Run Your Entire
Insurance Agency
From One Platform.
AgencyStryde brings CRM, renewals, service, sales, communications, reporting, automations, AI, and agency intelligence into one connected operating system built specifically for independent insurance agencies.
Agency Revenue
$186K
↑ 8% this month
Written Premium
$4.2M
↑ 12% this month
Active Clients
847
↑ 23 this month
Retention Rate
91.4%
↑ 2.1% vs last yr
Open Renewals
38
⚠ Action needed
Service Requests
14
3 overdue
Producer Scorecards
Seth Cox
$1.2M
James Wilson
$890K
Maria Torres
$640K
Upcoming Renewals
Johnson Family
QuotedSmith Auto Policy
ReviewDavis Commercial
SentRecent Activity
Text sent to Johnson Family
2m ago
Auto policy renewed #617
14m ago
Service request closed
1h ago
New lead — Martinez Family
2h ago
One Platform For Every
Part Of Your Agency.
Every tool your agency needs — built together, connected by design, and accessible from one login.
Client Management
Every client, policy, and relationship in one profile.
Renewal Center
Manage the full renewal workflow from one place.
Service Center
Track every service request from open to closed.
Sales Pipelines
Build a repeatable, trackable sales process.
Agency Intelligence
See what's really happening inside your business.
Reporting
Book of business reports by carrier, line, producer, and more.
Communications Hub
Shared text, email, and internal messaging in one place.
Automations
Automate renewals, follow-ups, and service workflows.
Ava AI Assistant
Ask questions, generate reports, draft messages.
Secure Payments
Collect payment info securely through a dedicated portal.
Document Storage
Attach documents directly to clients and policies.
Team Management
Roles, permissions, scorecards, and compensation tracking.
Stop Guessing. Start Managing
With Real Agency Data.
AgencyStryde helps agency owners see what is actually happening inside the business — without relying on spreadsheets or manual team reporting.
Know your numbers, understand your team, and make better decisions with real-time agency intelligence.
- Track revenue and written premium
- See producer scorecards
- Track KPIs automatically
- See where business is coming from
- Track lead sources and close rates
- Monitor client profitability
- Identify high-service clients
- Book of business by carrier, line, ZIP, and producer
- Understand who is producing and who needs coaching
- See where the agency is leaking money
Renewals That Create Retention,
Revenue, And Protection.
The Renewal Center is more than a renewal list. It manages your entire renewal workflow — from initial review to client response to documentation — while surfacing cross-sell opportunities and supporting E&O protection along the way.
- Renewal pipeline and status tracking
- Renewal questionnaire with client response tracking
- Automated client follow-up sequences
- Cross-sell and missing coverage recommendations
- Quote comparison tools
- Remarketing tracking
- Documentation that supports E&O protection
Renewal Pipeline
See every upcoming renewal and its current status at a glance.
Renewal Questionnaire
Surface additional lines and document client responses automatically.
Automated Follow-Ups
Send the right message at the right time without manual effort.
Cross-Sell Recommendations
Identify missing coverage opportunities on every renewal.
Policy Changes
Track endorsement requests, coverage changes, and carrier follow-ups.
Claims Follow-Up
Log and track every claim through to resolution.
ID Cards & Certificates
Manage ID card requests and certificate issuance in one place.
Assigned & Prioritized
Every request has an owner, due date, priority, and status.
Track Every Service Request
From Start To Finish.
Service work is no longer scattered across texts, emails, sticky notes, or memory. Every request is logged, assigned, tracked, and documented — so nothing falls through the cracks.
- Policy changes and endorsement requests
- Billing issues and payment follow-ups
- Claims follow-ups and status tracking
- Mortgagee updates
- ID card and certificate requests
- Carrier and client follow-ups
- Assigned user, due date, priority, status, notes, files, and activity log
Build A Repeatable
Sales Process.
