AgentOS - Runs the agency
Run the whole agency from one screen.
AgentOS replaces the group chats, spreadsheets, and sticky notes with a real operating system: sales pipeline, recruiting pipeline, team comms, and production tracking that agrees with itself.
- Sales pipeline built for insurance
- Recruiting pipeline for growing the downline
- Team comms in one place
- Production tracking per agent and per team
Pipeline built for how policies actually move
Stages that match the real life of an insurance sale: lead, contacted, appointment, application, issued, paid. Drag, drop, and always know exactly where every deal sits and who owns it.
Recruiting pipeline
Building the agency means building the team. Track candidates from first conversation through licensing, contracting, and first sale, with the same rigor you apply to policy pipeline.
Comms that live with the work
Announcements, one-on-ones, and team threads attached to the actual records they concern. No more scrolling a group chat to find the carrier update from three weeks ago.
Production tracking that agrees with itself
Submitted, issued, and paid production per agent, per team, per carrier, per week. One source of truth for the scoreboard, the bonus run, and the hard conversation.
Built for first-year teams
AgentOS assumes new agents, fast growth, and constant onboarding. Defaults, views, and workflows are tuned for agency builders scaling first-year life insurance teams, not for enterprise sales ops.
Works with the rest of the platform
See AgentOS on your own book.
Book a walkthrough and we will map it to your carriers, your team, and your lead flow.
Book a demo