Designed for Insurance
Connect Better-Sell More

Agents Ally is a Cutting-edge contact, and leads management system designed to get your agency more leads.  

Ignite Your Insurance Agency with Agents Ally

Agents Ally transforms how insurance professionals work by eliminating tedious tasks and supercharging sales performance. This breakthrough platform was engineered specifically for insurance agents who demand more from their technology.

With Agents Ally, you'll:

  • Access SMP (Sequential Marketing Plans) capabilities that outperform traditional marketing approaches
  • Convert more prospects through seamlessly integrated Calling Sessions that track and optimize every client interaction
  • Streamline operations with intelligent List Imports that automatically organize and prioritize your contacts

Insurance agencies using Agents Ally report dramatic improvements in productivity, client acquisition, and revenue growth. Our automation suite handles the administrative burden, freeing you to focus on what matters most: building relationships and closing sales.

Don't just keep pace with your competition—leave them behind. Agents Ally delivers the technological edge today's successful insurance professionals require.

Ignite Your Insurance Agency with Agents Ally

A key metric dashboard allows you to view the most important information up front and provides quick links to take action.

Next Best Action to Take

Agents Ally weights and ranks assign scoring to scheduled tasks, ensuring the best opportunity is always next in line for action.

Integrated Calling Sessions

Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building.

Advanced Workflows

Create customized, real-time and responsive marketing experiences that automatically adapt to each customer's needs and preferences.

Mobile App

Stay connected and productive while away from the office.

SMPs (Sequential Marketing Plans)

Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

Enhanced Marketing Add-Ons Available

  • Send Direct Mail
  • Send Bulk Email
  • Send/Receive Text Messages from your Computer
  • make and Receive Phone Calls from your Computer