Create and manage multiple pipelines based on how your agency actually sells — from first contact to bound policy to onboarded client.
- New business pipeline
- Unlimited custom pipelines
- Lead tracking
- Producer assignment
- Sales task management
- Follow-up tracking
- Quote status tracking
- Close rate visibility
- Onboarding pipeline after sale
- Lead source reporting
Pipeline Visibility
See every opportunity, its stage, value, and next action.
Producer Assignment
Assign leads to producers and track activity by rep.
Close Rate Tracking
Know which sources close and which ones drain time.
Onboarding Pipeline
Automatically move sold clients into an onboarding workflow.
Every Client Conversation
In One Place.
Stop bouncing between personal phones, email inboxes, and texting apps. AgencyStryde puts every client touchpoint — texts, emails, notes, and internal messages — in one shared, searchable inbox attached to the client profile.
- Shared team text inbox
- Shared team email inbox
- Internal messaging between team members
- Full client communication timeline
- Message templates for common responses
- AI-assisted response drafting
- Communication history attached to every client profile
Johnson Family
2m ago
Hey, can I get proof of insurance?
Davis Account
14m ago
Re: Commercial Policy Renewal — Question about coverage limits
James W. → Seth
1h ago
Need to review Smith Auto before 7/15 renewal
Martinez Family
3h ago
We'd like to add a teen driver to the policy
Meet Ava, Your Built-In
Agency Assistant.
Ava is designed around your agency's data and workflows — not a generic AI chatbot. She knows your clients, your team, and your numbers.
Ask questions about agency data
Generate reports on demand
Summarize client activity
Create daily briefings
Draft emails and texts
Generate social media content
Identify follow-up opportunities
Surface what needs attention today
Ava works with your agency data — not generic training data — to give you answers that are actually useful.
Automate The Work That
Slows Your Team Down.
Stop manually following up, creating tasks, and routing work. AgencyStryde automates the repetitive workflows so your team can focus on clients, not logistics.
- Renewal automation sequences
- Sales follow-up automations
- Service workflow automations
- Automatic task creation from triggers
- Client communication workflows
- Lead routing and assignment
- Stop-on-response logic
Renewal Sequences
Automatically notify clients, collect responses, and move renewals forward.
Sales Follow-Ups
Keep leads warm with timed, automatic outreach that stops when they respond.
Service Workflows
Route requests, assign tasks, and send updates without manual work.
Smart Routing
Assign leads and service requests to the right team member automatically.
Secure Payment Links
Send clients a dedicated link to submit payment information safely.
Secure Collection Form
Clients enter payment details through an encrypted, agency-branded form.
Auto-Delete After Use
Sensitive payment information is automatically removed once no longer needed.
Reduce Delays
Avoid collecting sensitive info over text or email — keep your agency protected.
Collect Payment Information
Securely.
Send clients a secure link to submit payment information — no more collecting card numbers over text messages or email threads. Sensitive data is automatically removed after it's no longer needed.
Reduce payment delays, protect your clients, and keep your agency out of the business of handling raw payment data unsafely.
Replace Disconnected Tools
With One Operating Platform.
Most agencies are stitching together 6–10 different tools. AgencyStryde replaces them all.
The Old Way
- Separate CRM (or no CRM)
- Renewal lists in spreadsheets
- Service requests in email inboxes
- Text messages on personal phones
- Manual reporting pulled from multiple systems
- Task lists in sticky notes or separate apps
- No visibility into producer performance
- No automation — everything is manual
The AgencyStryde Way
- One client profile with full history
- One renewal workflow with automations
- One service center, tracked start to finish
- One shared communication inbox
- One reporting dashboard with real-time data
- One task system tied to clients and pipelines
- Producer scorecards built into the platform
- Automations that work while your team doesn't
Stop Managing Software.
Start Growing Your Agency.
AgencyStryde gives independent agencies one place to manage clients, policies, renewals, sales, service, communications, reporting, and growth.