🔥 Early Bird — First 25 agents only · $19.99/mo locked forever

Stop Losing Leads.
Start Closing Policies.

Know exactly who to call, who to email, who needs a quote,
and who is ready to bind — every single day.

AgentPro is built for insurance agents and small agencies who live in calls, quotes, apps, follow-ups, and bound policies. Not generic sales teams. You.

Get Started ▶ Watch Demo
🆕
New Lead
📞
First Call
✉️
Follow-Up
📊
Quote
📝
Application
✅
Bound

⚠️ Most agents lose the deal between steps 2–3. AgentPro closes that gap.

Who It's For

AgentPro is for insurance agents, solo producers, and small agencies who need a practical sales workflow — without a bloated agency management system. If your current process involves sticky notes, spreadsheets, or trying to remember who you called last Thursday, this was built for you.

See It In Action

Your Entire Pipeline. One Screen.

Watch AgentPro in action — from adding a new lead to logging a call, running a quote, and moving a policy to bound.

Demo Video — Coming Soon

Swap in your YouTube embed ID when ready

What You Get

Built Around the Insurance Agent's Day

Every feature was designed for one workflow: calls, quotes, applications, follow-ups, and bound policies. Nothing extra, nothing missing.

📋

Pipeline Built for Insurance

Six stages that match how you actually work — New Lead, Called, Quoted, Applied, Bound, and Soft Close. Every lead lands in the right place automatically based on what happened on the call.

📞

Call Logging That Moves Leads

Log a call outcome and AgentPro routes the lead to the next correct action for you. No manual drag-and-drop. No forgetting what happened. The system keeps everyone moving forward.

📊

Quote Tracking Per Contact

Every quote you run lives on that contact's card — carrier, amount, type, date. Compare quotes, edit them after the fact, and track which ones turned into applications.

💬

Follow-Up Cadence System

Set follow-up emails for the right time and never let a quoted lead go cold. Each queued email is one click to send, pre-written with the context of where that lead is in the process.

📝

Application & Underwriting Workflow

Track apps through every underwriting stage. Log SOA dates, policy numbers, and effective dates. Get overdue alerts when an application goes quiet for too long.

🤖

AVA AI Assistant

Generate a full lead brief — background, quote history, next steps, conversation context — in one click. Paste it into ChatGPT or any AI tool and get a personalized script in seconds.

📅

Appointments & Reminders

Schedule calls, virtual sits, and in-person appointments. Get same-day reminders so you never miss a booked meeting. Appointment cards surface automatically on the day they're due.

📈

Analytics That Matter

See your active pipeline value, quote totals, stage counts, and today's activity in one view. Know where your energy is going — and where you need to push harder.

🔒

Private, Fast, Always Available

Your data stays in your browser. No subscription required to open it. Passcode-protected, dark mode ready, and fast even on a hotspot. Works offline. No IT required.

Getting Started

Up and Running Today

No IT department. No installation. No onboarding call. If you can open a browser, you're already qualified.

1

Pick Your Plan

Choose what fits your practice. Early Bird locks in the lowest rate for the first 25 agents — for life.

2

Create Your Account

Enter your email, create a password. Your dashboard is ready before you can close the signup tab.

3

Add Your First Lead

Type them in or import from a spreadsheet. Your live pipeline is running in under 10 minutes.

4

Work It Every Day

Log calls, send follow-ups, track quotes, move applications. Every day you open the dashboard, you know exactly what to do next.

Real Workflows

Built From Real Agent Workflows

AgentPro didn't come from a product team that never wrote a policy. It came from agents in the field who needed a system that matched how they actually work.

📞 Daily Call Workflow

Always Know Who to Call Next

Open the Calls tab and see every lead that needs a touch today — color-coded by urgency, showing last contact and next step.

  • Log the call outcome in 3 clicks
  • System routes lead to next stage automatically
  • Follow-up email queues for the right day
📊 Quote Workflow

Every Quote on the Right Card

Run a quote and log it directly on the contact. See all quotes in one place — carrier, amount, type, date — when you call back to review.

  • Multi-quote tracking per contact
  • Quote review call auto-scheduled
  • Active pipeline value calculated live
📝 Application Workflow

Nothing Slips Through Underwriting

When an application goes in, it moves to the Applied tab. Track every underwriting stage, get overdue alerts, and log the bind when it closes.

  • SOA date, policy number, effective date tracked
  • Overdue alerts after configurable days
  • One click to mark Bound and log the policy

Testimonials from real users will appear here as AgentPro grows. Until then — this is what the workflows actually look like.

Inside the Dashboard

A Closer Look

Three views that agents use every single day.

Daily Calls View
Daily Calls View Every lead that needs a call today — with attempt count, last note, and one-click log.
Quote Pipeline View
Quote Pipeline & Value Tracker Live pipeline value, quote cards per contact, and one-click quote review scheduling.
Applications & Bound View
Application & Bound Workflow SOA tracking, underwriting stages, overdue alerts, and one-click policy binding.
Pricing

Simple, Transparent Pricing

No per-seat gotchas. No hidden fees. Cancel anytime. Early Bird locks in for life — for the first 25 agents only.

