AgencyIQ

Your whole book of business in your pocket: clients, policies, tasks and your agency phone line — so a parking-lot conversation lands in the system before you drive away.

AgencyIQ puts your agency's book of business in your pocket.

Insurance work does not happen at a desk. It happens at a kitchen table, in a parking lot, at a body shop, on the drive between appointments. AgencyIQ is the companion app for the AgencyIQ agency management system, built so the work you do away from the office lands in the system before you get back to it.

YOUR BOOK, WHEREVER YOU ARE

• Look up any client, household or business in seconds
• See policies, renewal dates, coverage and documents at a glance
• Read the full history on an account — notes, calls, texts, emails, tasks
• Search across everything from one bar

YOUR AGENCY PHONE LINE

• Answer agency calls in the app, with the client's record and history on screen as it rings
• Dial from a keypad that suggests matching clients as you type, or call from any record
• Your agency's number shows as the caller ID, not your personal cell
• Put a caller on hold, hand them to a teammate, or send them to that teammate's voicemail
• Text and picture-message from the agency line, with the whole thread on the client record
• Voicemail with transcripts and summaries, in your mailbox or the agency's
• Calls and texts are filed against the client automatically — nothing to write up later

MOVE WORK FORWARD

• Create and update contacts, households and businesses from the field
• Track opportunities through your pipeline
• Assign and complete tasks, and see what is due today
• Put clients into follow-up sequences

BUILT FOR HOW AGENTS ACTUALLY WORK

• Your recent accounts stay readable when you lose signal
• Face ID or Touch ID locks the app, because it holds client information
• Notifications when a client calls or texts, so you can answer as the agency

AgencyIQ is used by licensed insurance agency staff. It is not an app for policyholders and does not sell, quote or bind insurance.

AN ACCOUNT IS REQUIRED AgencyIQ accounts are created and managed by your agency. There is no sign-up in the app. If your agency uses AgencyIQ, ask your administrator for access.