The agency workspace

Knowledge and follow-through, in one place.

One subscription for AI knowledge, client and policy records, shared tasks, and agency resources.

01 / The agency workspace

Ask about your agency’s documents

Upload selected carrier guides and internal procedures. The AI assistant retrieves relevant passages and can include document names and page references. Check the uploaded original before acting on an answer.

02 / The agency workspace

Keep the next step visible

Use shared tasks, client notes, policy tracking, and a carrier directory to organize follow-up. Assistant task and note proposals require your approval before they are saved.

03 / The agency workspace

Enable only what your team needs

The workspace also includes resources, reports, training links, FEMA flood maps, and Massachusetts property lookup. Module availability is configured per agency. Set up the workspace around your team’s daily work.

04 / The agency workspace

Work alongside your existing AMS

AgencyOver does not offer a native AMS sync or carrier quoting and binding. Agree which system owns each record before onboarding so your team does not inherit unnecessary duplicate entry.

One workspace for agency knowledge and everyday follow-up.

See subscription pricing

See AgencyOver in action

A shared workspace.
A clearer agency day.

Take a tour of the product and see how your team can use it. We’ll walk through the workspace and answer your subscription questions.

Book a demo