🔥 EARLY BIRD — First 25 Only
Early Bird
$19.99
per month · locked forever
The lowest price this product will ever be. Lock it in before the 25 spots are gone.
  • Full pipeline CRM — unlimited leads
  • Quote tracking & management
  • Email cadence system
  • AVA AI Assistant
  • Application workflow
  • Analytics dashboard
  • Price locked forever — never goes up
Only 25 spots · First come, first served
Solo Agent
$24.99
per month
Everything a solo producer needs to run a full book of business without an assistant.
  • Full pipeline CRM — unlimited leads
  • Quote tracking & management
  • Email cadence system
  • AVA AI Assistant
  • Application workflow
  • Analytics dashboard
Cancel anytime
Small Agency
$59.99
per month · up to 5 seats
For small teams sharing a pipeline and growing their book together.
  • Up to 5 user seats
  • All Solo Agent features
  • Team pipeline management
  • Admin controls
  • Priority support
Cancel anytime
SAVE $51/yr
Solo Annual
$249
per year · ~$20.75/mo
All Solo Agent features, two months free.
  • Everything in Solo Agent
  • 2 months free vs monthly
  • Priority support
Solo + One Monthly
$44.94
per month · 2 seats
You and a partner, VA, or family member on one subscription.
  • 2 full user seats
  • All Solo Agent features
  • $22.47/seat/mo
SAVE $200/yr
Solo + One Annual
$339
per year · 2 seats · ~$28.25/seat/mo
Two seats, two months free. Best deal for agent + VA combos.
  • 2 full user seats
  • All Solo Agent features
  • 2 months free vs monthly
SAVE $121/yr
Small Agency Annual
$599
per year · up to 5 seats
Your full team, two months free, priority support.
  • Up to 5 user seats
  • All Small Agency features
  • Dedicated onboarding call
  • Priority support queue

Questions about which plan is right for you? Email us directly.

Support & Updates

You're Not on Your Own

🐛 Bug Reporting

Found something that doesn't work right? Report it directly from inside the dashboard using the built-in feedback button. Every report goes straight to the developer — not a ticket queue with a chatbot in front of it.

🔄 Update Cadence

Fixes are reviewed weekly, tested locally, and released in planned update batches. You'll never get a surprise breaking change. Major features are announced before they ship so you know what's coming.

📬 Direct Email Support

Real responses from the person who built it. Email youngsadgloriamdei@gmail.com and you will hear back — typically within one business day.

🗺️ Feature Roadmap

Agent feedback drives the roadmap. If a feature is on the wishlist of multiple agents, it moves to the top of the build queue. You're not just a subscriber — you're a contributor to what gets built next.

📷

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About the Creator

Built by an Agent.
For Agents.

I'm Jon D. Agent — a small local insurance agent who got tired of watching agents lose sales not because they weren't working hard, but because they had no system.

Every tool I tried was either built for generic sales teams, too complicated to use in the field, or priced for enterprise companies with IT departments. AgentPro is different. It was designed at a desk like yours, thinking about a workflow like yours.

I built the features I needed first. Then I kept building. I still use it every day. When something gets added, it's because an agent in the field asked for it — or because I needed it myself.

Ask Me Anything
Common Questions

FAQ

Do I need to install anything?+
No. AgentPro runs entirely in your web browser. Open the link, log in, and you're working. No downloads, no installations, no IT support required.
Is my lead data private?+
Yes. Your lead data is stored locally in your browser and is never sold, shared, or used for advertising. You own your data — always.
Can I cancel my subscription?+
Yes. Cancel anytime from your account settings. You keep access until the end of your current billing period — no questions asked, no fees.
What is the Early Bird deal and when does it end?+
Early Bird is $19.99/month — the lowest price AgentPro will ever be — locked in permanently for the first 25 agents who sign up. Once all 25 spots are taken, it's gone. There's no timer, just a hard limit of 25 people.
Does it work with my current rater or AMS?+
AgentPro is carrier-agnostic and system-agnostic. It works alongside whatever rater, quoting tool, or AMS you already use — it's your pipeline tracking and follow-up layer on top of everything else. Future integrations are driven by what agents request most.
I'm not very tech-savvy. Is this too complicated?+
No. If you can use email and a browser, you can use AgentPro. There's nothing to configure, no setup wizard, and no training videos you have to sit through. Add a lead, log a call, move forward. That's it.
Can I cancel and get my data out?+
Yes, cancel anytime from account settings. You keep access until the end of your billing period. Your data can be exported as CSV at any time — your leads are yours to keep regardless of your subscription status.
How do I get support or report a bug?+
Use the built-in feedback button inside the dashboard, or email youngsadgloriamdei@gmail.com directly. Real person, real response — typically within one business day.

Your Pipeline Won't Work
If You Don't Have a System.

Independent agents who know exactly who to call, who to quote, and who to bind — close more. Start today.

View Plans & Get Started
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