Agent Sites NOW Agency Suite
AGENT SITES NOW · AGENCY SUITE

Everything your
agency does.
Coming together.

One workspace for your people, communications, creative work and agency operations.

Open your suite Explore the eight modules ↓

Build 4 of 14 · Recruiting and Agency Management ready · 10 builds remaining

CONNECTED BY DESIGN 01 / 08
Your agencyOne shared foundation
People
Create
Connect
Grow
Eight tools. One direction.Designed around the way your agency works.
A shared agent profile Access by role Central administration Connected workflows
THE COMPLETE PICTURE

Eight connected workspaces.

Agency Management and Agent Network NOW are available now. Six more modules are planned, each released and tested in its own build.

Available · Build 3

Agency Management

Agents, staff, carriers, contracts and assignments.

See the workflow
Available · Build 4

Agent Network NOW

Recruiting prospects, conversations, follow-ups and agency handoffs.

See the workflow
Planned · Build 5

Document Studio

Editable flyers, letters, templates and shared brand assets.

See the workflow
Planned · Build 6

Email Campaigns

Audiences, email design, sending and campaign reporting.

See the workflow
Planned · Build 7

Member Notices

Assigned members, service notices, texting and replies.

See the workflow
Planned · Build 8

Mailers

Mail orders, counts, proofs, approvals, invoices and meetings.

See the workflow
Planned · Build 9

Giveaways

Registration, tickets, prizes, drawings and saved records.

See the workflow
Planned · Build 10

Commissions

Statement imports, reconciliation and agency income reporting.

See the workflow
FROM FIRST CONNECTION TO FOLLOW-UP

Less retyping.
More working together.

01

Bring your team together

Manage agent profiles, licenses, contracts and assignments in the shared agency directory.

02

Create and coordinate

Design an invitation, connect a meeting and prepare mail, email or member communications.

03

Follow the results

Connect registrations and follow-ups while preserving each contact’s communication permissions.

Connected workflows are planned for later builds. Giveaway entry will remain separate from marketing permission.

AGENCY SUITE ●

Your next step,
at your fingertips.

WorkspaceYour agency overview
People Studio Notices Giveaways
BUILT FOR YOUR HOME SCREEN

A mobile experience.
Your own app icon.

Open the suite from your home screen, with navigation designed for a phone and a layout that adapts to your desktop.

  • Touch-friendly menus and controls
  • A distinct Agency Suite name and icon
  • A helpful offline screen when your connection drops
Installation instructions

Phone illustration shows the intended module layout. The suite requires an internet connection for workspace tasks.

A SEPARATE, FRESH INSTALLATION

One foundation. Room to grow.

Build 4 adds recruiting pipelines, conversation history, follow-ups, reviewed CSV imports and agency handoffs alongside your agents, carriers, licenses, contracts and shared release tools.

Enter your suite