BUILT FOR INSURANCE AGENTS & AGENCIES
Spend Less Time Running Your Systems. More Time Selling Policies.
Agent Boost 360 brings your CRM, lead management, communication, scheduling, automation, AI, and other essential tools into one insurance-focused platform.
Streamline the work happening behind the scenes so you can spend less time managing technology and more time talking to prospects, serving clients, and growing your book of business.
The Problem
Your Systems Should Make Your Job Easier
Insurance agents already have enough to keep track of.
New leads need follow-up. Appointments need to be scheduled. Prospects need nurturing. Clients need answers. Tasks need to get completed. Opportunities need to move through the pipeline.
When all of that depends on disconnected tools and manual processes, things get missed and valuable selling time disappears.
01
Too Many Systems
Stop bouncing between separate tools just to manage one sales process.
02
Too Much Manual Follow-Up
Automate repetitive communication, reminders, tasks, notifications, and administrative work.
03
Too Much to Keep Track Of
Keep your leads, conversations, appointments, opportunities, tasks, and client information organized in one place.
04
The Agent Boost 360 Difference
Agent Boost 360 helps connect the pieces so your backend works more efficiently.
Platform Overview
One Platform Behind Your Sales Process
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable
business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Workflow Automation
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Forms, Surveys & Funnels
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
AI-Powered Tools
Use built-in AI to create content, streamline processes, summarize, assist with communications, and get more done.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
Calendars & Scheduling
Let prospects and clients schedule appointments while connecting those appointments to the rest of your sales process.
Websites & Landing Pages
Create web experiences that connect directly and seamlessly with the systems running behind your business.
Connected Operations
Keep more of the work surrounding your sales process in one platform instead of managing separate disconnected tools.
Platform Overview
One Platform Behind Your Sales Process
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
CRM & Pipeline Management
Organize leads, prospects, and clients while tracking opportunities throughout your sales process.
Calls, Texts & Email
Manage business communication from a centralized platform and keep conversations connected to the people in your CRM.
Workflow Automation
Automate follow-up, reminders, record updates, lead routing, notifications, appointment processes, tasks, and other repetitive activities.
One connected system
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable business without piecing together a collection of disconnected systems.
Forms, Surveys & Funnels
Capture information, qualify prospects, and trigger the next step in your process automatically.
Websites & Landing Pages
Create web experiences that connect directly with the systems running behind your business.
Connected Operations
Keep more of the work surrounding your sales process in one platform instead of managing separate disconnected tools.
Calendars & Scheduling
Let prospects and clients schedule appointments while connecting those appointments to the rest of your sales process.
AI-Powered Tools
se built-in AI capabilities to help create content, work through processes, summarize information, assist with communications, and get more done inside the platform.
Agent Boost 360 gives insurance agents the tools to build a more organized, automated, and scalable.
How It Works
Keep the Process Moving From Lead to Client
Capture
Bring prospects into your system through forms, landing pages, websites, integrations, and other lead sources.
Organize
Automatically create records, apply tags, assign opportunities, route leads, and structure your pipeline.
Follow Up
Use automated email, SMS, tasks, reminders, internal notifications, and other follow-up processes.
Schedule
Connect prospects to your calendar and automate communication surrounding appointments.
Manage
Keep conversations, appointments, tasks, opportunities, and customer information connected.
Automate
Turn repetitive business processes into workflows that keep working even when you are focused on something else.
Insurance-Specific Positioning
Built Around the Way Insurance Agents Actually Work
Generic software gives you tools.
Agent Boost 360 gives insurance agents and agencies a platform designed around the systems and processes they manage every day.
From new lead follow-up and appointment scheduling to pipeline management, client communication, automation, and team operations, Agent Boost 360 helps bring more of your business into one connected system.
You Focus on the Conversation. Your Systems Handle More of What Happens Around It.
Built-In AI Capabilities
AI That Helps You Get More Done
AI should save you time, not give you another tool to manage.
Professional and Agency plans include advanced AI capabilities directly inside Agent Boost 360 to help you work faster, communicate more efficiently, and simplify everyday tasks.
Get Help Faster
Ask questions and get assistance while working inside Agent Boost 360.
Create Faster
Get help drafting emails, text messages, follow-up content, and other business communications.
Make Information Easier to Use
Use AI to summarize conversations, interpret information, and make important details easier to find and understand.
Work Through Processes
Use AI assistance when working with workflows, communication, content, and other activities inside your account.
Keep AI Where the Work Happens
Use AI capabilities inside the platform where your contacts, conversations, workflows, and business processes already live.
Included With Higher Plans
Advanced AI capabilities are included with Professional and Agency plans.
Built-In AI Capabilities
AI That Helps You Get More Done
AI should save you time, not give you another tool to manage.
Professional and Agency plans include advanced AI capabilities directly inside Agent Boost 360 to help you work faster, communicate more efficiently, and simplify everyday tasks.
Get Help Faster
Ask questions and get assistance while working inside Agent Boost 360.
Create Faster
Get help drafting emails, text messages, follow-up content, and other business communications.
Make Information Easier to Use
Use AI to summarize conversations, interpret information, and make important details easier to find and understand.
