | Included |
During the 14-day AgentConnect Pro trial, Pro email categories apply.
Ready to Offer Your Own Client App?
Stay connected. Build relationships. Generate future sales, referrals & reviews.
Get AgentConnect