People first.
Relationships, in view.
Keep agent profiles, contact information, NPNs, agency uplines, and downlines connected. Track carrier-specific uplines alongside your agency hierarchy.
AGENTS & HIERARCHYBUILT FOR LIFE & HEALTH AGENCIES
Your people.
Your agency.
Beautifully connected.
Bring your agents, contracts, and credentials into one thoughtfully organized workspace. Less searching. Clearer next steps. More room to grow.
Built around your agents Ready for your phone
A LITTLE CLARITY GOES A LONG WAY Illustrative preview
Agency NOWTHE BIG PICTURE
Good things ahead.
Active agents48people, connected
In contracting14moving forward
Upcoming renewals06on your radar
A clear next step for every agentNext actions
JL
Jordan LeeTexas · Health
Review documentsMT
Morgan TaylorFlorida · Life
License renewalAR
Alex RiveraArizona · Health
Carrier follow-up Everything has a place. Everyone has a next step.
YOUR PEOPLE, CONNECTED
See the relationships.
Agent profiles, agency uplines, and downlines in one connected view.
JL
Jordan LeeAgency upline
MT
Morgan TaylorDownline agent
AR
Alex RiveraDownline agent
Agency and carrier-specific relationships
FROM REQUEST TO READY
Know what’s next.
Follow the requirements behind every carrier contract.
Morgan TaylorUnder review
Example carrier · Life · FL- Agency agreement Signed
- State license Verified
- Required training Recorded
- Carrier confirmation Pending
Recorded requirements + explicit carrier confirmation
Sample names and numbers. Your agency’s information stays private.
ONE WORKSPACE.
ALL THE RIGHT CONNECTIONS.
Your agents Their contracts Their credentials Your next steps
ORGANIZED BY DESIGN
The details matter.
Bring them together.
From the first agent conversation to the next annual renewal, keep the moving parts of your agency connected.
People first.
Contracts with context.
Organize agency agreements and agent-carrier contracts. See the stage, owner, next action, and supporting documents behind each relationship.
Requested → Under review → Approved
AGREEMENTS & CONTRACTINGCredentials, kept in focus.
Track state licenses, lines of authority, verification dates, and expiration dates. Give upcoming renewals the attention they deserve.
30 DAYSSee what needs
attention next.
LICENSING & RENEWALSattention next.
A connected carrier directory.
Keep carrier contacts, products, portal links, and contracting requirements close to the agents and contracts they support.
CARRIERS & PLAYBOOKSThe evidence behind readiness.
Organize AHIP, carrier training, E&O, and other certifications by agent and year. Link supporting documents and review recorded requirements.
CERTIFICATIONS & DOCUMENTSA next step that’s easy to find.
Bring follow-ups, onboarding requests, support conversations, saved drafts, and deadlines into your day-to-day workflow.
TASKS & AGENCY OPERATIONSFocused on agency operations. Built for your people, contracts, and credentials. No commission tracking or accounting module.
A LITTLE MORE ORDER. A LOT MORE CLARITY.
From the first connection
to the next milestone.
A consistent place for your team to know what’s recorded, what’s missing, and who is moving it forward.
Connect your people.
Add agents, establish relationships, and keep their profiles and agreements together.
Organize the requirements.
Record licensing, certifications, carrier contracts, and the documents that support them.
Move the work forward.
Assign follow-ups, review outstanding items, and record carrier confirmation when received.
Clarity without assumptions. A complete checklist is not carrier approval. Ready-to-sell records also require explicit, dated carrier confirmation.
Agency NOWYOUR DAY, WITH DIRECTION
My work
A clear view of what’s next.
Follow-ups03
Renewals02
Next actions Today
Review agent documentsOnboarding · Jordan Lee
Follow up on renewalLicensing · Morgan Taylor
Check carrier statusContracting · Alex Rivera
Same agency. Same workspace.
My workAgentsTasksMore
WITH YOU, WHEREVER WORK HAPPENS
Your agency.
Within reach.
At your desk or between appointments, open the same workspace from your phone. Your team’s information stays connected to your existing system.
- A home-screen app of your own.
Install Agency NOW on supported iPhone and Android browsers, with a matching icon and standalone app window.
- Made for the way you move.
Quick navigation, readable record cards, and touch-friendly forms keep your next action close.
- The same account. The right access.
Use your agency login and existing permissions. Records and documents require an internet connection.
A THOUGHTFUL FOUNDATION
Built for the business
behind the relationships.
Access with intention.
Administrators, staff, managers, agents, and viewers work within assigned permissions. Agent access is scoped to their own records.
Keep a way back.
Create encrypted backups, download recovery materials, and restore through the administrator’s maintenance workspace.
A standalone system.
Run on your own compatible PHP and MySQL hosting, with signed updates managed from inside the application.
A FEW GOOD QUESTIONS
Clear answers.
From the start.
A focused system, built around the everyday needs of life and health insurance agencies.
Who is Agency Management NOW for?
Life and health insurance brokers, agencies, and teams that need a central place for agent relationships, carrier contracting, licensing, certifications, documents, and follow-ups.
Does it include commission tracking?
No. Agency Management NOW focuses on agency operations. It does not calculate commissions, process payouts, or provide commission accounting.
Can agents see another agent’s information?
Agent accounts are limited to their own records. Managers can access their assigned agency downline. Staff and administrators have broader access according to their roles. These restrictions are enforced by the application.
Does the system automatically verify licenses or approvals?
The system tracks the evidence and verification information your team records. A completed checklist does not replace carrier approval or independent verification. Provider integrations require a configured connection and review of returned information.
Can I use it like an app on my phone?
Yes. Open the secure workspace on your phone and select Install app for instructions. Supported browsers can add a home-screen icon and open a standalone app window. This is an installable web app; an internet connection is required for agency records and documents.
How do I sign in or get an account?
Select Sign in and use the account provided by your agency administrator. New agents can use their agency’s invitation link when one has been issued. This public website does not create accounts or display private agency records.
YOUR PEOPLE. YOUR PROCESS. YOUR NEXT CHAPTER.
Bring your agency
into focus.
One connected place for the work that keeps your agency moving.