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)

We’ve been very fortunate over the past 2 years that AgencyRoot was introduced to the market... (Read More)

— Agent (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)

I pulled up my customer in AgencyRoot before I called them yesterday. Another person had logged a communication that I was not aware of. This gave me insight and helps us work together as a team. It makes us smarter and better agents.

— Don Heller (Texas)