Connect. Quote. Engage. Close. Retain.
Efficient Contact and Lead Management

Centralizes and organizes all contact and lead information for quick access and streamlined communication. Helps agents track interactions and prioritize follow-ups effectively.

Predictive Lead Scoring

Uses AI to evaluate and rank leads based on their likelihood to convert. Enables smarter targeting and prioritization of high-potential prospects.

Advanced Campaign Management with EPBX

Integrated EPBX systems for managing outbound campaigns and tracking responses. Enhances outreach efficiency with automated dialing and call analytics.

Instant Product Comparisons & Quotes

Allows agents to generate side-by-side product comparisons and real-time quotes. Speeds up decision-making and improves client satisfaction.

Organized Pipeline Management

Visualizes the sales pipeline to track deal stages and progress. Helps agents stay focused and close more deals with better forecasting.

Optimized Customer Communication

Streamlines multi-channel communication including email, SMS, and calls. Ensures timely, personalized engagement with clients.

Automated Client Follow-Ups

Schedules and triggers follow-up messages automatically based on client behavior. Reduces manual effort and increases conversion rates.

Client Relationship Analytics

Provides insights into client behavior, preferences, and engagement history. Supports data-driven relationship building and retention strategies.

Dynamic CRM Dashboard

Offers a customizable, real-time view of key metrics and activities. Empowers agents and managers with actionable insights at a glance.

Interactive Training Modules & Virtual Assistants

Delivers on-demand learning and AI-powered support for agents. Boosts productivity and ensures consistent knowledge across teams.

Compliance Management Tools

Helps ensure adherence to industry regulations and internal policies. Minimizes risk with automated alerts, documentation, and audit trails.

Robust Server Hosting and Security

Ensures data is securely stored and accessible with high uptime. Protects sensitive client information with enterprise-grade security protocols.

Frequently Asked Questions
AgentFront CRM Plus homepage showing FAQ
What is AgentFront?
AgentFront is an all-in-one CRM and communication platform designed specifically for insurance professionals. It streamlines lead management, client communication, campaign execution, compliance, and more.
Who is AgentFront designed for?
AgentFront is built for health and life insurance agents, brokers, agencies, and sales teams looking to improve efficiency, compliance, and client engagement.
Is AgentFront cloud-based?
Yes, AgentFront is fully cloud-based and hosted on Amazon Web Services (AWS) for maximum security, scalability, and uptime.
Can I use AgentFront on mobile devices?
Yes, AgentFront is accessible via web browsers on desktops, tablets, and smartphones.
Is AgentFront HIPAA compliant?
Yes, AgentFront is built to support HIPAA, GDPR, SOC 2, and other regulatory standards.
How is my data protected?
Data is encrypted in transit and at rest, with multi-factor authentication, IP whitelisting, and regular backups.
Can I track compliance activity?
Yes, AgentFront provides audit trails, call recordings, and documentation logs for compliance reviews.

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