The Agent Sites NOW collection

Products

More possibility.
For every part of your business.

Create your marketing. Connect with people. Keep your agency moving. Explore eight purpose-built tools for life and health insurance teams.

Explore the products

Find your next tool

Built for the way you work.

Choose a product to discover its features
and visit its dedicated website.

Design & create

Agent Sites NOW Document Studio

Create polished documents. Make every detail yours.

Design, personalize, review and export professional marketing materials in one document workspace.

Editable templates for Medicare, AEP, life, health and retirement marketing
Drag-and-drop layouts with text, photos, shapes, layers and brand kits
Linked agent details, photos, bios and meeting information
PDF import with reconstruction tools and side-by-side review
Protected masters, private projects and revision-specific approvals
Personalized data campaigns, proof PDFs and production packages

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Inform & follow up

Agent Sites NOW Member Notices

Keep every agent informed. Keep every member list organized.

Turn member spreadsheets into organized notice campaigns with the right information for each agent.

Excel and CSV imports with member-to-agent matching by email
Agent directory with names, email addresses, NPNs and alternate names
Individual agent spreadsheets that retain your original column headers
Reusable email templates with personalization, links and attachments
Email and attachment previews before campaign authorization
Campaign history, reviewed resends and connected delivery reporting

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Welcome & engage

Agent Sites NOW Giveaway

Make the meeting memorable. Manage every winning moment.

Bring event registration, live drawings and prize fulfillment together for your hosting agents.

QR registration, tablet check-in and CSV or Excel attendee imports
Unique entries with duplicate review and contact corrections
Reusable prize library with photos, details and private purchase costs
Multiple sequential winners with a full-screen winner announcement
Branded entry and winner emails, reminders and participant views
Prize contact and claim tracking, agent workspaces and admin oversight

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Recruit & support

Agent Network NOW

Build relationships. Give agents a clear next step.

Connect recruiting, onboarding, training and ongoing agent support in a shared workspace.

Recruiting inquiries that capture agent experience, interests and goals
Onboarding tasks, appointments and organized next steps
Agent notices, acknowledgments and connected questions
Published training, resources and session registration
Marketing resources, assistance requests and content review
Service requests and ongoing support conversations

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Plan & deliver

Agent Sites NOW Mailers

From the first area pull to the finished mailing.

Keep agents, vendors, counts, artwork, approvals and mailing costs connected to each order.

Targeting requests by state, county, city, ZIP code or address radius
Vendor count uploads, quantity selection and approval workflows
Artwork previews, proof comments and approved production files
Mailing and food estimates, payment splits, invoices and co-op budgets
Order stages, deadlines, conversations and vendor collaboration
Campaign response links, QR codes, RSVPs and production records

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Organize & manage

Agency Management NOW

Your people. Their credentials. One organized agency.

Bring agent relationships, carrier contracts, licensing and daily follow-ups into focus.

Agent profiles, NPNs, agency uplines and downline relationships
Agency agreements and agent-carrier contracting workflows
State licenses, lines of authority, expirations and renewal tracking
Carrier contacts, portal links and contracting requirements
AHIP, E&O, certifications and supporting agent documents
Tasks, follow-ups, role-based access and a mobile-friendly workspace

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Campaign Studio NOWBY AGENT SITES NOW

Create & connect

Campaign Studio NOW

Send a message worth opening. Build lasting connections.

Design branded emails, organize your audience and manage campaigns from your own marketing workspace.

Visual email studio with a flexible grid, content blocks and brand kits
Reusable templates, saved sections and mobile email previews
Contact imports, tags, custom fields and audience segmentation
Scheduled campaigns, personalized messages and subject-line tests
Automated follow-ups, signup forms and campaign landing pages
SMTP or SendGrid delivery, recipient logs and campaign reporting

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Reconcile & report

Agent Sites NOW Commission Manager

Know what came in. Know who gets paid.

Connect carrier statements, agent assignments and payment records in a clear commission workspace.

XLSX, XLS and CSV statement imports with reusable carrier mappings
Carrier payment totals from supported Commission Summary tabs
Agent writing IDs, member policies and monthly business comparisons
Agency amounts, conditional overrides and chargeback calculations
Flexible payee assignments and branded agent commission statements
Issued and paid totals with retained source rows and payment history

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Explore each product page for details. Account access, available resources and connected services depend on your organization’s setup.

Let’s find your fit

Good tools. A clearer next step.

Have a question about which products fit your team?
Talk with Agent Sites NOW.

Talk with our team (469) 331-8478