AgencyIQ works with all major lead providers to import their leads directly into your account. The elimination of data entry allows agents to receive their leads faster and more accurately than by email. The automatic import of leads can trigger your customizable marketing plan that is uniquely designed for your agency. AgencyIQ can also imports leads from your agency's website, facilitate for excel import and of course data entered leads. Visit our partners page for a list of some of our lead vendors.

Create your own email marketing plan with AgencyIQ! AgencyIQ features a unique platform for email that allows agents to create immediate email marketing as well as drip email opportunities. Our easy to use templatesare customizable and allow you to generate personalized individual email. We partner with you agency by providing helpful tips and continuing educational information to increase your success ratio with your email communications. AgencyIQ is an intuitive, flexible and cost effective email marketing solution!

Customizable rules in the system allow agents access to our robust workflow management tools. Automatically assign leads to producers, create email marketing from your producers, automate email marketing by stage of the sales process, create automatic reminder for follow up and delegate the lead through your office with on simple click. Our unique workflow management tools allow control over the sales process and decreases the steps to selling more business.

Managing your lead pipeline is the key to any successful lead management system. AgencyIQ allows insurance agents easy access to all of our prospecting tools. Agents can receive immediate notification of new leads, set a prioritization for their leads, record projected premium, set reminders for follow up and receive notifications for appointments to their cell phones.

AgencyIQ's proprietary tools enable insurance agents to immediately access a prospect's records. Agents can create notes, set reminders and attach documents to files allowing easy access to generate higher close ratios. In addition, AgencyIQ incorporates coverage details, secondary lines of business and unlimited storage, creating a robust environment to grow your book of business.