AgencyVertexRun your whole agency from one calm, fast app.
Customers, policies, multi-carrier quoting, renewals and marketing, built for independent insurance agencies of one to five people. Use it next to your current system, or as your system.
Everything a small agency does all day
No clutter, no setup maze. Everyday tools live inside the app, so your team doesn't have to leave it.
Customers & policies
Households and businesses, policies, claims, contacts, notes and documents, in one profile.
See the risk
A 3D view of each home and vehicle flags roof age, coverage gaps and umbrella opportunities.
Quote every carrier once
Pick the carriers, and the Quote Helper fills each carrier's site and brings the price back.
Personal & commercial
Auto, home and commercial lines side by side, with buildings, fleets and class codes.
Renewals & My day
Upcoming renewals, tasks and a calendar, so nothing slips through the cracks.
Campaigns
Email campaigns and automatic reminders, in English or Spanish, to the customers you choose.
Inquiries & reports
Ask your book anything ("open quotes older than 14 days") and export to Excel.
Billing & commissions
Invoices, receipts, pay-online links, carrier commission schedules and producer splits.
Stop retyping the same customer into every carrier
The AgencyVertex Quote Helper for Chrome and Edge sits beside the carrier's own site.
- Fills each page from the customer's profile: applicant, prior insurance, drivers, vehicles, coverages.
- Flags anything it couldn't fill, so nothing is missed.
- Saves the price and quote PDF back to the customer, ready to compare.
- You stay in control. It never submits anything for you.
Be one of our first agencies
We're working closely with a small group of independent agencies. You get hands-on setup, help importing your book, and a direct line to the people building it.
Get early access