Modern insurance tools.
Easy to set up,
hard to beat.
AI intake, sales pipeline, and automatic messaging, plus an optional AI receptionist that answers your phone. Built for the modern insurance agency. Plug and play: it sits alongside the tools you already run and starts working leads the day you sign up.
Sits alongside the tools you already run
The lead's journey
Follow one lead from first click to five-star review
Four chapters, one platform. Each picture plays as you scroll.
01Capture
Your next customer shows up at 11 PM. OfficeHubb answers.
A public page your agency owns
Your page takes quotes and service requests on its own. It asks what an agent would ask, gets the details a full quote needs, and takes a service request with what the office needs to fix it.
- Quote requests come in with the details a full quote needs
- Service requests come in with what it takes to fix them
- Works the same on a phone
A 24/7 intake agent that talks like a producer
AI-powered intake chats with prospects right on your page. It gets the info you need to quote, right away, and it knows the carriers you actually write. Any teammate can claim the lead and take over live, mid-conversation. If nobody's around, the AI finishes the interview and files the lead itself.
- Captures leads while you sleep
- 'Claim the lead' hands the chat to a human in one click
- Every finished chat lands as a pipeline card, auto-assigned
AI intake comes with Solo and The Full Package.
02Work the lead
From new to quoted without anything slipping through.
Every lead, every stage, one drag-and-drop board
Track your leads in a way that finally feels simple: drag each one from new to sold. Cards age visibly, follow-ups hide until due and resurface on their own, and dead leads land in a recoverable archive, not the trash.
- Card aging + follow-ups that come back on schedule
- One click copies the lead's details and answers, then opens your rater
- Split credit between two producers in one click
The whole agency in the loop
Chat with your office, your clients, and your AI assistant, all in one place, tied to the same lead cards your team is working. No separate app, no context-switching.
- Agency channels + 1:1 DMs
- Files, reactions, and a built-in support thread
- New-lead and sold notifications land where the team already is
03Close and count it
The sale, the record, and the commission, all in one motion.
One click to Sold, with the paperwork built in
Move the card to Sold and OfficeHubb logs the sale, posts commission to the right plan, and tells the team. A card can't reach Sold without a sale report behind it, so the numbers stay honest.
- Required fields keep the data clean as you close
- Auto-creates the matching sales record
- Triggers the team notification for the celebration
Earnings update the moment a sale lands
Log the sale once. Commission auto-calculates against the right plan (flat rate, brackets, or growing tiers), and it shows on the dashboards right away.
- Three plan structures, zero spreadsheets
- Quota tracking + per-agent dashboards
- Audit log and CSV export every cycle
Ask your numbers anything
A copilot that knows your book. Ask how the month closed, where the pipeline's jammed, or which products are moving. Every figure is pulled live from your own data, with the source shown.
- "How much premium have we written this month?" Answered in seconds
- Spots the bottleneck and suggests the next move
- Every number cites its source, no made-up stats
Agency AI comes with every package.
04Keep them yours
After the close: reviews, renewals, and follow-ups that don't rely on memory.
Turn closed deals into five-star reviews
After the close, send a one-tap branded review request. Track who responded, watch the rating climb, and reply to new reviews without leaving OfficeHubb.
- Branded request email in one click
- Tracks who responded and which deal they came from
- Review inbox with reply shortcuts
Let AI work for you
Quote follow-ups write themselves and wait for your okay. You switch from doing the work to approving it. Nothing sends without you, and every message clears the compliance checks first: consent, quiet hours, opt-outs, caps.
- Drafts wait for your Approve (auto-send is opt-in, per user)
- One-tap tweaks before it goes: shorter, warmer, less salesy
- Quiet hours, TCPA consent, and opt-outs enforced automatically
Customer email and texting come with every package. The AI that drafts your outreach comes with Solo and The Full Package.
The deal
Free for 14 days. Every package.
Your card is not charged until the trial ends. Cancel anytime. Two weeks with real leads is enough to know.
Start free for 14 daysCome for one thing. Keep the whole front office.
Some agencies want the pipeline. Some want commissions handled. Some want the follow-ups off their plate. It's one login either way.
Sales pipeline
Every lead on one drag-and-drop board. Nothing lives in your head or on a legal pad.
Commission tracking
Each producer's cut, calculated automatically on every sale. No more spreadsheet season.
Automated follow-ups
Quote follow-ups drafted for you. You approve, it sends from your agency, not ours.
Client intake forms
The questions you ask every new client (home, auto, boat), answered on your website before you ever pick up the phone.
Sales reporting
Who's selling what, which products move, and where your leads actually come from.
Google reviews
A one-tap review request after every closed deal. Watch the stars stack up.
AI receptionist
Answers your phone when you can't, in hours or after. It asks your own quote questions, or takes down what your office needs for a service request. Quotes land in your pipeline and service requests land on your Requests page.
Optional on Solo and The Full Package.
See what it does on a call →Keep your AMS and rater. We built around them.
OfficeHubb is built around the AMS and rater you already run. Your book stays in your AMS. Your rater keeps rating. OfficeHubb runs the front office: capturing, working, and closing the lead. One click on a lead card copies the prospect's details and intake answers and opens your rater in a new tab. You paste and quote. After the sale, one click opens your AMS so you can file the policy.
No data migration. No rip-out. Live in minutes.
Comparative raters
Agency management systems
Why OfficeHubb exists
“I'm a third-generation insurance agent in Florida. My grandfather was the first.”
OfficeHubb wasn't built from a coffee-shop pitch deck. It was built inside a working P&C agency, because duct-taping CRMs, spreadsheets, and chat tools together stopped being funny. It runs my agency today. It can run yours tomorrow.
— the founder, still a working agent
Start your next chapter
Stop being behind.
Pipeline, AI intake, commissions, and customer messaging in one place. Live in minutes, not months. And it plays nice with the tools you already run. Add the AI receptionist and it answers your phone when you can't pick up.