A Post-Launch Resource Guide

How to get the most out of ActiveAgency

There's a reason we call it ActiveAgency. 🚀

How to get the most out of ActiveAgency

24/7 Client Portal

Today, people expect to be able to work with your insurance agency how and when they want. Now, with ActiveAgency, you can offer clients an easy way to make policy changes, request certificates and more.

Suggested Action Items

  • Tell clients about this new option via email, phone, text and social media
  • Add a link to your email signature so clients (and prospects!) know you offer this convenient feature
  • Use the Policy Review form for annual renewals (send the link to clients a month or two before policy renewal)

ActiveAgency Update Request

As an ActiveAgency subscriber, you’re welcome to email, chat or call us. Or, complete the form below. 👋🏻