🔥 Intro Pricing — Start at $49.99/mo · Solo Agent or Solo + CSR

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.

Try Free for 14 Days ▶ 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 spotting a lead that needs follow-up to logging the call, quoting, and moving the policy forward.

app.getagentpro.io / pipeline
AgentPro
PipelineContactsReports
JD
● Called2
James Rivera
Auto
📞 Called 3 days ago
⚠️ Needs follow-up
Sandra K.
Home
📞 Called 1 day ago
● Quoted1
Maria Chen
Life
📊 Quote sent 2 days ago
⚠️ Awaiting decision
James Rivera
Auto
📊 Quoted · Email sent
● Applied1
DeShawn M.
Auto
📋 App submitted
Maria Chen
Life
📋 Application started
● Bound1
Troy Williams
AutoHome
✅ Bound yesterday
James Rivera
Log Call · Auto Insurance
✕
Quoted — ready to apply
📧 Auto-Draft Ready — generated from your notes
Maria Chen
Start Application · Life Insurance
✕
Term Life — 20 Year
$500,000
Term Life Insurance
Reviewing pipeline…

Simulated dashboard demo

What You Get

Everything You Need. Nothing You Don't.

AgentPro gives you one intelligent workflow for every stage of the insurance sales process — from the first conversation to the final follow-up — so you always know what to do next and nothing falls through the cracks.

📞

Call Queue

Your entire day organized in one place. See exactly who to call, when to call them, and what happened last time — so you spend your time selling instead of figuring out where you left off.

✉️

Automatic Follow-Up Emails

Stay in front of every prospect after every conversation. AgentPro drafts the follow-up email from your call notes — you review and send in one click. No lead goes cold because you forgot to follow up.

📊

Quote Organization

Find every quote instantly without digging through emails or systems. Every quote lives on the contact's card with the policy type, amount, and date — ready to reference, edit, or convert to an application.

📅

Calendar Sync

Keep appointments, callbacks, and tasks synchronized automatically. Same-day reminders surface before every meeting so you're always prepared and never caught off guard by a forgotten commitment.

📋

Lead Pipeline

Always know where every customer is in the sales process. Six stages — New Lead, Called, Quoted, Applied, Bound, and Soft Close — give you an instant view of your entire book at a glance.

⚙️

Built-in Workflows

Your proven sales process becomes repeatable and consistent. Log a call and AgentPro automatically routes the lead to the right next step — no guessing, no dropping the ball, no inconsistent follow-through.

🤖

AI Tools

Eliminate repetitive work and communicate faster. The AI Reply Packet bundles a lead's full history into a prompt you paste into any AI tool — and get a personalized, ready-to-send email in seconds.

🔍

One Search. Everything Found.

Customers, quotes, notes, emails, and history — instantly available from a single search bar. No more switching between tabs, spreadsheets, and email threads to find what you need before a call.

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

Start Your Free Trial

Pick Solo Agent or Solo + CSR and enter your card — nothing charged for 14 days. Year-one intro pricing locks in the moment you sign up.

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.

How AgentPro Works

One System. Every Customer. Every Time.

Stop jumping between spreadsheets, documents, emails, and calendars. AgentPro keeps every lead moving through the same proven process so you always know exactly what to do next.

📞 Call Queue

Never wonder who to call next.

Every conversation, callback, email, note, and next step lives in one place — giving you a clear path through your entire day without the mental overhead of tracking it yourself.

💬 Follow-Up

Every conversation continues.

Automatically send follow-up emails, schedule callbacks, and keep prospects engaged so fewer opportunities fall through the cracks — even on your busiest days.

📋 Quote & Application

Everything stays connected.

Quotes, applications, notes, and customer history are organized together so you can pick up any conversation in seconds — without digging through emails or multiple systems to find it.

"From the first phone call to the bound policy, AgentPro gives you one intelligent system that remembers everything — so you don't have to."

Inside the Dashboard

This Is What Your Day Looks Like

Every call, every quote, every application — tracked in one place.

AgentPro Full Dashboard
Calls Tile — due today with appointment reminder
Daily Calls Appointment reminder at the top, every due call below — attempt count, last note, one-click log.
Email Queue — contacts due for follow-up
Email Queue Everyone who needs a follow-up email today, with copy-draft and one-click send — no inbox required.
Quotes and Bound Policies
Quotes & Bound Policies Active quotes with one-click bind, and every bound policy with premium, policy number, and effective date.
Applications in underwriting
Applications & Underwriting Stage tracker, days-in-stage counter, due dates, and a one-click bind when approval comes through.
Pricing

Simple, Transparent Pricing

No hidden fees. 14-day free trial on all plans.
Enter your card — nothing charged until Day 15. Cancel any time before then.
Intro pricing for year one. Renews at standard rate in year two.

Monthly Annual Save up to 2 months free
Solo Agent
$49.99
per month · year one intro rate
SAVE $101/yr — 2 months free
$499/yr
year one intro rate · renews at $999/yr
Everything a solo producer needs to run a full pipeline — quotes, follow-up, AI, and analytics.
  • Full lead pipeline — unlimited leads
  • Quote tracking & management
  • Automatic follow-up email system
  • AI Reply Packet
  • Application tracking
  • COI / Referral partner system
  • Analytics dashboard
  • Renews at $99.99/mo after year one
14 days free · nothing charged until Day 15 · cancel anytime
⭐ MOST POPULAR — Agent + CSR
Solo + CSR
$69.99
per month · year one intro rate
SAVE $141/yr — 2 months free
$699/yr
year one intro rate · renews at $1,299/yr
One producer + one CSR. Your service person can look up notes and call history without touching your pipeline.
  • All Solo Agent features
  • CSR read-only login — search & view notes
  • CSR can securely view the shared dashboard
  • No CSR editing — view only
  • Renews at $129.99/mo after year one
14 days free · nothing charged until Day 15 · cancel anytime

Intro pricing applies to year one. Standard rates apply at renewal. No contracts — cancel anytime.

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 AgentPro support 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.

Jon D. Agent
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

How does the 14-day free trial work?+
You sign up, pick a plan, and enter your payment info — but nothing is charged until Day 15. You get full access to every feature from the moment your account is created. If you decide AgentPro isn't for you, cancel before Day 15 and your card is never charged. After 14 days, your plan renews automatically on the billing cycle you chose (monthly or annual).
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 data is stored in your own secure account — isolated from every other agent's data. AgentPro uses both cloud storage (Supabase) so your pipeline follows you to any device, and local browser storage as a performance cache. Your data is never sold, shared, or used for advertising. You own it — always.
Can I cancel my subscription?+
Yes. Sign in to your AgentPro dashboard, open the Settings gear, and choose Cancel subscription. Stripe shows the exact effective date before you confirm. Cancellation never deletes your AgentPro data; permanent account deletion is a separate request.
What's the difference between Solo Agent and Solo + CSR?+
Solo Agent covers one producer with the full pipeline — quoting, follow-up, AI, analytics, and the COI/referral system. Solo + CSR adds a second, read-only login for a customer service rep: they can search leads and view call history and notes, but can't edit your pipeline. Everything else is identical between the two plans.
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. Use Settings → Cancel subscription inside the dashboard. Stripe shows whether access ends immediately or continues through the current billing period before you confirm. You can export your session and spreadsheet files first — your leads remain yours.
How do I get support or report a bug?+
Use the built-in feedback button inside the dashboard, or email support 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. Try it free for 14 days — no charge until you decide to stay.

Try Free for 14 Days
No obligation · Card required · Nothing charged until Day 15 · Secure checkout powered by Stripe
✕