AgencyRoot Information

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.