AgencyRoot

Crop Insurance Made Easy. Industry-leading software built by agents, for agents.

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Overview

AgencyRoot is a cloud-based agency management system designed specifically for crop insurance agents. It allows agencies to manage policies from all Approved Insurance Providers (AIPs) in a single platform. Key features include centralized document storage, powerful policy management tools with custom views, and collaboration tools like tasks and communication logs. The platform aims to simplify and enhance an agency's internal processes.

✨ Key Features

  • Centralized Document Storage
  • Unified Policy Dashboard for all AIPs
  • Collaboration Tools (Tasks, Communication Logs)
  • Rainfall Index Quoting (RainfallPro)
  • Livestock Insurance Quoting (LivestockPro)
  • Custom Reporting and Analysis

🎯 Key Differentiators

  • Specialization in the crop insurance industry.
  • AIP-agnostic platform that consolidates data from all providers.
  • Suite of specialty products for Rainfall and Livestock insurance.

Unique Value: AgencyRoot provides a single, unified platform for crop insurance agencies to manage their entire book of business, regardless of which AIPs they work with, eliminating data silos and improving internal efficiency.

🎯 Use Cases (4)

Managing a crop insurance agency with policies from multiple AIPs. Storing all agency documents in a single, secure cloud location. Collaborating on tasks and tracking customer communications within an agency. Quoting and analyzing Rainfall Index and Livestock policies.

✅ Best For

  • Uploading, viewing, and managing policies from all AIPs in one dashboard.
  • Creating custom views to quickly access specific policy information.
  • Using specialized tools for quoting Rainfall and Livestock products.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Direct policy processing (it's a management layer, not a processing system).
  • In-field agronomic data collection.

🏆 Alternatives

Applied Epic Vertafore AMS360 Generic document management systems (e.g., Dropbox, Google Drive)

Unlike generic agency management systems, AgencyRoot is built with the specific data, documents, and workflows of crop insurance in mind. Compared to using individual AIP portals, it offers a consolidated view of all policies.

💻 Platforms

Web iOS Android

🔌 Integrations

Data imports from all major AIPs

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: NA

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