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What is Agentero?

Independent insurance agents utilize Agentero to boost their income, manage their time more effectively, and deliver an outstanding customer experience. Our platform integrates smoothly with your current technology, aiming to modernize your processes and guide you toward substantial growth. This comprehensive solution grants you the authority to shape your agency's future. Upgrade your agency with features like a predictive pipeline, smart workflows, and a customized app that meets your specific needs. We are dedicated to pioneering advancements for independent agencies, creating innovative solutions while ensuring your technological resources operate at peak performance. The predictive pipeline transforms your existing data into actionable insights, helping you identify cross-sell, up-sell, and other opportunities exactly when they arise. With our intelligent workflows, you can enhance efficiency by using a sophisticated set of client interaction tools that simplify communication, automate repetitive tasks, and reduce busywork, enabling you to concentrate on the core aspects of your business. By adopting Agentero, you not only prepare your agency for survival but also empower it to flourish in a competitive landscape, ensuring long-term success and sustainability. Consequently, your agency can adapt quickly to market changes while maintaining high levels of customer satisfaction.

What is AgentOne?

Accelerates delivery times and encourages the implementation of STP tools, providing outstanding insight into agent performance, sales progression, and various other metrics. It leverages data to identify evolving customer needs and encompasses a range of functions including field underwriting, quotations, e-Applications, status updates, e-Delivery, and more. The goal is to enhance workflow efficiency and optimize lead management, enabling opportunities for cross-selling and upselling. Additionally, it supports the sharing of case statuses and the generation of comprehensive reports, all within one cohesive platform. This integration not only streamlines operations but also promotes informed decision-making throughout all teams involved, ultimately leading to a more agile business environment.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Agentero

Date Founded

2017

Company Location

United States

Company Website

www.agentero.com

Company Facts

Organization Name

iPipeline

Date Founded

1995

Company Location

United States

Company Website

www.ipipeline.com/products/agentone/

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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