Agentivo: Insurance CRM

Now on iPad! Native sidebar navigation, docked lead & renewal details, one-time pricing (no subscription) — built for Malaysian insurance agents.

Agentivo is the all-in-one CRM built for Malaysian insurance agents. Replace messy spreadsheets, scattered phone notes, and manual WhatsApp follow-ups with one system that helps you close more policies and never lose a renewal.

LEAD PIPELINE Capture every prospect and move them from first contact to closed policy with a visual pipeline. Never let a warm lead go cold again.

RENEWAL TRACKING See every upcoming renewal at a glance and get reminded before it lapses. Protect your book and your recurring commission.

COMMISSION & MDRT Track your commission in real time and watch your progress toward MDRT, COT, and TOT with a live simulator. Always know exactly where you stand.

AI TOOLS Generate professional needs-analysis summaries, plain-language policy explainers, and ready-to-send WhatsApp captions in seconds. AI tools are open to every user and metered by AI credits.

DIGITAL PROFILE Share a personal profile link and QR code that captures leads straight into your pipeline.

TEAM TOOLS (for leaders) Run your agency with a live team dashboard, leaderboard, broadcast messaging, and one-tap PDF reports.

PAY ONCE, NO SUBSCRIPTION Download free with 50 leads, renewals, commission tracking, and 10 monthly AI credits. Unlock more with one-time purchases:

• Pro Unlock - RM99 once: unlimited leads, MDRT, WhatsApp automation, referrals.
• Team Unlock - RM299 once: all team leader tools.
• AI Credits - RM9.90 for 40 credits, optional top-up. No recurring fees, ever.

Built mobile-first for agents in the field, with Face ID / Touch ID app lock to protect your client data.

Agentivo is a productivity tool for licensed insurance agents. It is not an insurance company and does not sell policies, provide financial advice, or process claims.

Terms of Use (EULA): https://agentivo.my/terms Privacy Policy: https://agentivo.my/privacy-policy