Agencify

Built for Independent Insurance Agents and Intermediaries

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A product of Agencify Ltd., a member of Caava Group
Agencify is a free, simple and responsive insurance management and distribution platform designed to empower independent insurance agents and intermediaries through automation, self-service portals, onboarding tools, and workflow optimization, streamlining agent-led insurance distribution

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Key Features

Automated Policy Purchase & Renewals

End-to-end digital sales journeys with renewal reminders

Comprehensive Records Management:

Centralized, secure database for all client and policy records

Multi-Insurer Product Access

Aggregate access and quote comparisons across insurers

Renewal Tracking & Notifications

Stay proactive with real-time renewal status and alerts

Mobile-Optimized Agent Dashboard

Manage business remotely with a sleek, intuitive interface

Automatic Document Submission to Insurers

Instantly submit required documentation to partner insurers upon policy issuance or renewal.

Why Choose Agencify

● Empower your insurance agents to work anywhere, anytime
● Reduce manual processes and increase client retention
● Simplify selection from multiple providers for better-fit policies
● Scale operations without added overhead
● Improve satisfaction and service quality with automation
● 100% cloud-based and secure

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