HOW IT WORKS

eAgent is a full-featured online agency management system that is capable of handling any line of business. Designed by and for insurance brokers and agents, it’s a tool you can actually use, day in and day out, to manage and grow your agency.
  • Easily add and access xDates and to-do’s from any screen
  • Track production and renewals, identify cross-sell opportunities, follow up with current clients, and more with flexible reporting tools
  • Quickly add a new customer from your dashboard screen, and choose nightly or monthly downloads from more than 200 carriers
  • Scan, print, email, and import documents with just one click, and convert all documents to text-searchable PDFs
  • Track performance, policy stats, customer status, and new business from dashboard reports that automatically refresh every 60 seconds
  • Streamline operations with VoIP integration
  • Email customers individually or mass market from reports, set up drip campaigns and custom signatures, send attachments, and more
  • Give it a test run with a free trial, and access regular webinars and a robust library of training videos to take full advantage of the system
  • Simple setup has you up and running within minutes
  • Secure, safe, and compliant system protects your data
“I recently started using eAgent at my South Carolina office, and we are very pleased. All issues and requests for changes are dealt with immediately by customer service, and the system is very dependable.”
Jeff Walker, FCI Agency