OneagencyOS

Clients

Open Bridge

Due Soon

Estimated Commission

Premium Bound

Rolling agency production

Household Health

Live overview

Household	Status	Agent	Premium

AI Brief

Generated from workspace data

Agency Knowledge

Ask OneagencyOS from uploaded SOPs, scripts, guides, and handbooks

Ask the Agency AI

Find Client

Add Client

Personal lines account details

Application Intake

Upload a completed insurance application to pre-fill this client record.

Application file

Household / Client Applicant DOB Email Phone City Zip Code Producer Name / Agent Carrier Policy Type Policy Number Effective Date Estimated Premium Commission Rate %

Estimated Commission $0

Status Annual Premium Goal Current Carrier Current Premium

Client Billing

Issue agency-fee invoices and track client payment status.

Agency Fee Invoice Number Invoice Date Invoice Due Date Invoice Status Amount Paid Payment Method Billing Notes

Prior Carrier Claims / Loss History

Agency Notes

Front-of-file notes for internal agency follow-up, client preferences, and next actions.

Underwriting Notes

Homeowners Application

Property Address Year Built Square Footage Roof Type Roof Shape Roof Last Updated Occupancy Type

Coverage A-F

Coverage A - Dwelling Coverage B - Other Structures Coverage C - Personal Property Coverage D - Loss of Use Coverage E - Liability Coverage F - Medical Payments Deductible Mortgage / Lienholder

Attachments

Attach inspection documents commonly needed for homeowners underwriting.

4-Point Inspection Wind Mitigation

Auto Application

Driver 1

Driver 1 Name Driver 1 DOB Driver 1 License Number

Driver 2

Driver 2 Name Driver 2 DOB Driver 2 License Number

Driver 3

Driver 3 Name Driver 3 DOB Driver 3 License Number

Driver 4

Driver 4 Name Driver 4 DOB Driver 4 License Number

Driver 5

Driver 5 Name Driver 5 DOB Driver 5 License Number

Driver 6

Driver 6 Name Driver 6 DOB Driver 6 License Number

Driver 7

Driver 7 Name Driver 7 DOB Driver 7 License Number

Driver 8

Driver 8 Name Driver 8 DOB Driver 8 License Number

Driver 9

Driver 9 Name Driver 9 DOB Driver 9 License Number

Driver 10

Driver 10 Name Driver 10 DOB Driver 10 License Number

Vehicle 1

Vehicle 1 Year Vehicle 1 Make Vehicle 1 Model Vehicle 1 VIN Vehicle 1 Usage

Vehicle 2

Vehicle 2 Year Vehicle 2 Make Vehicle 2 Model Vehicle 2 VIN Vehicle 2 Usage

Vehicle 3

Vehicle 3 Year Vehicle 3 Make Vehicle 3 Model Vehicle 3 VIN Vehicle 3 Usage

Vehicle 4

Vehicle 4 Year Vehicle 4 Make Vehicle 4 Model Vehicle 4 VIN Vehicle 4 Usage

Vehicle 5

Vehicle 5 Year Vehicle 5 Make Vehicle 5 Model Vehicle 5 VIN Vehicle 5 Usage

Vehicle 6

Vehicle 6 Year Vehicle 6 Make Vehicle 6 Model Vehicle 6 VIN Vehicle 6 Usage

Vehicle 7

Vehicle 7 Year Vehicle 7 Make Vehicle 7 Model Vehicle 7 VIN Vehicle 7 Usage

Vehicle 8

Vehicle 8 Year Vehicle 8 Make Vehicle 8 Model Vehicle 8 VIN Vehicle 8 Usage

Vehicle 9

Vehicle 9 Year Vehicle 9 Make Vehicle 9 Model Vehicle 9 VIN Vehicle 9 Usage

Vehicle 10

Vehicle 10 Year Vehicle 10 Make Vehicle 10 Model Vehicle 10 VIN Vehicle 10 Usage Garaging Address

Auto Coverage & Options

Bodily Injury Limit Property Damage Limit UM / UIM Limit PIP / Med Pay Comprehensive Deductible Collision Deductible Rental Reimbursement Roadside Assistance

Renters Application

Rental Address Residence Type Occupancy Type

Renters Coverage

Personal Property Limit Loss of Use Limit Liability Limit Medical Payments Deductible Interested Party / Landlord

Condo Application

Condo Address Year Built Square Footage Construction Type

Condo Coverage

Interior / Dwelling Limit Personal Property Limit Loss Assessment Liability Limit Deductible Mortgage / Lienholder

Umbrella Application

Umbrella Coverage & Exposures

Umbrella Limit Self-Insured Retention Underlying Auto Limits Underlying Home Liability Underlying Carrier(s) Number of Drivers Number of Properties Underlying Exposures

Flood Application

Flood Property Address Flood Zone Foundation Type Elevation Certificate

Flood Coverage

Building Coverage Contents Coverage Building Deductible Contents Deductible Prior Flood Losses

Outstanding Carrier Documents

Created automatically when an uploaded application mentions documents the carrier still needs.

Client Signatures

OneagencyOS-native signature packets tied to this client file. Open signatures create task follow-ups automatically.

New Quote Intake

Bridge home and auto opportunities to carrier APIs

Home Quote

Applicant Name Date of Birth Email Phone Property Address Purchase Type Closing Date Prior Street Address Prior City Prior State Prior Zip Prior Carrier Renewal Date

AI Property Appraiser Bot

Uses the property address to prepare county property details for the carrier forms.

County Year Built Square Footage Roof Type Roof Shape Roof Last Updated Redfin Listing Signal Zillow Listing Signal Listing Update Scan

Carrier Bridge

Create the client folder and send this home quote through the carrier API bridge.

Auto Quote

Include auto quote Number of Drivers Number of Autos Current Auto Carrier Auto Renewal Date Garaging Address

Carrier Bridge

Create the client folder and send this auto quote through the carrier API bridge.

Premium Bound

Household Health

AI Brief

Agency Knowledge

Add Client

New Quote Intake

Quote Pipeline

Task Workflow

Client Snapshot

New Signature Packet

Signature Queue

Book Snapshot

AI Guideline Download

Underwriting Guidelines

AI Workspace Helper

Draft Output

Agency AI Brain

Agency Knowledge

Agency Settings

Agency Isolation

Add/Edit Users

Users

MFA Settings

Password Policies

User Activity Logs

Workflow Automation

Document Management

Commission Settings

Integrations

Compliance & Security

Client Portal Settings

Reporting Settings

Notifications

Communication Settings

Templates & Signatures

AI Settings

AI Knowledge Base Uploads

Add Carrier Portal

Carrier Portals