AgencyRoot
Manage contacts, call, text, and email clients
AgencyRoot, LLC
iPhone Screenshots
Description
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
The #1 Solution for Crop Insurance Agents, AgencyRoot.
Prospects and Customers On-The-Go
* View/edit all of your prospects and customer contact information
* Call/Text/Email/Map contact information in your favorite iOS apps
* Add and view customer communication notes on the go
Manage your Reminders
* Assign tasks to yourself or others in your agency
* Enable reminder sync to get an iOS reminder when your tasks are due
Utilize Mobile Features You Can't Get on The Web
* Voice to Text supported for communications and notes from your phone
* TouchID and FaceID login supported for the quickest
New to AgencyRoot? Visit our website from your computer at www.agencyroot.com to learn more & register.
App information from Apple App Store. AgencyRoot and related trademarks belong to AgencyRoot, LLC.