Make the move to power up your agency

Subscribe and get access immediately. We recommend scheduling a demo with a member of our team for a proper introduction.

AgencyRoot Platform Subscription

This plan is the baseline subscription for our services.


per user, billed monthly, quarterly, or annually.

Features include:

  • The AgencyRoot Platform

  • Unlimited doc storage

  • Unlimited policy storage

  • Collaboration tool suite

  • CountyPro


You've got questions, and we have the answers.

What other products do you offer?

We offer a variety of other, additional products that agencies can purchase. The full list of other products that can be purchased is as follows:

For more information regarding these products and their pricing, please reach out to us. We would love to answer any specific questions you might have, and get you started today!

Is my data safe and secure in AgencyRoot?

The security of your and your customers' data will be the last thing on your mind when you use AgencyRoot. We offer state-of-the-art security in the world's most respected data storage centers, complimentary with every AgencyRoot subscription. If you are looking to know more about our security processes, send us an email for more specific details. There is no additional fee regarding data security. We understand the sensitivity of personal data and have several measures to protect it, including password requirements and log-in timers. Check out our privacy policy for more.

Does AgencyRoot require commitment to any contracts?

No, we offer a monthly subscription with no commitment; this means you can sign up or cancel at any time. In addition, please review our terms of service and privacy policy.

Can I add or remove users from my agency at will?

We have no restrictions regarding adding or removing users from your personal agency. At any time, you can register a new user or inactivate an existing user and your bill will be prorated accordingly. This is a simple and quick process - we want you to feel in control of your agency at all times.

Contact us

Do you have any questions? Looking for a demo? Let us know!

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.

Thank you! We will get back in touch with you within 48 hours.
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