Keeping up with all of your customers while your team stays in the know has never been easier. AgencyRoot uses logical processes and tools to alleviate your problems and frustrations.
AgencyRoot helps you track and analyze all the interactions you have with your customers, prospects, and AIP’s. It is hard to remember every conversation but with AgencyRoot you can. It retains notes all in one place and is a quick reference to claims history, and details for every policy in seconds.
Templates can be created and used to guide you through complex processes during each season of sales, acreage, and production; at AgencyRoot we call these workflows. Our workflows can be used to help you automate agent activities, and they are completely customizable for each agency.
All your paperwork and policy details are visible in one spot, no matter which AIP you are writing with, inside of AgencyRoot. We even provide an option for digital signatures to save you and your producers time and frustration. When your producer signs paperwork on their phone or laptop, it immediately is filed back within AgencyRoot and you are notified.
Access important customer information from any device with a web browser. Our tools keep you informed on recent info regarding your customers.
Your customers have independent logins so they can access their information anywhere, at any time.
Our workflows help keep you on track to success. Never miss a beat in your day-to-day.
Our suite of tools allow you to show your customers exactly what they need and why. Let the data sell itself.
This form is a direct way to get in contact with the AgencyRoot team. If you would rather, send 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.
PO Box 38033, Dallas, TX 75238
+1 (765) 267-3437