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Insurance Agency Management
Overview
Focus
Insurance Agency Management
Insurance Agency Management
Product
Agent-facing client data collection platform for independent insurance agencies to automate renewals.
Insurance agency management platform built on Salesforce delivering CRM and policy workflows for brokers.
Headquarters
Ankeny, Iowa
Milwaukee, Wisconsin
Company size
11-50 employees
51-200 employees
Founded
2020
2011
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026