Agentero Overview

Agentero is a specialized insurance agency software designed to streamline operations for insurance brokers and agencies. This platform offers a comprehensive suite of tools for managing customer relationships, tracking policies, and automating administrative tasks, enabling agencies to enhance their efficiency and service delivery. With Agentero, users can easily access client information, manage quotes, and track renewals from a centralized dashboard, improving workflow and reducing time spent on manual processes. The software integrates with various insurance carriers and third-party applications, facilitating seamless communication and data sharing across the organization. Additionally, Agentero provides analytics tools that help agencies monitor performance metrics, assess client engagement, and identify opportunities for growth. By implementing Agentero, insurance agencies can optimize their operations, improve customer satisfaction, and drive business growth through effective management of their insurance offerings.

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Agentero Screenshot & Video

Contact Details

  • Vendor Name Agentero
  • Founded 2017
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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Agentero Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

Agentero Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Agentero FAQs

Agentero is a specialized insurance agency software designed to streamline operations for insurance brokers and agencies. This platform offers a comprehensive suite of tools for managing customer relationships, tracking policies, and automating administrative tasks, enabling agencies to enhance their efficiency and service delivery. With Agentero, users can easily access client information, manage quotes, and track renewals from a centralized dashboard, improving workflow and reducing time spent on manual processes. The software integrates with various insurance carriers and third-party applications, facilitating seamless communication and data sharing across the organization. Additionally, Agentero provides analytics tools that help agencies monitor performance metrics, assess client engagement, and identify opportunities for growth. By implementing Agentero, insurance agencies can optimize their operations, improve customer satisfaction, and drive business growth through effective management of their insurance offerings.

  • No, Agentero does not offer a free version.

  • Yes, Agentero offers a free trial.

  • No, Credit Card details are not required for the Agentero trial.

  • No, Agentero does not offer an API.

  • Agentero offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Agentero offers training with the following options:
    • Live Online , Webinar , Documentation

  • Agentero supports the following languages:
    • English

  • Following are the typical users of the Agentero:
    • Self-Employed , Small-Business , Midsize-Business

  • Agentero supports the following deployment:
    • Cloud Hosted

  • Agentero supports the following devices and operating systems:
    • Web-Based , iPhone , Android