We've got the answers to all your questions - and some you'd never think to ask. If you have a question that isn't listed, please feel free to contact support using any of the methods listed to the right.
In order for you to take full advantage of the software and systems, please make sure you have the minimum requirements for your computer:
Yes, AgencyIntelligence is fully scalable from one user to thousands of users. As a single user, you will have administrator access. As your agency grows, you can add multiple access profiles to your account.
AgencyIntelligence features a flexible, 6 month subscription plan. Accounts will be billed on a monthly basis.
Yes, AgencyIntelligence allows you to import your current clients and policies making the migration to our system seamless.
AgencyIntelligence allows you to digitally attach any document to a lead, client and policy. You can also attach licensing, E&O and vendor documents into the system.
There are 3 different ways to import leads into AgencyIntelligence. You can do a bulk lead import, manually add them or do a real-time post. Request a live demo to see this in action.
AgencyIntelligence is a cloud based solution for insurance agencies, so there is no need to download any software to your computer. You can access AgencyIntelligence anytime and anywhere you have a high speed internet connection.
Yes, AgencyIntelligence allows you to split commissions on a percentage basis. Commissioning rules allow the agency to split commissions across hierarchy levels.
Yes, AgencyIntelligence has the capability to keep all of your licenses electronically on file. In addition, the system implements rules to only allow you to sell in states you are licensed in.
Call campaigns can be setup to allow agents access to leads. Paramaters within the call campaign can be used to segregate leads by state, type, source, etc.
You can pull a production report with criteria ranging from all agents, to a single agent with an individual plan within a specified date range.
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