SUPPORT THAT SCALES WITH YOUR BUSINESS
Get More Than Access to Software
Every Agent Boost 360 plan includes a defined level of Technical Support, with increased priority and deeper agency-level guidance as your organization grows.
Our job is to help you understand, configure, and troubleshoot the platform so your systems keep working for your business.
Support Levels
Support Level
Standard Technical Support - Core & Duo
Operational Difference
AI-first support with human escalation when needed. Requests are generally reviewed within 1-2 Business Days.
Support Level
Priority Technical Support - Boost
Operational Difference
Human-escalated requests move ahead of Standard Technical Support requests of similar severity. Requests are generally reviewed within 1 Business Day.
Support Level
Priority Agency Support - Agency
Operational Difference
Priority queue plus agency-level guidance and multi-Agent troubleshooting. Eligible requests submitted during normal business hours are generally targeted for review during the same Business Day.
Support Level
Priority Agency Support Plus - Agency Plus
Operational Difference
Highest standard support queue priority outside Enterprise or a separately negotiated arrangement, plus expanded agency guidance and escalation. Eligible requests submitted during normal business hours are generally targeted for review during the same Business Day.
Support Level
Enterprise Support
Operational Difference
Support channels, response targets, and service levels are defined in the applicable written agreement.
Response times are targets for initial review or response, not guaranteed resolution times.
Included Technical Support Can Generally Help With
Account access and billing questions
Platform navigation and standard feature guidance
Troubleshooting unexpected platform behavior
Bug reporting
Standard pipeline guidance
Calendar configuration guidance
Forms and surveys
Contact and opportunity management
Troubleshooting standard workflows
Phone number configuration
Domain and email connection guidance
A2P registration guidance
Users, roles, and permissions
Platform settings and plan limitations
Included AI features
Reasonable troubleshooting of standard Agent Boost 360 configurations
How Support May Be Delivered
How Support May Be Delivered
Live chat
Knowledge Base articles
Recorded videos
Documentation
Group support calls
Screen recordings
Scheduled screen-sharing sessions
Scheduled live support sessions when appropriate
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.
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.
Support Helps
Support Helps You Use It. Professional Services Build It for You.
Technical Support is not a done-for-you service. It does not include operating, building, managing, or administering the customer's business.
The following are generally outside standard Technical Support unless expressly included in writing:
Creating, rebuilding, or materially redesigning workflows or automations
Building funnels, websites, landing pages, forms, surveys, or quizzes
Copywriting or campaign creation
Marketing strategy or sales consulting
Custom API integrations, coding, or scripting
Data migration, data entry, cleanup, or deduplication
Graphic design, SEO, advertising management, or social media management
Lead generation or appointment setting
Inbox or calendar management
Operating the customer's workflows or campaigns
Ongoing account administration
Unlimited one-on-one consulting
Training beyond the amount or scope expressly included in the plan
These requests may be offered separately as Agent Boost 360 Professional Services.
FAQ
Questions Agents Ask
Do you provide phone support?
Agent Boost 360 uses the support channels it determines are appropriate for each request and plan. Support may include AI assistance, email, live chat, documentation, group calls, screen recordings, and scheduled live or screen-sharing sessions. Unscheduled calls, direct texts, and personal messaging channels are not standard support channels unless expressly included.
Can you join a screen share with me?
A scheduled live support or screen-sharing session may be used when Agent Boost 360 determines it is an efficient way to resolve an eligible support issue. Availability depends on the request and the applicable plan.
Will you build my workflow during a support session?
Technical Support can explain standard workflow functionality and troubleshoot standard configurations. Designing
or building a new customer-specific workflow is a Professional Service.
What if I need repeated private training?
Training is limited to the amount and scope included in the applicable plan. Additional private training may be
offered separately as a Professional Service.
Can support guarantee that my issue will be resolved?
No. Support response targets are not guaranteed resolution times, and some issues may depend on third-party systems, carrier requirements, platform limitations, customer configuration, or other factors outside Agent Boost
360's control.
Can I transfer my account if I leave Agent Boost 360?
Eligible accounts may be transferable to another compatible HighLevel agency under the Account Transfer provisions in the Terms of Service. The current standard Account Transfer Administration Fee is $250 per sub-account, and the account must be in good standing before transfer processing begins.
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.