AgencyRoot

Founded in 2015, AgencyRoot is a software-as-a-service (SaaS) company that develops and provides a comprehensive Customer Relationship Management (CRM) and agency management tool for the insurance industry. The platform was created by an insurance agency owner to address the specific needs of independent agents, focusing on streamlining sales processes, managing leads, and tracking performance. Its mission is to equip insurance professionals with modern, efficient, and user-friendly technology to enhance their productivity and success.