AgencyRoot is a management system built for crop insurance. We simplify the crop insurance process, creating a shared digital workspace that services all AIP's.
Manage Customers & Prospects with Ease
AgencyRoot includes a full prospecting and customer management system that allows you to capture all information about your customers and prospects.
• Unlimited Customers
• Custom Reports & Filters
• Customer Segmenting & Grouping
Take Your Paperwork from File Cabinets to the Cloud
Take your documents digital with AgencyRoot's policy document storage capabilities. Quickly create lists of uploaded and missing documents.
• Unlimited Documents
• Securely share documents with your AIP’s, underwriters & customers
• Digital Signatures (Add-On)
Communicate & Recall Activities Quickly
Archive all customer interactions so you never forget what you've talked about with a customer, and set follow-up reminders for yourself or others on your team.
• Track Emails, Phone Calls, Texts, and Meetings
• Set Reminders to Follow-Up
• Reduce Errors & Omissions
AIP Integration
Policy data and documents can be added to AgencyRoot now, but we’re working hard to get your data to flow into AgencyRoot automatically from all approved insurance providers (AIPs) directly! Once we’ve got all the providers on board, you can work with any company, and have all your policy data in one place, and in one format.
Customize the Software
Every agency is different. Most of the features in AgencyRoot are optionally customizable for your agency, including the AIP’s you work with, policy types, document types, customer segments, and more.
Increase Your Agency’s Value
Agencies that use a customer management system are more attractive to potential buyers. Using an industry-standard system such as AgencyRoot will give your successors confidence, whether it’s a family member or an outside purchase.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Dallas, Texas, Us
- Phone
- 512-797-9732
- he****@****oot.com
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- agencyroot.com
- Keywords
- crop insurance, cloud, software, agency management, CRM, customer management, agriculture, big data, precision ag, mpci, consulting, quoting, rating, crop, insurance.
- HQ
- Dallas, Texas
Agencyroot Questions
Agencyroot's helpline number is 512-797-9732
Agencyroot's website is agencyroot.com
Agencyroot's LinkedIn profile is https://www.linkedin.com/company/agencyroot
Agencyroot has
5 employees.
View email and phone details for 5
employees at Agencyroot.
Agencyroot's industry is
Insurance
Agencyroot's support email address is hello@agencyroot.com
Agencyroot's categories are Insurance
Agencyroot's founding year is 2017
