AgencyRoot takes your existing processes and transforms them into effective, efficient, and easy routines. Upload all of your documents to the AgencyRoot cloud for easy access at any time. Keep track of all the important data your agency has in one place. Work in sync with your team from any location.
Let us show you how we work to take your agency to the next level.
Store all your documents in one place, on the cloud. Share and sign with our eSignatures.
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Work together with your agency team. Build up shared processes and routines.
AgencyRoot provides an all-inclusive document system to your agency as part of your subscription. Our system allows you to easily manage your documents, and allows your team full control over every document in the system.
All documents on AgencyRoot are uploaded to the cloud. This means you can securely access them from anywhere, on any computer, at any time.
Send out documents via email to receive legally-binding signatures anywhere, to anyone. Say goodbye to your digital signature subscriptions.
Keep track of where your documents are at with our document statuses. Statuses change automatically based on who has signed them and when.
Think of workflows as a checklist, except a checklist that you can apply across your agency to any of your contacts, entities, or policies. Workflows can be completed as a team effort, by anyone with access. Track important information on a seasonal basis.
No matter who makes the call, you can be sure that you will have the latest information with our communications log system. Anyone with access to a customer can add notes and important details to the log to make certain that everyone is in the loop. Track personal details, notes on a farm or ranch, and anything in between.
Assign tasks to yourself and your team to make sure the job gets done. Monitor your agency's progress from a single dashboard.
No matter what customer, no matter what AIP, you can upload and view any policy to AgencyRoot. Our system works seamlessly whether you work with one AIP or all of them.
Using our policy dashboard, we help you to sort and make sense out of all of your customers' policies. Look back at historical policy data from different reinsurance years.
AgencyRoot helps you to take control and manage your policies just how you want to. View coverage details, attach documents, take down notes, and even assign AgencyRoot Workflows to certain policies.
Tasks are synced to your iOS Reminders app to help you efficiently run your day
Access all of your contacts' information faster than ever before
Record all of your interactions from the convenience of your phone
