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Client Self-Service Platform Built for Independent Insurance Agencies
Insurance Agent App helps independent insurance agencies automate service, reduce CSR workload, and scale operations without adding staff. Give clients instant access to policy documents, ID cards, COIs, and service requests — anytime, anywhere, from any device.
Schedule A Demo
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Less interruptions. More control. Real scale.
Hours back every week. Fewer calls. Fewer texts. Fewer emails. Fewer interruptions.
Clients feel supported without waiting. Access builds confidence and stronger conversations.
Growth without hiring ahead of revenue. Service that scales with systems— not headcount.
Request come in structured and complete. No chasing information. No back-and-forth or rework.
CSRs focus on real service— not repetitive tasks. Producers sell. Team stays sharp and proactive.
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Low-value service handled instantly — without interrupting your team.
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Policy details, ID cards, and forms — available instantly.
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Start a quote requestand provide needed information using existing workflows.
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Certificates generated
on demand. Clients get what they need, when they need it.
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Availible 24/7 for Audits, Closings, EOIs, Complex
COIs, Client Documentation.
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Structured requests submitted correctly the
first time.
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Share and manage referrals seamlessly within existing workflows.
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Claims started immediately, from any device. Faster action. Clear next steps.
Policy details, ID cards, and forms — available instantly.
Start a quote requestand provide neededinformation usingexisting workflows.
Certificates generated
on demand. Clients get what they need, when they need it.
Availible 24/7 for Audits, Closings, EOIs, Complex
COIs, Client Documentation.
Structured requests submitted correctly the
first time.
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Share and manage referrals seamlessly within existing workflows.
Claims started immediately, from any device. Faster action. Clear next steps.
Policy details, ID cards, and forms — available instantly.Quick, easy bill pay, and payment reminders.
Start a quote requestand provide neededinformation usingexisting workflows.
Certificates generated
on demand. Clients get what they need, whenthey need it.
Availible 24/7 for Audits, Closings, EOIs, Complex
COIs, Client Documentation. Secure records.
Structured requests submitted correctly the
first time. No vague emails. No missing information.
Claims started immediately, from any device. Faster action. Clear next steps.
Policy details, ID cards, and forms — available instantly.Quick, easy bill pay, and payment reminders.
Start a quote requestand provide neededinformation usingexisting workflows.
Certificates generated
on demand. Clients get what they need, whenthey need it.
Availible 24/7 for Audits,Closings, EOIs, Complex
COIs, Client Documentation. Secure records.
Structured requests submitted correctly the
first time. No vague emails. No missing information.
Claims started immediately, from any device. Faster action. Clear next steps.
Low-value service handled instantly — without interrupting your team.
Your AMS already contains everything your clients call to request
but when clients cannot ACCESS it themselves your team becomes the delivery system.
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When clients can’t access their data themselves, your staff and workflows become the bottleneck.
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Lean more about how and why.
Sign-up starts by clicking the “Get Started Now” button on the Plan that is appropriate for your agency in Pricing (hyperlink). From there the sign-up process takes 5 minutes. It’s easy.
The person who signs-up will be designated an “Administrator”; other team members can be added after sign-up.
After sign-up the Insurance Agent App team will immediately be in touch to schedule an on-boarding session to get you up and running.
PLEASE NOTE: The sooner you schedule your on-boarding the sooner we can create all of your agency’s branded marketing assets.
If you’re not sure which Plan fits please Contact Us.
Month-to-Month subscriptions are pay-as-you-go with no contract.
Annual subscriptions paid in advance to receive the 15% discount are non-refundable.
If your agency needs to change Plans within the first 90-days of sign-up, IA App will charge the difference between the set-up fee(s), and move your agency onto the corresponding Monthly Plan.
If you signed-up on an Annual Plan, we’ll do some math so that everything is correct!
If your Active Clients count increases your subscription will move to the appropriate monthly fee.
After sign-up the Insurance Agent App team will immediately be in touch to schedule an on-boarding session to get you up and running.
PLEASE NOTE: The sooner you schedule your on-boarding the sooner we can create all of your agency’s branded marketing assets.
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