After 15 years of running our agency from spreadsheets that either get lost or outdated, we designed the first agency management tool specifically for the Crop Insurance Industry.

— Chris & Denise Webb

AgencyRoot has a dedicated team of software developers with experience in crop insurance

39 States

Servicing agencies across the nation

$250M +

in Crop Insurance policies managed

Customer Connection

Standardize your agency’s Customer & Prospect database
Centralize phone calls, emails, and notes
Simplify the process for finding past communications with customers

Powerful Document Management

Secure your policy documents in the cloud, with unlimited storage
Find documents quickly and identify missing policy documents
Share documents with clients and underwriters

Collaborative Agent Tools

Policy Data

AgencyRoot is the only commercial software that syncs your customer and policy data from your AIPs.

Tasks

Gain efficiency by assigning reminder tasks for yourself and your colleagues.

Workflows

Processes can be created to map your real-world sales, policy management, and spreadsheets into a centralized real time format across all users.

Segments

Group & tag customers into categories for quickly making phone lists, sending out mailers, and refining your sales & customer management processes.

Customization

Every agency is different. Most of the features in AgencyRoot are tailored for YOUR agency, from AIPs you work with, policy types, document types, customer segments, and more.

Work from ANYWHERE

To Dos

Tasks are synced to your iOS Reminders app to help you efficiently run your day

Contacts

Access all of your contacts' information faster than ever before

Notes

Record all of your interactions from the convenience of your phone

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Recent Testimonials

The AgencyRoot platform has been a huge blessing to our agency. It has far exceeded our expectations. At its core it helps us aggregate policyholder information across multiple insurance companies, but it goes beyond that with the addition of customized tools that allow us to seamlessly create illustrations of insured policy options. This better-enables our agents to help the insured visualize how the different polices work as well as select the policy that is ideal for their farm. Feedback from our agents indicates that they are very pleased and are realizing a large gain in efficiency.

— Brian Freise, AgPerspective Inc. (Illinois)

I just wanted to tell you that I really like this program!! It is really easy to use!! I absolutely love that you can make changes and the program is smart enough to know to change all the previous information!!! For example we have some policy holders that had a name change between fall and spring sign up and the system knows to put those together!! Yes!

— Agent (Texas)

Consulting

Custom Agency Tools

Leverage data stored in the AgencyRoot Platform to generate custom reports, web-based analysis tools, Excel tools, mobile apps, and more that are exclusive to your agency.

Quoting Products

We offer unique quoting products for certain federal insurance products that allow agents to use one system for all their customers instead of multiple different quoting applications for each company. Agents get the added benefit of using their own branding on their quotes.

API Data Services

Our platform and consulting projects require a massive amount of crop insurance program data, weather history, and other datasets. These datasets can be accessed directly by your applications via our secure API.

Pricing

Platform

$50 per month per user

No Annual Contract

Regular Updates

Web & Mobile App Access

Email & Phone Support

Register

Consulting

Leverage crop insurance data into customized web & mobile applications that are exclusive to your Agency.

Custom Reports (Excel, PDF, etc.)

Quoting Tools

Historical Analysis Tools

Request a Quote

Contact us

Contact Info

1601 Elm Street FL33
Dallas, TX 75201

support@agencyroot.com

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