The Future of Insurance Sales Distribution
A digital platform for insurance agencies to manage clients, policies, and communications powered by AI automation.
AgentSpace Dashboard
Transform Your Agency in 3 Simple Steps
Auto-Pull Carrier Data
AI agents automatically extract and sync policy data from carrier reports in minutes.
Automate Workflows
Let AI handle routine tasks like client follow-ups, policy renewals, and document management.
Grow Your Business
Focus on relationships and closing deals while AgentSpace manages retention, data, and insights.
Built for Insurance Agencies, Powered by AI
Client Management
Comprehensive CRM tailored to insurance workflows.
- 360 degree client profiles with policy history and renewal data
- Automated renewal reminders and follow-ups
- Smart segmentation for personalized campaigns
Client Dashboard
Active Policies by Carrier
Persistency Insights
Understand which carriers, agents, and teams are retaining clients and which are leaking revenue.
- Carrier-level persistency analytics
- Real-time revenue leak detection
- Historical performance tracking
AI Chat Analytics
Ask your data anything — instantly.
- Create custom graphs and metrics with natural language
- Compare agents, teams, or carriers
- Get visual reports on demand
"Show me persistency by carrier over the last 6 months"
Here is your persistency analysis:
Automated Message Timeline
Client Retention & Messaging
Keep every client engaged automatically.
- Personalized birthday messages
- Billing and renewal reminders
- Lapse prevention alerts (agent + client)
- Upcoming AI-powered client assistants
Security & Compliance
Enterprise-grade security with full regulatory compliance built in.
Discover Hidden Revenue Leaks in 60 Seconds
Estimate Your Opportunity
(This helps us estimate your potential monthly savings)
Agencies submitting $860K/month typically discover $19,063.1 to $29,956.3 in hidden leaks monthly
From Chaos to Clarity
Dozens of spreadsheets, no clear persistency tracking
Missed renewals and untracked lapses
Hours spent manually updating CRMs
No visibility into carrier performance
Unified dashboard showing carrier-level persistency
Automated lapse detection and client messaging
AI workflows updating client and policy data automatically
Real-time insights across all carriers and agents
Why We Built AgentSpace
The founders ran a multi-million-dollar insurance agency but lacked visibility into what was actually working.
They couldn't tell which carriers were bleeding money or which agents needed help. Critical business decisions were being made in the dark.
Frustrated by expensive, clunky software that didn't solve their real problems, they built the solution themselves — combining real industry experience with modern AI technology.
Trusted by Agencies Working With
Frequently Asked Questions
Ready to Transform Your Agency?
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