Modern insurance tools.
Easy to set up,
hard to beat.
AI intake, sales pipeline, and automatic messaging — built for the modern insurance agency. Plug and play: it sits alongside the tools you already run and starts working leads the day you sign up.
Your agency's AI intake
Live 24/711:42 PM — captured after hours
Maria G. — Auto + Home
New leadAdded to your pipeline, ready to work
⚡ Claim the leadSits alongside the tools you already run
The lead's journey
Follow one lead from first click to five-star review
Four chapters. One platform. Scroll.
01Capture
Your next customer shows up at 11 PM. OfficeHubb answers.
A public page your agency owns
Every agency gets a clean URL at officehubb.net/agency/your-slug — your logo, your colors, your carriers, your contact options. Drop it in bios, ads, and email signatures.
- Live the moment you sign up
- Your brand front and center — not ours
- Looks right on phones, tablets, and desktops
A 24/7 intake agent that talks like a producer
AI-powered intake chats with prospects right on your page — it gets the info you need to quote, right away, and it knows the carriers you actually write. Any teammate can claim the lead and take over live, mid-conversation. If nobody's around, the AI finishes the interview and files the lead itself.
- Captures leads while you sleep
- 'Claim the lead' hands the chat to a human in one click
- Every finished chat lands as a pipeline card, auto-assigned
AI intake ships with The Full Package.
02Work the lead
From new to quoted without anything slipping through.
Every lead, every stage, one drag-and-drop board
Track your leads in a way that finally feels simple — drag each one from new to sold. Cards age visibly, follow-ups hide until due and resurface on their own, and dead leads land in a recoverable archive — not the trash.
- Card aging + follow-ups that come back on schedule
- One click opens your rater with the prospect's data pre-filled
- Split credit between two producers in one click
The whole agency in the loop
Chat with your office, your clients, and your AI assistant — all in one place, tied to the same lead cards your team is working. No separate app, no context-switching.
- Agency channels + 1:1 DMs
- Files, reactions, and a built-in support thread
- New-lead and sold notifications land where the team already is
03Close and count it
The sale, the record, and the commission — one motion.
One click to Sold — with the paperwork built in
Move the card to Sold and OfficeHubb logs the sale, posts commission to the right plan, and tells the team. A card can't reach Sold without a sale report behind it, so the numbers stay honest.
- Required fields keep the data clean as you close
- Auto-creates the matching sales record
- Triggers the team notification for the celebration
Earnings update the moment a sale lands
Log the sale once. Commission auto-calculates against the right plan — flat rate, brackets, or growing tiers — and every producer watches their projection move in real time.
- Three plan structures, zero spreadsheets
- Quota tracking + per-agent dashboards
- Audit log and CSV export every cycle
Ask your numbers anything
A copilot that knows your book. Ask how the month closed, where the pipeline's jammed, or which products are moving — every figure pulled live from your own data, with the source shown.
- "How much premium have we written this month?" — answered in seconds
- Spots the bottleneck and suggests the next move
- Every number cites its source — no made-up stats
Agency AI ships with The Full Package.
04Keep them yours
After the close: reviews, renewals, and follow-ups that don't rely on memory.
Turn closed deals into five-star reviews
After the close, send a one-tap branded review request. Track who responded, watch the rating climb, and reply to new reviews without leaving OfficeHubb.
- Branded request email in one click
- Tracks who responded and which deal they came from
- Review inbox with reply shortcuts
Let AI work for you
Quote follow-ups and renewal reminders write themselves and wait for your okay — you switch from doing the work to approving it. Nothing sends without you, and every message clears 13 compliance checks first: consent, quiet hours, opt-outs, caps.
- Drafts wait for your Approve — auto-send is opt-in, per user
- One-tap tweaks: shorter, warmer, less salesy — before it goes
- Quiet hours, TCPA consent, and opt-outs enforced automatically
Customer email and texting ship with Growth; the AI messaging co-pilot with The Full Package.
The deal
Two months free. Every plan.
Three times the standard trial — cancel anytime. Sixty days is enough to know for sure.
Start free for 2 monthsCome for one thing. Keep the whole front office.
Some agencies want the pipeline. Some want commissions handled. Some want the follow-ups off their plate. It's one login either way.
Sales pipeline
Every lead on one drag-and-drop board — nothing lives in your head or on a legal pad.
Commission tracking
Each producer's cut, calculated automatically on every sale. No more spreadsheet season.
Automated follow-ups
Quote follow-ups and renewal reminders drafted for you. You approve, it sends — from your agency, not ours.
Client intake forms
The questions you ask every new client — home, auto, boat — answered on your website before you ever pick up the phone.
Sales reporting
Who's selling what, which products move, and where your leads actually come from.
Google reviews
A one-tap review request after every closed deal. Watch the stars stack up.
We don't replace your AMS or rater. On purpose.
Your book stays in your AMS. Your rater keeps rating. OfficeHubb runs the front office — capturing, working, and closing the lead — and opens your rater pre-filled from any pipeline card so nobody retypes prospect data.
No data migration. No rip-out. Live in minutes.
Comparative raters
Agency management systems
Why OfficeHubb exists
“I'm a third-generation insurance agent in Florida. My grandfather was the first.”
OfficeHubb wasn't built from a coffee-shop pitch deck. It was built inside a working P&C agency — because duct-taping CRMs, spreadsheets, and chat tools together stopped being funny. It runs my agency today. It can run yours tomorrow.
— the founder, still a working agent
Priced in the open
No “contact us.” No surprise fees. Cancel anytime.
Solo
$129/mo
The essentials to run your pipeline.
- Pipeline + sales tracking
- Up to 3 users
- Email support
Growth
Most popular$249/mo
Collaboration, commissions, and lead intake — the modern agency stack.
- Everything in Solo
- Commissions, team chat, lead forms, reviews
- Customer email messaging
- Up to 8 users
The Full Package
$379/mo
AI captures every after-hours lead. Your staff closes them.
- Everything in Growth
- AI client intake + live jump-in
- Customer texting + messaging co-pilot
- Agency AI · 15+ users
Every plan starts with 2 months free. Yearly billing saves ~17%. Compare plans in full →
Start your next chapter
Stop being behind.
Pipeline, AI intake, commissions, and customer messaging in one place — live in minutes, not months. And it plays nice with the tools you already run.