OPTIONAL HANDS-ON SETUP ASSISTANCE
Want Help Getting the Foundation Set Up?
Agent Boost 360 can be configured using our platform, AI, training resources, and Technical Support. Some customers would rather have additional hands-on assistance getting the standard foundation in place.
White-Glove Onboarding provides a defined setup service so you can start with a cleaner, more organized account.
White-Glove Onboarding May Include
Standard account configuration
Pipeline and tag setup
Calendar setup
Phone-number setup
Domain and email connection assistance
Standard user configuration
A2P registration assistance
Installation of standard templates
What It Does Not Include
Custom workflows or automations
Custom integrations
Extensive data migration
Custom funnel development
Custom websites
Marketing strategy
Ongoing account administration
Projects outside the standard onboarding scope can be quoted separately as Professional Services.
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.