AgencyNOW Mobile CRM

AgencyNOW is a powerful cloud and mobile solution for insurance agents

AgencyNOW is a powerful cloud and mobile solution which allows users insurance agents to manage their customers, policies and activities all within one place.

• Ability to sort and view Companies and Contacts by their Geo Stamp Location

• Store files against any record, including photographs, emails and Microsoft Office documents

• Manage and update activities which sync directly to the user’s calendar

• Capture and manage contact and company relationships

• Follow-up on leads in a simple, easy-to-use platform

• Manage your sales pipeline with a fully configurable sales funnel