NEED MORE THAN THE PLATFORM?
Use the Tools Yourself or Hire Us to Help
Agent Boost 360 gives you the platform, AI, automation tools, and support resources to manage more of your own systems.
When you want additional hands-on help, Professional Services are available for specific
implementation, development, configuration, and buildout projects.
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.
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.
Our Services
Workflow & Automation
Have our team design, troubleshoot, or build automation around your business processes.
White-Glove Onboarding
Get hands-on assistance configuring the standard foundation of your Agent Boost 360 account.
Website Design
Have websites, landing pages, or related web experiences scoped and built as a separate Professional Service.
Important Distinction
Subscription vs. Professional Services
Your subscription pays for platform access, included capabilities, and the support level associated with your plan. Professional Services pay for customer-specific work performed on your behalf.
FAQ
Questions Agents Ask
Are revisions unlimited?
No. Each fixed-price package includes a defined number of revision rounds. New functionality, new triggers, new integrations, new business processes, or material changes in direction are outside the original scope.
Do build fees include ongoing software and usage costs?
No. Build fees compensate Agent Boost 360 for the approved design, configuration, testing, documentation, and handoff. Recurring platform, communications, AI, premium workflow, API, middleware, database, or third-party costs remain separate unless expressly included in writing.
What happens after delivery?
Each fixed-price package includes a defined defect correction period for reproducible defects in the delivered scope. New requirements, third-party changes, customer modifications, or external platform changes are not included as defect correction.
Can I pay in installments?
Fixed-price workflow and automation projects require full payment before work begins unless Agent Boost 360
expressly agrees otherwise in a signed writing.
Can you guarantee leads, appointments, sales, or revenue from an automation?
No. Agent Boost 360 does not guarantee business outcomes from workflow or automation projects.
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.