Platform · Foundation
The CRM built around insurance.
Modern CRM is the system of record at the heart of AgentVia — accounts, contacts, renewals, communications, documents, and pipeline. Microsoft-centric, deeply integrated, and ready to scale with your agency.
Accounts & Contacts
Households, businesses, licensed contacts, decision-makers — modeled the way insurance actually works.
Renewals & Pipeline
Recurring revenue is first-class. Visibility into renewals, opportunities, and producer activity.
Communications
Email, calls, and documents tied directly to the right account — nothing falls through the cracks.
What's included
- Unified account & contact model purpose-built for insurance
- Renewal & policy lifecycle tracking
- Pipeline and producer activity dashboards
- Document management and version history
- Integrated email and calendar (Microsoft 365)
- Role-based permissions and audit trails
- API-first — extensible via Business Applications
- Migration support from legacy AMS / CRM