AgencyIntel

AgencyIntel is a management system created by insurance agency owners for other agency owners. It is meant to cover the running of the whole agency in one place.

What AgencyIntel offers

• Policy tracking — keeps a record of the policies the agency handles.
• Commission management — follows commissions owed and earned.
• Agent management — holds information about the agency's agents.
• Document management — stores agency documents.
• Reports and analysis — straightforward reports and custom analysis.
• Customisation — the makers invite customers to suggest ideas and turn them into features.

Who it works with

Owners of insurance agencies. The makers stress that reports and custom analysis matter to any well-run business, and they offer personal customisation so that an agency can shape the system around its own way of working.