Solutions

Insurance Agency Software, Built by an Insurance Agent

OfficeHubb is the all-in-one platform for independent insurance agencies — CRM, AI client intake, sales tracking, commission software, agency management, and lead import. Built to sit alongside the AMS and comparative rater your team already uses.

Six solutions, one login
Sits alongside your AMS
Free for 2 months

Overview

One platform for the lead-flow side of your agency

Most independent insurance agencies run on a stack of disconnected tools — a generic CRM that wasn't built for insurance, a spreadsheet of commissions, a chat app the team forgets to check, and a maze of email folders for after-hours leads. The agency management system (AMS) handles bound policies, and the comparative rater handles quotes, but everything between the first touch and the bound policy lives in someone's head or someone's inbox.

OfficeHubb is the platform that fills that gap. Six solutions sit under one login: an insurance CRM with a pipeline built around carriers and policy types, an AI client intake assistant that captures leads on your agency's public page 24/7, sales tracking with interactive dashboards, commission software that handles flat, bracket, and growing-tier models, an agency management layer for roles and settings, and lead import tools to migrate from whatever you use today.

None of that requires you to leave your AMS or rater. OfficeHubb is designed to complement the systems your agency already trusts — quoting deep-links out to your rater, and bound-policy detail flows into your AMS the same way it always has.

The six solutions

Every job a modern agency needs to do

Pick the piece you came for — or take the whole stack. They're all included.

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Lead workflow

Insurance Agency CRM

Manage leads, track follow-ups, and close more policies with a pipeline designed for how insurance agencies actually work.

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Lead capture

AI Insurance Intake

An AI assistant on your agency page captures leads 24/7. It asks the right questions, collects details, and hands off to your team seamlessly.

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Reporting

Insurance Sales Tracking

Log sales, monitor team performance, and visualize revenue trends with dashboards built for insurance agencies.

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Compensation

Insurance Commission Software

Flat rate, bracket, or growing tier commission models — OfficeHubb calculates earnings automatically on every sale.

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Operations

Insurance Agency Management

Team roles, agency settings, theme customization, and billing — alongside the AMS your agency already uses for policy management.

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Migration

Insurance Lead Import

Upload CSV, XLSX, or PDF files. OfficeHubb normalizes, deduplicates, and imports your leads and sales automatically.

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Why agencies choose us

Why independent insurance agencies choose OfficeHubb

Six reasons OfficeHubb wins against generic CRMs and agency-suite incumbents.

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Built for insurance, not retrofitted

Every screen, every workflow, every default was designed for how an independent insurance agency operates. Carriers, premiums, policy types, split credit, follow-up cadences — all first-class, not bolted onto a generic CRM.

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Sits alongside your AMS and rater

OfficeHubb is not an AMS replacement. It handles the lead-flow layer your AMS was never built for — intake, pipeline, AI conversations, sales reporting — and quotes deep-link out to whichever rater you already trust.

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All-in-one, one login

No stitching together a CRM, a commission tracker, a chat app, and a form builder. Lead capture, pipeline, commissions, AI intake, team chat, and reporting share one schema, one billing line, one team.

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AI-native, not AI-decorated

The same Claude-powered assistant captures after-hours leads on your agency page, drafts follow-up messages, and answers your team’s questions. It is the core product, not a marketing badge.

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Run by working agents

The founder is a third-generation insurance agent in Florida who runs a real agency and writes the code. Roadmap items come from agencies, not investor decks.

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Compliance-aware messaging

Every outbound email or SMS routes through a single compliance gate that enforces TCPA quiet hours, A2P 10DLC carrier rules, opt-outs, and rate caps. Sending at scale stays safe.

