BUILT FOR MULTI-AGENT OPERATIONS
Give Your Agents One System. Give Your Agency Better Structure.
Agent Boost 360 helps insurance agencies centralize the systems behind their sales organization while providing support designed for a multi-Agent environment.
Manage your team, pipelines, leads, communication, automation, AI, and account structure from one connected platform.
Running an Agency Is Different
Adding Agents creates more than additional logins. It creates more people to onboard, more permissions to manage, more lead-routing decisions, more shared workflows, and more support complexity.
Agent onboarding
User roles and permissions
Lead distribution
Pipeline structure
Routing rules
Team adoption
Workflow troubleshooting
Account configuration
Training and optimization
Multi-Agent support
More Than Faster Ticket Responses
Agency-level support is designed to help your organization use Agent Boost 360 effectively across multiple supported Agents.
Area
Agency Support
Agent Onboarding
Guidance for bringing new supported Agents into the account and helping them understand how the platform is used.
Roles & Permissions
Help structuring access and permissions around the way your organization operates.
Pipeline Structure
Guidance on organizing opportunities and sales processes across the agency.
Lead Assignment & Routing
Help understanding and configuring standard lead assignment, routing, and distribution logic.
Multi-Agent Troubleshooting
Troubleshooting issues that affect multiple Agents, shared pipelines, workflows, or account configuration.
Team Adoption
Guidance to help the team use the platform consistently instead of every Agent creating a different process.
AI Adoption
Help supported Agents understand how to use included AI features appropriately inside the account.
Agency Configuration
Recommendations for account structure and standard platform settings based on a multi-Agent operation.
Agent Onboarding
Agency Support
Guidance for bringing new supported Agents into the account and helping them understand how the platform is used.
Roles & Permissions
Agency Support
Help structuring access and permissions around the way your organization operates.
Pipeline Structure
Agency Support
Guidance on organizing opportunities and sales processes across the agency.
Lead Assignment & Routing
Agency Support
Help understanding and configuring standard lead assignment, routing, and distribution logic.
Multi-Agent Troubleshooting
Agency Support
Troubleshooting issues that affect multiple Agents, shared pipelines, workflows, or account configuration.
Team Adoption
Agency Support
Guidance to help the team use the platform consistently instead of every Agent creating a different process.
AI Adoption
Agency Support
Help supported Agents understand how to use included AI features appropriately inside the account.
Agency Configuration
Agency Support
Recommendations for account structure and standard platform settings based on a multi-Agent operation.
Support vs. Done-for-You Work
Important distinction
Agency Support helps your team use, configure, and troubleshoot the platform. If you want Agent Boost 360 to design and build a custom workflow, integration, website, migration, or business process for you, that work is handled separately as a Professional Service.
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.
Insurance-Specific Positioning
Build It Yourself or Have Us Build I
Agent Boost 360 includes workflow tools that allow customers to build their own automation. Advanced AI can make it easier to plan, understand, and create workflows independently.
If you want our team to design, build, modify, or substantially troubleshoot something specific to your business, that work is handled separately as a Professional Service.
Workflow & Automation - Service Packages
Service
Best For
Strategy, Consulting & Troubleshooting
$125/hour
For discovery, audits, troubleshooting automations not built by Agent Boost 360, architecture guidance, live working sessions, and issues that cannot be reliably scoped as a fixed deliverable.
Automation Essentials Build
$350
For one straightforward automation with limited branching
Workflow System Build
$997
For a connected business process using up to three connected workflows. This should be the most common build package.
Advanced Automation Build
$997
For systems involving multiple workflows, substantial logic/routing, multiple users, or supported external integrations.
Custom Automation System - Starting at
$3,500
For requirements that exceed the Advanced package or require custom architecture, code, middleware, databases, multi-account work, major data migration, or extensive routing logic.
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.
Training & Plan Options
Structured Agency Training & Optimization
Agency plans can include scheduled training and optimization sessions focused on helping your team use Agent Boost 360 more effectively.
Sessions may be used for:
Platform education
Team adoption
Troubleshooting
Configuration guidance
AI usage
Workflow education
Account optimization
Training sessions are for education, guidance, troubleshooting, adoption, and optimization. Custom implementation and done-for-you project work remain separate Professional Services.
Agency Plan Snapshot
Plan
Agency
$500/month
Best Fit
Up to 5 supported Agents, Advanced AI included, Priority Agency Support, agency-level configuration and onboarding guidance, structured training/optimization as defined in the plan.
Plan
Agency Plus
$800/month
Best Fit
Up to 10 supported Agents, Advanced AI included, Premium Automation Capacity included, highest standard support priority, expanded agency troubleshooting and escalation, more frequent structured training/optimization as defined in the plan.
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.
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.
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.