©2024 - CoTé Software and Solutions.
Terms and conditions
Smart eDoc Machine Learning
Minimize errors with automated quote collation and document organization—no manual sorting needed.
What If You Could...
Make Your Insurance Agency
Run (Almost) On Autopilot
Tired of juggling expensive CRM, AMS, EDM, eSign & Prefills, Invoicing platforms that cost a fortune and take months to master?
There's one affordable platform that does it all! And we've built it from the ground up to be simple, cost-effective, and ready to use right out of the box.
One place to capture new business, One central hub for integrations, One source of truth for accurate lead and deal tracking – and One low price that won't keep climbing every year.
Finally, all your agents can rely on One complete tool to deliver fast and accurate lead-to-quote-to-sale insurance policies without weeks of training or hidden fees.
We'll migrate your data for FREE – no hassle, no extra charges, no downtime.
And you can test it absolutely FREE, at zero obligation. No credit card required.
Leave The Platform Minefield
And Run Your Insurance Agency with ONE Tool
Sales Automation Workflows
Automate scheduling, follow-ups, reminders, and renewal alerts—your pipeline runs itself.
Instant Document Automation
Capture info, generate quotes, bind policies, and accept payments—all in just a few clicks.
Real-Time Sales Performance Tracking
Spot growth opportunities by monitoring your team’s sales trends and lead activity.
Auto-Lead Capture
Streamline your agents’ workflow so they can focus on what matters: closing more deals.
Real-Time Communication Hub
Keep your team and clients synced with logged, centralized conversations—no double entries.
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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.
©2024 - CoTé Software and Solutions.
Terms and conditions
Leave The Platform Minefield
And Run Your Insurance Agency with ONE Tool
Smart eDoc Machine Learning
Minimize errors with automated quote collation and document organization—no manual sorting needed.
Real-Time Sales Performance Track
Spot growth opportunities by monitoring your team’s sales trends and lead activity.
Instant Document Automation
Capture info, generate quotes, bind policies, and accept payments—all in just a few clicks.
Sales Automation Workflow
Automate scheduling, follow-ups, reminders, and renewal alerts—your pipeline runs itself.
Without Breaking The Bank Or Burning Out Your Team With Endless Training
1. Set Up Fast, Sell Faster
Get started in minutes. No steep learning curves or costly training—just instant productivity.
2. All-in-One Simplicity
Quote, sign, record payment, and manage renewals—all from one platform. No third-party tools needed.
3. No Hidden Costs
Free data migration, transparent pricing, and everything included. What you see is what you get.
A Simple and Reliable Tool to Get More Deals
“I have been in the business for 30 years, and this is truly the best insurance software I have seen!”
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
“Ease of use, functionality, dashboard, system reports and the ability to track leads!”
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
One Platform To Get More Deals
See How It Replaces 5 Platforms, With 1
No credit card required.
Set up your account in minutes.
Send a flood of proposals within the day.
Last Chance To Get
A Test Drive
100% satisfaction guaranteed, or you don’t pay for the subscription.
Bonus: Try AGENCYMATE for a full month at no risk or obligation.
Unlock Your Test Drive
No credit card required.
Set up your account in minutes.
Send a flood of proposals within the day.
Plus 30 Days Free Of AGENCYMATE
100% satisfaction guaranteed, or you don’t pay for the subscription.
Bonus: Try AGENCYMATE for a full month at no risk or obligation.
More Business. More Commissions. Better Client Service—Without the Chaos.
Most AMS platforms are bloated, overpriced, and disconnected. You get clunky tech, poor integrations, weak reporting, and compliance headaches.
AgencyMate is different.
We simplify everything—from lead capture to quote delivery, eSignatures, and payments—in one intuitive platform.
No more wondering where leads are in the pipeline.
No more missed renewals, data entry errors, or slow carrier quotes.
No more juggling five tools to do one job.
With AgencyMate, you get:
Smart automations that eliminate manual work
Clean, centralized data for faster decision-making
A modern AMS that just works—without breaking your budget
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
Streamline your agents’ workflow so they can focus on what matters: closing more deals.
Real-time Communication Hub
Keep your team and clients synced with logged, centralized conversations—no double entries.
AGENCYMATE
Lead Management
Email Marketing Capabilities
Prefill Forms & Digital Signatures
Workflow Automation
Quoting & Comparison
Unlimited E&O Storage
Everything In One Place
Your CRM, AMS, EDM, eSign & Prefills Platform, Plus…
Full Customer History Access
Customer Communications
AgencyMate replaces multiple third-party platforms while cutting your costs. Here’s how:
AgencyMate replaces multiple third-party platforms while cutting your costs. Here’s how:
Now You Can Upsell, Re-Sell, and Cross-Sell
Like Big Agencies
You don't need to be a big insurance agency to get big results.
Here is what you can achieve with ONE insurance agency management system (AMS):
All Client Data in One Place
Track every detail—from assets and liabilities to lifestyle and business info—to personalize every conversation.
Instant Access to Policy Insights
Build trust by understanding your clients’ coverage at a glance—so they won’t feel the need to shop elsewhere.
Proactive Renewal Opportunities
Anticipate policy changes and offer timely updates before renewal dates hit.
Smart Automation, Zero Admin Overload
Let automation handle the repetitive tasks so you can focus on meaningful client touchpoints.
With AgencyMate, you’ll centralize your operations and unlock ‘big agency’ selling power—without the bloated costs or clunky tech.
Unlock Your Test Drive
No credit card required.
Set up your account in minutes.
Send a flood of proposals within the day.
Plus 30 Days Free Of AGENCYMATE
100% satisfaction guaranteed, or you don’t pay for the subscription.
Bonus: Try AGENCYMATE for a full month at no risk or obligation.
Capture More Leads With Less Effort
Put Ongoing Processes On Autopilot
Don’t let a platform tell you how to run your business!
AGENCYMATE lets you build custom workflow automations that use machine learning.
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.
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.
Smart Download Capability
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.
Email & Text Deliverability & Tracking
VoIP Call Capability
Full Functionality & Unlimited Users
Single or Multi Office Business Access
Complete Cloud Access
100% Dedicated Support Team