AgencyRoot 1.3

The AgencyRoot platform offers a comprehensive solution tailored for crop insurance agents seeking efficient tools for their everyday tasks.

• Prospects and Customers Management:
• Effortlessly access and update contact information for prospects and customers.
• Seamlessly integrate contact data with your preferred iOS applications for calling, texting, emailing, or mapping locations.
• Add and review customer communication notes while on the move.

• Streamlined Reminder System:
• Create and delegate tasks within your agency with ease.
• Sync reminders to receive timely notifications on your iOS device when tasks are approaching their due dates.

• Exclusive Mobile Features:
• Benefit from voice-to-text functionality for swift communication and note-taking directly from your phone.
• Enjoy the convenience of TouchID and FaceID login options for the fastest access.

If you are new to AgencyRoot, visit our website at www.agencyroot.com from your computer to explore more features and register for our services.