Platform features

Everything for the lead-flow side of your agency

The pipeline, AI intake, sales tracking, and customer messaging layer for modern insurance agencies — built to sit alongside your AMS and comparative rater, not replace them.

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

One Platform for Lead Flow

Pipeline, AI intake, sales, commissions, chat, forms, and reviews — alongside the AMS and rater you already use

📋

CRM Pipeline

Kanban-style lead management with full visibility into every prospect.

  • Drag-and-drop cards across customizable stages
  • Card aging indicators and follow-up scheduling
  • Source badges (Website, Form, Lead, Manual)
  • Split credit zones for shared deals
  • Per-user pipeline views with role-based access
  • Dead lead archive with one-click restore
📊

Sales Tracking & Analytics

Real-time reporting across your entire agency with interactive dashboards.

  • Multi-policy sale logging with carrier selection
  • Support for 23+ carriers out of the box
  • Product types: Auto, Home, Life, Flood, and more
  • Interactive ECharts dashboards and breakdowns
  • CSV export for external reporting
  • Role-based edit and delete permissions
💰

Commission Engine

Flexible commission plans that auto-calculate on every logged sale.

  • Three models: flat rate, brackets, and growing tiers
  • Per-user commission plans with quota tracking
  • Auto-calculation on every sale — no manual math
  • Commission dashboard with projections and calculators
  • Hourly rate support for hybrid compensation
  • Trophy milestones for team motivation
💬

Team Chat

Real-time messaging built for how agencies actually communicate.

  • Agency-wide team channel for announcements
  • Direct messages with unread badges
  • File attachments (images, PDFs, documents)
  • Persistent message history across sessions
  • Support channel with AI-assisted first response
  • Always-on slide-out panel — no context switching
🤖

AI-Powered Client Intake

A Claude-powered chatbot that captures leads 24/7 on your agency landing page.

  • Product-aware questioning (auto, home, life, flood, etc.)
  • Intelligent question ordering for natural conversation
  • Preferred agent matching with round-robin fallback
  • Live agent takeover with real-time transcript
  • Automatic lead creation in your pipeline
  • Works on your branded /agency page — no setup needed
📝

Lead Intake Forms

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

  • 63 system questions across insurance products
  • Conditional logic engine for smart question flow
  • Multi-select, file upload, and skip buttons
  • Agent selection for personalized follow-up
  • AI sessions that adapt to prospect responses
  • Mobile-friendly chat-style interface
🌐

Agency Landing Pages

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

  • Public URL at /agency/your-slug
  • Displays your enabled insurance products
  • Integrated AI chatbot for instant quotes
  • Live agent join with real-time notifications
  • "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.

  • In-app notification bell with unread counts
  • Live prospect popups across all dashboard pages
  • Agent join alerts for active chat sessions
  • Platform broadcast notifications from support
🏢

Multi-Tenant Architecture

Complete agency isolation with role-based access — built for teams.

  • Each agency is fully isolated with its own data
  • Role-based access: Agent, Management, Service, Sales
  • Row-level security on every database query
  • Audit trails for compliance and accountability
  • Team member invitations with role assignment
  • Platform support console for OfficeHubb admins
✦

Start your next chapter

Bring your lead flow into one premium platform

One elegant platform for pipeline, AI intake, reporting, and customer messaging — alongside the AMS and rater you already use.

Start FreeBook a demo