Agent Book CRM helps insurance agencies manage leads, clients, policies, opportunities, tasks, documents, email, and support in one workspace.

What you can do in Agent Book CRM #

With Agent Book CRM, you can:

• Track leads and clients
• Store policy details
• Manage opportunities and applications
• Create tasks and follow-ups
• Upload documents
• Send emails and use templates
• Customize CRM settings
• Submit support requests

Main areas of the CRM #

Dashboard #

The dashboard gives you a quick view of recent activity, upcoming tasks, and important items that need attention.

Leads and Clients #

Leads are prospects you are still working to convert. Clients are active records for people you are servicing.

Policies #

Policies store coverage information such as carrier, plan name, plan ID, policy number, enrollment code, premium, effective date, and status.

Opportunities #

Opportunities help track pending applications, quotes, and potential policies before they become active policies.

Tasks and Calendar #

Tasks and calendar tools help you track follow-ups, due dates, appointments, and reminders.

Documents #

Documents let you store files related to leads, clients, policies, and other records.

Support #

Use the Support page inside Agent Book CRM to submit support requests, attach screenshots, and review ticket replies.

Need help? #

Open the Support page inside Agent Book CRM to contact support.