©2024 - CoTé Software and Solutions.
Terms and conditions
Smart eDoc Machine Learning
Reduce human error in every sales stage by auto-reordering and collating quotes and supporting documentation.
What If You Could...
Make Your Insurance Agency
Run (Almost) On Autopilot
Are you using the CRM, AMS, EDM, ECM, eSign & Prefills,
Invoicing platforms and more to run your insurance agency?
There’s one platform that does it all!
And we’ve built it from the ground up.
One place to nurture leads and generate more business
One central hub to manage all customer interactions and documents
One source of truth for accurate business reporting and E&O Compliance
Leave The Platform Minefield
And Run Your Insurance Agency Seamlessly
Sales Automation Workflow
Manage scheduling, calls and meetings, automated follow-ups, reminders, and renewal alerts.
Flesh and blood support team
Be supported by a team of specialists to personalize your platform.
Track sales performance
Identify areas for opportunity to improve lead generation and client relationships.
Auto-lead capture
Your agents can manage multiple tasks easily, and free up time for lead generation and sales.
Real-time communication
Reach your team and client, log everything, and avoid data duplication.
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Most agency platforms have duplicated tech, poor integrations with high costs, and sub-par reporting and compliance problems.
With AGENCYMATE, you won’t wonder about lead conversions, slow carrier quotes, human errors and omissions, or fragmented processes.
You’ll enjoy one app that builds high-quality leads, sends proposals, collects payment, and processes signage – and it doesn’t cost a fortune!
©2023 - CoTé Software and Solutions.
Terms and conditions
Leave The Platform Minefield
And Run Your Insurance Agency Seamlessly
Smart eDoc Machine Learning
Reduce human error in every sales stage by auto-reordering and collating quotes and supporting documentation.
Track sales performance
Identify areas for opportunity to improve lead generation and client relationships.
Flesh and blood support team
Be supported by a team of specialists to personalize your platform.
Sales Automation Workflow
Manage scheduling, calls and meetings, automated follow-ups, reminders, and renewal alerts.
And Free-Up Your Team To Close More Deals?
Quote and compare
Approve and
pay
Sign and
confirm
“My agency has 10 locations operating in 7 states and the implementation has gone great. I was able to setup my agency in just about an hour. My staff was able to process business within 30 minutes and the CRM communications within the system are far better than any AMS I have seen before.
Greg T. -
Vice President, GEBCO
“My overall experience was great!
The support staff were able to customize the product to our agency's needs and resolve issues quickly.”
Stephanie D. –
Agent
Rated 4.5 Stars On Capterra
Hear From Clients, Large & Small
AgencyMATE
About Us
See How It Replaces 7 Platforms, With 1
Set up your account in minutes.
Send a flood of proposals within the day.
Last Chance to Get
a Test Drive
Bonus: Try AgencyMate for a full month at no risk or obligation.
Unlock Your Test Drive
Set up your account in minutes.
Send a flood of proposals within the day.
Includes; 30 days FREE ACCESS to AGENCYMATE
Bonus: Try AgencyMate for a full month at no risk or obligation.
Capture More Leads With Less Effort
Get a unique lead form integration to capture leads directly into the CRM and sales funnel.
AGENCYMATE lets you engage with piping hot leads faster by auto-allocating them to Agents to action immediately.
And this all happens in the background with zero touch required.
Put Ongoing Processes On Autopilot
Don’t let a platform tell you how to run your business!
AGENCYMATE lets you build custom workflows automations to ensure your staff deliver consistent service excellence
With this advantage, your team can spend more time reaching leads and closing deals.
When you first access the platform, you can use the pre-built workflows to get started, and customize as you go.
No more manual and time-consuming lead allocation, action items and communication.
Smart Download Capability
Seamless integration of carrier quotes and supporting documents straight into the AGENCYMATE platform.
Plus, all your documents get collated in sequential order, so you always have consistent quote and policy information at your fingertips.
Real-Time Communication
Typically, you’d have to trace customer communications across different platforms.
Your team would spend hours per week digging through AMS, CRMs, Emails, eSignatures, Outlook and more.
AGENCYMATE unifies all communication inside the platform, so you can track communication wherever it comes from.
Auto-lead capture
Your agents can manage multiple tasks easily, and free up time for lead generation and sales.
Real-time communication
Reach your team and client, log everything, and avoid data duplication.
More business. More commissions. Higher quality customer service
One Platform To Get More Deals
Lead Management
Email Marketing Capabilities
Prefill Forms & Digital Signatures
Workflow Automation
Quoting & Comparison
Unlimited Document Storage
& full E&O Compliance
Everything In One Place
Your CRM, AMS, EDM, eSign & Prefills Platform, Plus…
Full Customer History Access
Customer Communications
Why AGENCYMATE Is Superior
Your agency stays operational 24/7 because AGENCYMATE has no downtime during major updates and upgrades.
100% Cloud, 99.9% Uptime
You’ll Always Have The Latest Version