Platform features

Everything for the lead-flow side of your agency

Everything that happens before the policy is bound: catching the lead, working it, and closing it. Your AMS and rater stay right where they are.

CRM + lead workflow
AI intake + chat
Sales + commissions
📋

CRM Pipeline

One board that shows you every prospect and where each one stands.

  • Drag-and-drop cards across customizable stages
  • Cards change color as they age, and follow-ups come back on their own
  • Every lead shows where it came from
  • Split a deal with a teammate in one drag
  • Producers see their own leads, you see all of them
  • Dead leads get filed away, not deleted
📊

Sales Tracking & Analytics

See what your whole agency is writing, updated as sales are logged.

  • Log every policy on a sale, not just one
  • 42 carriers ready to pick from
  • Product types: Auto, Home, Life, Flood, and more
  • Charts for premium, product, and producer
  • Export to a spreadsheet anytime
  • You control who can edit or delete a sale
💰

Commission Engine

Set the plan once and every sale figures itself out.

  • Three models: flat rate, brackets, and growing tiers
  • A different plan per producer, with quotas
  • Auto-calculation on every sale, no manual math
  • Everyone sees what they have earned and what is coming
  • Hourly pay handled alongside commission
  • Trophy milestones for team motivation
💬

Team Chat

Real-time messaging built for how agencies actually communicate.

  • Agency-wide team channel for announcements
  • One-on-one messages with unread counts
  • Send images, PDFs, and documents
  • Nothing disappears, so you can scroll back anytime
  • A support line to us, answered right away
  • Slides out over whatever page you are on
🤖

AI-Powered Client Intake

An AI chat on your agency page that captures leads around the clock.

  • Different questions for auto, home, life, and flood
  • Asks in an order that feels like a real conversation
  • Sends the lead to the producer they asked for
  • Any producer can step in mid-chat
  • The finished chat lands on your board
  • Works on your agency page with no setup
📞

AI receptionist

Answers your agency phone, in hours and after. Optional on Solo and The Full Package.

  • Tells the caller the call is recorded, and says it is an AI if asked
  • On a quote call, asks your own list of quote questions, one at a time
  • On a service call, takes down which policy, what is changing, the dates, and whether it is needed today
  • Quote calls become pipeline cards and service calls land on Requests, each with a summary and the recording
  • Works in English and Spanish
  • Can read out a carrier’s claims or billing number, or put the caller through to it
  • Never gives a price, says what is covered, changes a policy, or takes a card or Social Security number
See the AI receptionist
📣

AI Outreach & Customer Messaging

Texts and emails that go out fast and keep going until a lead answers.

  • A first message drafted the moment a lead lands
  • Every morning, a list of who is due for a follow-up
  • Drafts written from what that lead actually told you
  • You approve before anything sends, and steer the tone in one tap
  • Email and text, both tracked on the lead, both schedulable
  • Opt-outs and quiet hours handled for you
✨

Agency AI Copilot

Ask questions about your agency in plain English and get answers grounded in your live data.

  • Ask about your pipeline, your sales, or your team
  • Every answer comes from your real numbers
  • Owners see the agency, producers see their own book
  • “How much premium have we written this month?”
  • “How did each producer do last month?”
  • Answers coverage and product questions too
📝

Lead Intake Forms

Conversational, one-question-at-a-time forms that feel like texting.

  • Ready-made questions for every product you write
  • Skips the questions that do not apply
  • Multiple choice, file uploads, and a skip button
  • Prospects can pick who they want to hear from
  • Follows the answers instead of a fixed script
  • Reads like a text thread on a phone
🤝

Works with your rater and management system

Built around the rater and management system you already use, and you keep both. Tell us which rater and management system you use, and we set up the hand-off with you.

  • Management systems: HawkSoft, Applied Epic, AMS360, QQCatalyst, NowCerts, Agency Matrix, Newton, EZLynx Agency Management
  • Raters: PL Rating, Tarmika, EZLynx Rating, QuoteRUSH, Bolt, TurboRater
  • Once you name your rater, every lead card gets a Quote button. One click copies the prospect’s contact details and every intake answer on the card, then opens your rater in a new tab
  • After you log a sale, one click opens your management system at the sign-in page you saved
  • New on The Full Package: Instant Quotes sends a finished home, auto or flood intake to your QuoteRUSH account as a new lead. Check your first one
  • Send us your leads or past sales as a file and our support team loads them. Sale records export to CSV
  • Your management system stays your system of record. OfficeHubb opens it for you; it does not read or change the records inside it
Read the guide
🌐

Agency Landing Pages

Every agency gets a branded public page for lead capture, ready to share.

  • A web address of your own to share
  • Shows the products you actually write
  • AI chat built into the page
  • Your team gets pinged the second someone chats
  • "Get a Quote" and "Chat with Us" CTAs
  • Powered by OfficeHubb branding
⭐

Google Reviews

Request and manage Google reviews to build your agency's online reputation.

  • Send review requests to happy clients
  • Track review status and follow-ups
  • Build social proof for your agency page
🔔

Real-Time Notifications

Never miss a lead or team update with instant in-app alerts.

  • A bell with unread counts
  • A popup the second a prospect starts chatting
  • Alerts when a teammate joins a chat
  • Notices from our support team
🏢

Your Data Stays Yours

Your agency data is separate from everyone else, with access you control.

  • No other agency can see your book
  • Four roles: Agent, Management, Sales, and Service
  • Security enforced on every record, not just the screen
  • A record of who changed what
  • Invite a teammate and pick their role
✦

Start your next chapter

Bring your lead flow into one premium platform

Your pipeline, your intake, your reporting, and your customer messaging, all in one place.

Start FreeBook a demo