Modern insurance tools. Easy to set up, hard to beat.
AI Lead Intake
Captures leads 24/7
Commission
Auto-calculates on every sale
Pipeline
Your leads, organized
Free for 2 months
Take your time trying it
A public-facing page your agency owns
Every agency gets a clean URL at officehubb.net/agency/your-slug — your brand, your colors, your carriers, your contact options. Drop the link in bios, ads, and email signatures.
- Your own URL slug, ready the moment you sign up
- Branded with your logo and color palette
- Mobile-responsive — looks right on phones, tablets, desktops
Landing Page
A 24/7 intake agent that talks like a producer
Prospects on your landing page chat with a Claude-powered intake that asks the right questions, captures the right details, and pings a real agent to jump in mid-conversation.
- Captures leads while you sleep
- Live agent handoff in one click
- Knows your carriers and the products you actually write
AI Intake
Every lead, every stage, in one drag-and-drop view
A kanban built for how insurance agencies actually sell. Cards age, follow-ups auto-resurface, and dead leads land in a recoverable archive — not the trash.
- Kanban + card aging + follow-up reminders
- Split credit between agents in one click
- Customizable middle stages — start and end locked
Pipeline
One click to mark sold
Move a card to Sold and the platform handles the rest — pipeline updates, the sale gets logged, commission posts to the right plan, and your team sees it land in real time.
- Required fields keep the data clean as you close
- Auto-creates the matching sales record
- Triggers a team notification for the celebration
Mark Sold
Earnings update the moment a sale lands
Log a sale once. Commission auto-calculates against the right plan — flat, bracket, or growing tier — and each agent sees their projection update live.
- Three plan structures, zero spreadsheets
- Per-agent dashboards with quota progress
- Audit log + CSV export every cycle
Commissions
Built-in chat keeps the whole agency in sync
Slack-style team channels and direct messages live inside OfficeHubb — no separate app, no context-switching. Tied to lead cards so the conversation has the right context.
- Team channels + 1:1 DMs
- File attachments, reactions, threading
- Built-in support thread routes prospect questions to your team
Team Chat
Turn closed deals into five-star reviews
After a sale closes, send a one-tap branded review request straight to the customer. Track who responded, see your rating climb, and reply to incoming reviews without leaving OfficeHubb.
- Branded review-request email sent in one click
- Tracks who responded and which stage they came from
- Inbox view of new Google reviews with reply shortcuts
Reviews
Built around real agency workflows
CRM Pipeline
Kanban boards with drag-and-drop lead management, card aging, and follow-up scheduling.
Sales Tracking
Real-time reporting with interactive dashboards, multi-policy logging, and CSV export.
Commission Engine
Tiered plans, bracket-based rates, auto-calculation on every sale, and quota tracking.
Team Chat
Real-time team channels, direct messages, file attachments, and built-in support chat.
AI Client Intake
Claude-powered chatbot captures leads 24/7 on your branded agency landing page.
Lead Forms
Conversational, one-question-at-a-time forms with conditional logic and 63 system questions.
How it starts
Up and running in minutes
No implementation drag. Just sign up, configure the essentials, and start working leads in one place.
2 months free
Sign up, set up your workspace, and use the whole platform — no charge for your first two months. Plenty of time to know whether OfficeHubb fits how your agency runs.
Set up your agency
Add your team, configure products, and shape the pipeline around your process.
Start closing deals
Capture leads, track sales, and let commissions and follow-up systems keep moving.
Sits alongside the tools you already run
We don't replace your AMS or comparative rater. OfficeHubb sits alongside them.
Comparative raters
Agency management systems
Start your next chapter
Stop being behind
Set up in minutes — pipeline, AI intake, commissions, and customer messaging in one place. Plays nice with the AMS and rater you already use.