Store and organize documents how you want to. AgencyRoot enables you to do the best work you can through our document and collaboration systems.
Share with underwriters, claims personnel and insureds quickly. Secure document emails can be generated from AgencyRoot but sent through your standard email clients as usual, via secure link, rather than a PDF. You can also view historical versions of documents if they have been changed or corrected when the need arises.
These days we are not always working from the office, and everyone gets busy, so we give your team visibility within AgencyRoot. Administrative staff can access information for the entire agency, creating efficiencies and saving headaches for everyone involved.
Always be prepared and ready for your daily and seasonal tasks. Missing deadlines are a thing of the past. As you are working in the AgencyRoot platform we give users the opportunity to create a task for themselves or another member of the team.
Our documents dashboard is your document hub. Track document statuses, view missing document reports, and quickly upload any kind of document.
AgencyRoot comes with a full-service digital signatures feature, included in our platform.
Our Workflows act as customizable checklists that make monitoring work processes a breeze.
View policy data from your agency immediately, from any AIP, with our policy dashboard.
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