Platform features

Everything for the lead-flow side of your agency

Everything that happens before the policy is bound: catching the lead, working it, and closing it. Your AMS and rater stay right where they are.

CRM + lead workflow
AI intake + chat
Sales + commissions
✦

One Platform for Lead Flow

Everything on one platform, alongside the AMS and rater you already use

📋

CRM Pipeline

One board that shows you every prospect and where each one stands.

  • Drag-and-drop cards across customizable stages
  • Cards change color as they age, and follow-ups come back on their own
  • Every lead shows where it came from
  • Split a deal with a teammate in one drag
  • Producers see their own leads, you see all of them
  • Dead leads get filed away, not deleted
📊

Sales Tracking & Analytics

See what your whole agency is writing, updated as sales are logged.

  • Log every policy on a sale, not just one
  • 23 carriers ready to pick from
  • Product types: Auto, Home, Life, Flood, and more
  • Charts for premium, product, and producer
  • Export to a spreadsheet anytime
  • You control who can edit or delete a sale
💰

Commission Engine

Set the plan once and every sale figures itself out.

  • Three models: flat rate, brackets, and growing tiers
  • A different plan per producer, with quotas
  • Auto-calculation on every sale, no manual math
  • Everyone sees what they have earned and what is coming
  • Hourly pay handled alongside commission
  • Trophy milestones for team motivation
💬

Team Chat

Real-time messaging built for how agencies actually communicate.

  • Agency-wide team channel for announcements
  • One-on-one messages with unread counts
  • Send images, PDFs, and documents
  • Nothing disappears, so you can scroll back anytime
  • A support line to us, answered right away
  • Slides out over whatever page you are on
🤖

AI-Powered Client Intake

An AI chat on your agency page that captures leads around the clock.

  • Different questions for auto, home, life, and flood
  • Asks in an order that feels like a real conversation
  • Sends the lead to the producer they asked for
  • Any producer can step in mid-chat
  • The finished chat lands on your board
  • Works on your agency page with no setup
📣

AI Outreach & Customer Messaging

Texts and emails that go out fast and keep going until a lead answers.

  • A first message drafted the moment a lead lands
  • Every morning, a list of who is due for a follow-up
  • Drafts written from what that lead actually told you
  • You approve before anything sends, and steer the tone in one tap
  • Email and text, both tracked on the lead, both schedulable
  • Opt-outs and quiet hours handled for you
✨

Agency AI Copilot

Ask questions about your agency in plain English and get answers grounded in your live data.

  • Ask about your pipeline, your sales, or your team
  • Every answer comes from your real numbers
  • Owners see the agency, producers see their own book
  • “How much premium have we written this month?”
  • “How did each producer do last month?”
  • Answers coverage and product questions too
📝

Lead Intake Forms

Conversational, one-question-at-a-time forms that feel like texting.

  • Ready-made questions for every product you write
  • Skips the questions that do not apply
  • Multiple choice, file uploads, and a skip button
  • Prospects can pick who they want to hear from
  • Follows the answers instead of a fixed script
  • Reads like a text thread on a phone
🌐

Agency Landing Pages

Every agency gets a branded public page for lead capture, ready to share.

  • A web address of your own to share
  • Shows the products you actually write
  • AI chat built into the page
  • Your team gets pinged the second someone chats
  • "Get a Quote" and "Chat with Us" CTAs
  • Powered by OfficeHubb branding
⭐

Google Reviews

Request and manage Google reviews to build your agency's online reputation.

  • Send review requests to happy clients
  • Track review status and follow-ups
  • Build social proof for your agency page
🔔

Real-Time Notifications

Never miss a lead or team update with instant in-app alerts.

  • A bell with unread counts
  • A popup the second a prospect starts chatting
  • Alerts when a teammate joins a chat
  • Notices from our support team
🏢

Your Data Stays Yours

Your agency data is separate from everyone else, with access you control.

  • No other agency can see your book
  • Four roles: Agent, Management, Sales, and Service
  • Security enforced on every record, not just the screen
  • A record of who changed what
  • Invite a teammate and pick their role
✦

Start your next chapter

Bring your lead flow into one premium platform

Your pipeline, your intake, your reporting, and your customer messaging, all in one place.

Start FreeBook a demo