Insurance Agency Software, Built by an Insurance Agent

Insurance agency software refers to the tools an independent agency uses to capture leads, manage prospects, log sales, track commissions, and communicate with clients. Most agencies cobble together a CRM, a comparative rater, an agency management system (AMS), and a chat tool. OfficeHubb puts the lead-flow side of that stack (CRM, AI intake, sales tracking, commissions, and team messaging) on a single platform, built around the AMS and rater you already use.

An AMS like AMS360, EZLynx Agency Management, Applied Epic, or HawkSoft is the system of record for bound policies, billing, and certificates. OfficeHubb is built around it, not in place of it. OfficeHubb covers the workflow before and around a sale: lead intake, AI chat, pipeline management, follow-up automation, commission calculations, and team chat. The Quote button on a lead card copies the prospect’s details and intake answers and opens your rater. When you log a sale, one click opens your AMS so you can file the policy there. Your AMS stays the system of record. OfficeHubb opens it for you; it does not read or change the records inside it.

No. Your rater does the quoting. OfficeHubb gathers the prospect’s details and answers for it. Tell us which rater you use (PL Rating, Tarmika, QuoteRUSH and others) and 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. You paste and quote there. When the policy is bound, you enter the sale in OfficeHubb to log it and work out the commission.

Yes. OfficeHubb is built around the rater and the management system you already use, and you keep both. Management systems: HawkSoft, Applied Epic, AMS360, QQCatalyst, NowCerts, Agency Matrix, Newton and EZLynx Agency Management. Raters: PL Rating, Tarmika, EZLynx Rating, QuoteRUSH, Bolt and TurboRater. Tell us which rater and management system you use, and we set up the hand-off with you. 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. You paste and quote. For any other rater it copies the same details and you open the rater yourself. After you log a sale, one click opens your management system at the sign-in page you saved, so you can file the policy while it is fresh. On The Full Package, Instant Quotes is a new option that sends a finished intake straight to your QuoteRUSH account as a new lead. It is new, so check your first lead in QuoteRUSH before you rely on it. Have a list already? Send us your leads or past sales as a CSV, an Excel file or a PDF with text in it, and our support team loads them for you. A lead vendor can post leads to a web address that belongs to your agency. 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.

OfficeHubb ships with 23+ insurance carriers preconfigured for sales logging and commission calculations, including major P&C carriers and Florida specialty markets. You can add custom carriers in agency settings. Carrier selection is per-line and supports auto, home, life, flood, umbrella, commercial, and more.

Yes. From inside OfficeHubb, send us a CSV, an Excel file (.xlsx or .xls) or a PDF with text in it. It can be your leads or your past sales. Our support team loads the file for you and answers in your support chat. If you buy leads from a vendor, the vendor can post them to a web address that belongs to your agency, and each one becomes a card on your pipeline.

It is one of the most common entry points. Agents leaving a captive carrier (Allstate, State Farm, Farmers, etc.) need lead-flow tooling that is not carrier-issued. OfficeHubb gives them a CRM, branded agency page, AI intake, and commission tracking on day one — without an enterprise contract or six-month implementation.

Every package is free for 14 days. Finish the setup checklist and $100 comes off your first bill.

Three packages. Basics is $179 a month for 10 seats. Solo is $120 for 3 seats, or $295 with the receptionist. The Full Package is $365 for 10 seats, or $585 with the receptionist. Yearly billing takes about 17% off. See the pricing page for the full comparison.

Yes. Solo is built for one owner, or a husband-and-wife shop, tied to the phone. You get the pipeline, sales tracking, follow-up reminders, lead intake forms, the AI chat intake on your landing page, automated outreach, and customer email and texting, with an optional AI receptionist that answers the line. That is the whole front office for a one-person agency.

OfficeHubb is built in Florida by a third-generation insurance agent. Support is United States-based and runs through in-app chat plus email — no offshore tier-one ticket queue.