Agent Sites NOW Agency Suite
AGENT SITES NOW · AGENCY SUITE

Everything your
agency does.
Coming together.

One workspace for your people, communications, creative work and agency operations.

Open your suite Explore the eight modules ↓

Build 17 of 17 · Original systems inside the suite · 0 builds remaining

CONNECTED BY DESIGN 01 / 08
Your agencyOne shared foundation
People
Create
Connect
Grow
Eight tools. One direction.Designed around the way your agency works.
One suite sign-in Access by role Central administration Familiar workflows
THE COMPLETE PICTURE

Eight connected workspaces.

The complete supplied application engines run inside your suite with their original interfaces, record tools and roles. Your existing standalone installations remain separate.

Available · Build 3

Agency Management

Agents, staff, carriers, contracts and assignments.

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Available · Build 4

Agent Network NOW

Recruiting prospects, conversations, follow-ups and agency handoffs.

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Available · Build 5

Document Studio

Editable flyers, letters, templates and shared brand assets.

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Available · Build 6

Email Campaigns

Audiences, email design, sending and campaign reporting.

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Available · Build 7

Member Notices

Assigned members, service notices, texting and replies.

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Available · Build 8

Mailers

Mail orders, counts, proofs, approvals, invoices and meetings.

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Available · Build 9

Giveaways

Registration, tickets, prizes, drawings and saved records.

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Available · Build 10

Commissions

Statement imports, reconciliation and agency income reporting.

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Available · Build 17

Agent Booking NOW

Agent calendars, booking links, reminders and appointment follow-up.

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Available · Build 17

Lead Manager

Lead intake, agent assignments, follow-ups and email campaigns.

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Available · Build 17

MAPD Plan Change Intelligence

Plan searches, annual changes, county markets and source review.

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Available · Build 17

Scope & Consent

Permission to contact, scopes of appointment, signatures and records.

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Available · Build 17

Agent Sites NOW Storage Manager

Server storage scans, folder review, cleanup approvals and reports.

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FROM FIRST CONNECTION TO FOLLOW-UP

Familiar tools.
One place to work.

01

Bring your team together

Create your suite owner, initialize the original systems and assign each person to the tools they need.

02

Create and coordinate

Open the original editors and workflows to create documents, organize mailers, manage agency records and prepare communications.

03

Follow the results

Use each original system’s dashboards and reports, with centralized backups, updates and recovery.

Each original application retains its record relationships and permission rules. Existing base-workspace data is preserved separately. Provider services use your configured accounts.

AGENCY SUITE ●

Your next step,
at your fingertips.

WorkspaceYour agency overview
People Studio Notices Giveaways
BUILT FOR YOUR HOME SCREEN

A mobile experience.
Your own app icon.

Open the suite from your home screen, with navigation designed for a phone and a layout that adapts to your desktop.

  • Touch-friendly menus and controls
  • A distinct Agency Suite name and icon
  • A helpful offline screen when your connection drops
Installation instructions

Phone illustration shows the intended module layout. The suite requires an internet connection for workspace tasks.

A SEPARATE, FRESH INSTALLATION

One foundation. Room to grow.

The suite brings the eight supplied applications into one installation with familiar screens, scoped accounts, coordinated updates and composite backup and restore.

Enter your suite