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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.
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.
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.
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.