Industry-leading software built by agents, for agents.
AgencyRoot is an agency management platform that specializes in document management and agency collaboration, while keeping your policies at the forefront of your work.
Store all of your agency’s documents in one place with AgencyRoot. Create custom document types to fit your Agency’s needs.
Upload, view, and manage policies from ALL of your AIPS, seamlessly. Our policy dashboard takes every policy in your agency and allows you to view them in digestible, logical ways. Create custom views to make getting to the right information a breeze.
Keep in touch with the latest on your coworkers and customers with our tasks and communications log.
In addition to our agency management system, AgencyRoot offers several tools and services that help your agency succeed.
This form is a direct way to get in contact with the AgencyRoot team. If you would rather, sent us an email or give us a call using the details below. We look forward to getting to know how we can help your agency.