AgencyOS

AgencyOS puts everything you need to run your insurance franchise right at your fingertips. From carrier management to marketing resources, stay productive whether you're in the office or on the go.

🔍 COMPREHENSIVE CARRIER MANAGEMENT

• Search hundreds of insurance carriers instantly
• Filter by state, line of business, and carrier type
• View detailed carrier requirements and contact information
• Check your current carrier appointments in real-time
• Request new appointments with a single tap
• Access carrier portals and quoting platforms directly

📱 REAL-TIME PUSH NOTIFICATIONS

• Get instant alerts for important agency updates
• Receive notifications about new carrier appointments
• Stay informed about policy changes and requirements
• Tap notifications to jump directly to relevant content
• Customize notification preferences in app settings
• Never miss critical information again

🏢 AGENCY OPERATIONS & MANAGEMENT

• View and update your agency profile
• Access comprehensive agent resource library
• Order equipment and office supplies
• Submit service requests and track status
• View agency performance metrics
• Manage franchise operations efficiently

🔐 ENTERPRISE-GRADE SECURITY

• Secure single sign-on with Okta and Microsoft
• Biometric authentication (Fingerprint / Face ID)
• Encrypted data storage and transmission
• Protected credential management
• Enterprise compliance standards
• Your data stays secure

💬 INTEGRATED SUPPORT & COMMUNICATION

• Live chat support via Amazon Connect
• Get help when you need it
• Quick access to key contacts
• Direct communication channels
• Expert support team available

🎨 MARKETING & BRANDING RESOURCES

• Brand-compliant marketing materials
• Professional email signature templates
• Social media graphics and templates
• Company store for branded merchandise
• Marketing campaign resources
• Maintain consistent branding

⚡ QUOTING & TECHNOLOGY TOOLS

• InsuredMine integration
• QuoteRush platform access
• EZLynx connectivity
• Microsoft 365 integration
• 1Password secure access

📅 CALENDAR & EVENTS

• View franchise calendar events
• Add events directly to Outlook
• Track important dates and deadlines
• Never miss agency meetings or training

✨ KEY BENEFITS

STAY CONNECTED: Push notifications keep you informed of critical updates wherever you are.

WORK ANYWHERE: Full mobile access means you're never away from your agency operations.

SAVE TIME: Find carriers, request appointments, and access resources in seconds instead of minutes.

STAY COMPLIANT: Access up-to-date carrier requirements and franchise guidelines instantly.

GROW FASTER: Streamlined operations mean more time selling and less time searching.

PROFESSIONAL IMAGE: Brand-compliant materials ensure your agency always looks its best.

WHO IS AGENCYOS FOR?

AgencyOS is built specifically for We Insure Group franchise agents. Whether you're a new agent setting up your agency or a veteran managing multiple locations, AgencyOS provides the tools you need to succeed.

WHAT'S NEW IN VERSION 1.2

• First version of the mobile app is live!
• Push notifications for instant updates and alerts
• Enhanced analytics and performance tracking
• Improved user interface and navigation
• Better search and filtering capabilities
• Faster loading times and improved stability
• Deep linking for quick access to content

REQUIREMENTS

• Android 7.0 or higher
• Internet connection required
• We Insure Group agent credentials

SUPPORT

Need help? Our support team is ready to assist you:
• Visit: https://os.weinsureagent.com/status
• Live chat available in-app
• Email support for We Insure agents

Download AgencyOS today and experience the future of insurance franchise management. Join thousands of We Insure agents who are already working smarter, not harder.

We Insure Group - Empowering Independent Agents Since 2009