Work Through Processes
Use AI assistance when working with workflows, communication, content, and other activities inside your account.
Keep AI Where the Work Happens
Use AI capabilities inside the platform where your contacts, conversations, workflows, and business processes already live.
Included With Higher Plans
Advanced AI capabilities are included with Professional and Agency plans.
Workflow Automation
Stop Repeating Work Your Systems Can Handle
Some parts of your business need your personal attention. Repetitive backend tasks usually do not.
Agent Boost 360 lets you automate processes throughout your business, including lead follow-up, appointment reminders, lead routing, pipeline updates, internal notifications, task creation, client communication, record updates, multi-step sales processes, and integrations with supported systems.
Start with standard automation tools or unlock advanced AI and larger Premium Workflow Execution allowances with Professional and Agency plans.
Want Us to Build It for You?
Active Agent Boost 360 subscribers can also hire our team to design and build custom workflows and business-process automations.
Individual Agents and Agencies
Built for Where You Are. Ready for Where You Are Going.
Individual Agents
Active Agent Boost 360 subscribers can also hire our team to design and build custom workflows and business-process automations.
Starting at $98/month
Growth-Focused Agents
Take your systems further with advanced AI capabilities, 10,000 Premium Workflow Executions per month, priority support, and additional tools designed for agents who want to run a more efficient operation.
Professional for growing teams
Agencies & Teams
Centralize leads, communication, users, pipelines, automation, scheduling, permissions, AI capabilities, and other business processes inside one platform. Agency solutions provide increased support capacity as the organization grows.
Built for your team custom consultation
Professional Services
Powerful Software. Expert Help When You Need It.
Your Agent Boost 360 subscription gives you access to the platform and the Technical Support included with your plan.
Sometimes you need more than software. When you want something designed, configured, or built specifically for your business, Agent Boost 360 Professional Services are available separately
Workflow & Automation
Have our team design and build automation around your business processes.
White-Glove Onboarding
Get additional hands-on assistance configuring and preparing your Agent Boost 360 account.
Website Design
Have your website or landing pages professionally built and connected to your Agent Boost 360 ecosystem.
Pricing
Choose the Level That Fits Your Business
Start with the tools you need today and move into more advanced AI, automation, support, and agency capabilities as your business grows.
$125
Individual plans start at $125/month
No free trial. No temporary account that disappears seven days later. Get your account established and start building the systems your business will actually use.
FAQ
Questions Agents Ask
Is Agent Boost 360 only for health insurance agents?
No. Agent Boost 360 is designed for insurance agents and agencies across the industry. The platform can be adapted around different insurance products, sales processes, team structures, and business models.
Is Agent Boost 360 a CRM?
Yes, but CRM functionality is only part of the platform. Agent Boost 360 also includes communication tools, calendars, pipelines, workflow automation, forms, funnels, websites, AI capabilities, and other tools designed to help insurance professionals streamline their business operations.
Does Agent Boost 360 provide leads?
Agent Boost 360 gives you tools to capture, organize, manage, nurture, and follow up with leads. Lead generation and the provision of leads are not included with a standard subscription.
Can individual agents sign up online?
Yes. Individual agents can choose an eligible individual plan and sign up directly online.
What if I have multiple agents?
Agency solutions are available for teams that need additional support capacity, centralized users, increased automation capabilities, AI tools, permissions, and agency-level functionality. Schedule an Agency Consultation and we will help determine the right option for your organization.
Is there a free trial?
No. Agent Boost 360 does not currently offer free trials. Accounts are intended to become part of the customer's actual business infrastructure and may require configuration for services such as business communications and A2P registration. We focus on properly establishing the account rather than creating temporary trial environments.
Does Agent Boost 360 include AI?
Advanced AI capabilities are included with Professional and Agency plans. These tools can assist with content, communications, information summaries, workflow-related tasks, and other activities inside Agent Boost 360.
Can Agent Boost 360 automate my follow-up?
Yes. Agent Boost 360 includes workflow automation tools that can be used for follow-up, reminders, notifications,
pipeline updates, tasks, appointment processes, lead routing, and other business processes. Professional and Agency
plans also include monthly Premium Workflow Execution allowances for qualifying premium actions and supported app
integrations.
Will Agent Boost 360 build my workflows for me?
Custom workflow creation is not included with a standard subscription. Active Agent Boost 360 subscribers can
separately hire our team through Workflow & Automation Professional Services to design, build, troubleshoot, or expand
custom automation systems.
What is the difference between Technical Support and Professional Services?
Technical Support helps you understand and troubleshoot the standard functionality of Agent Boost 360. Professional Services are for work performed specifically for your business, such as designing workflows, building automations, creating websites, handling advanced implementation, or completing other custom projects.
Build a More Efficient Insurance Business
You did not get into insurance to spend your day managing software, chasing tasks, and manually moving information between systems.
Agent Boost 360 helps bring the systems behind your business together so you can automate more, stay organized, and spend more of your time where it matters.
An insurance-focused sales and automation platform built to help agents and
agencies run a more efficient backend.
Company
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.
An insurance-focused sales and automation platform built to help agents and agencies run a more efficient backend.
Company
Services
Platform
© 2026 Agent Boost 360. All rights reserved.