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Insurance Agency Management
Overview
Focus
Insurance Agency Management
Insurance Agency Management
Product
Insurance agency management system with client management, accounting, reporting, and ACORD forms for independent agencies.
Insurance agency management platform built on Salesforce delivering CRM and policy workflows for brokers.
Headquarters
Sandy, Utah
Milwaukee, Wisconsin
Company size
51-200 employees
51-200 employees
Founded
1995
2011
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026