Who it's for

Built for the agencies that actually do the work

  • Independent P&C agenciesAuto, home, life, flood, umbrella, and commercial lines — multi-carrier, multi-line, multi-state.
  • Captive agents going independentAllstate, State Farm, and Farmers agents who need lead-flow tooling that isn’t carrier-issued.
  • Growing teams (2–15 staff)Owner-operator solo shops up through small management teams with sales, service, and processing roles.
  • Florida specialty marketsCitizens depopulation, A2P 10DLC SMS compliance, and FL-licensed-agent matching all handled natively.
  • AMS-loyal agenciesAMS360, EZLynx, Applied Epic, HawkSoft, NowCerts — OfficeHubb complements your existing AMS rather than replacing it.
  • Agencies tired of duct tapeIf your current stack is a CRM, a spreadsheet, a Slack workspace, and ChatGPT — you’re the target.
FAQ

Frequently asked questions

Everything agency owners ask before they sign up.

What is insurance agency software?
Insurance agency software refers to the tools an independent agency uses to capture leads, manage prospects, log sales, track commissions, and communicate with clients. Most agencies cobble together a CRM, a comparative rater, an agency management system (AMS), and a chat tool. OfficeHubb consolidates the lead-flow side of that stack — CRM, AI intake, sales tracking, commissions, and team messaging — into a single platform that sits alongside the AMS and rater you already use.
How is OfficeHubb different from an agency management system (AMS)?
An AMS like AMS360, EZLynx, Applied Epic, or HawkSoft is the system of record for bound policies, billing, and certificates. OfficeHubb does not replace that. OfficeHubb covers the workflow before and around a sale — lead intake, AI chat, pipeline management, follow-up automation, commission calculations, and team chat. Quotes deep-link out to your rater; bound policies live in your AMS. The two systems complement each other.
Do I have to replace my comparative rater?
No. OfficeHubb does not quote policies. When a lead is ready to quote, your team opens the rater you already use (PL Rater, Tarmika, Quote Rush, or carrier-direct) from a deep link on the OfficeHubb lead card. Bound policy details can be entered back into OfficeHubb to log the sale and trigger commission calculations.
What carriers does OfficeHubb support?
OfficeHubb ships with 23+ insurance carriers preconfigured for sales logging and commission calculations, including major P&C carriers and Florida specialty markets. You can add custom carriers in agency settings. Carrier selection is per-line and supports auto, home, life, flood, umbrella, commercial, and more.
Can I import leads from another CRM or spreadsheet?
Yes. The Insurance Lead Import tool accepts CSV, XLSX, XLS, and even PDF files. AI extracts tabular data from PDFs automatically. Duplicate detection prevents overwriting existing pipeline cards, and you can preview the import before committing. Most agencies migrate their existing lead list within their first afternoon on the platform.
Does OfficeHubb work for captive agents going independent?
It is one of the most common entry points. Agents leaving a captive carrier (Allstate, State Farm, Farmers, etc.) need lead-flow tooling that is not carrier-issued. OfficeHubb gives them a CRM, branded agency page, AI intake, and commission tracking on day one — without an enterprise contract or six-month implementation.
How long is the free trial?
Every plan starts with a 30-day free trial. Finish the setup checklist during your trial and your second month is free too, making it effectively two months free. No credit card is charged during the trial period.
What does OfficeHubb cost?
Plans start at $129/month for Solo (3 users), $249/month for Growth (8 users), and $379/month for The Full Package (15+ users) which includes the AI client intake assistant. Yearly billing knocks roughly 17% off each plan. See the pricing page for the full feature comparison.
Is OfficeHubb a good fit for a one-agent shop?
Yes. The Solo plan was designed for owner-operators and very small teams. You get the pipeline, sales tracking, follow-up reminders, and lead intake forms — all the essentials for a one-person agency that still wants modern tooling.
Where is the team based?
OfficeHubb is built in Florida by a third-generation insurance agent. Support is United States-based and runs through in-app chat plus email — no offshore tier-one ticket queue.
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See it running

Try every solution free for 2 months

Spin up your agency in minutes. Setup takes about 5 — we'll walk you through it.

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