Agent to Agency QL
Build. Own. Lead.
A Custom Online Platform For Insurance People
Build your insurance platform. Own your online space. Lead your business with confidence from anywhere.
Katrina Bui | Insurance Broker
"This is the best way... thank you for pushing me to get this done"
Ā
www.assetsshield.com
Richard Anderson | Ins. Broker
"I am very happy with this product."
Ā
www.richardandersoninsurance.com
All the Features You Need To Grow Your Insurance Business Online
Domain Names
Use one a domain you already own, so your clients know who they are buying from.
Quote & Application Form
You can send clients your link and form will get pushed to your email from your online platform to notify you.
Agent Portal
Organize your insurance carriers in one place for easy access to all of them. Saving you time and effort.
Remote Access
Have the ability to present and showcase your portfolio of products to you clients remotely.
Control
Control your online agency with the click of a button. Adding and removing features or restricting access.
Duplicatable Sites
For an agency with a team of agents, allow your team to have their own online profile and unique link to share.
Secure
Every site is protected and encrypted with SSL technology to secure your clients information.
Customizations
Our software allows for any insurance agent or agency to design their platform with any products or team size.
24/7 Customer Support
You will have access to our support team by email. We will be able to fix/edit your platform within 24 hours.
Select Your Plan
Join us for these amazing benefits for your insurance business.
Pro-Broker Plan
For independent insurance brokers
with a team of 2 or less
$89.00
per month
ā 24/7 Customer Support
ā Quote & Application Form with unlimited submissions
ā Branded with your logoā Agent Portal/Carrier Organizer
ā Unique Link with custom URL with your domain
ā Access to member portal
ā Duplicatable smart site for 2 team members or less w/ names and custom pictures
ā Ability to add or remove members
ā Ability to upgrade
ā Access to member portal and special offers
Recommended
Enterprise-Broker Plan
For medium size insurance brokers
with 3-9 team members
$179.00
per month
ā Pro-Broker Plan Features
ā 24/7 Customer Support
ā Quote & Application Form
with unlimited submissions
ā Branded with your logoā Option to remove Cognito database branding on forms
ā Agent Portal/Carrier Organizer
ā Unique Link with custom URL with your domain
ā Access to member portal
ā Smart duplicatable site for 3-9 team members w/ names and custom pictures
ā Ability to add or remove members
ā Ability to upgrade
ā Access to member portal and special offers
Custom-Broker Plan
For Larger sized insurance brokers
with 10+ team members
Inquire Price
per month
ā Enterprise-Broker Plan Features
ā 24/7 Customer Support
ā Quote & Application Form
with unlimited submissions
ā Branded with your logoā Option to remove Cognito database branding on forms
ā Agent Portal/Carrier Organizer
ā Unique Link with custom URL with your domain
ā Access to member portal
ā Smart duplicatable site for custom number (10+) of team members w/ names and custom pictures
ā Ability to add or remove members
ā Ability to upgrade
ā Access to member portal and special offers
FREE GUIDES:
- 100+ PROVEN STES FOR YOUR ONLINE AGENCY
- PROVEN SALES PRESENTATION METHODOLOGY
- FORMULA (B)(B)=C3
- and much more...
Your Insurance Business At The Palm Of Your Hands & On The Go.
Build, Own & Lead your insurance business remotely.
