Clients and households
Policies, documents, calls, email, texts, and claims on one client file, with a timeline of everything that happened.
OneagencyOS Insurance agency management software
One system. Every agency workflow.
Clients, policies, quotes, email, signatures, documents, commissions, and team workflows in one secure workspace, built for independent personal lines agencies.
- Agency-isolated data
- Role-based access
- AI that waits for your approval
- Patent Pending
My DaySample screen
Renewal review: premium up 18%, explained from the fileRenewal
Quote comparison ready to send to the clientQuote
Nonrenewal notice: 30 days to place the clientUrgent
Hurricane watch: prep message for clients in 3 countiesStorm
Signed application filed to the client fileDone
AI suggests. Your team reviews and sends.
Features
Everything an agency runs on, in one place
Replace the inboxes, spreadsheets, carrier portals, folders, and follow-up lists with one workspace your whole team shares.
Quoting with OSCAR
Send one intake to the carrier portals you choose, then give the client an agency-branded comparison in plain English.
Email, texts, and calls
Connect Outlook. Mail from clients files itself, AI sorts the inbox, and a voice memo after a meeting becomes notes and tasks.
Renewals and retention
Renewal increases explained, nonrenewals tracked to the deadline, and quote follow-ups and thank-yous that never fall through.
OneagencyOS Sign and client portal
E-signature packets filed back to the client, and an agency-branded portal where clients can get answers about their policy.
Commissions and reporting
Bound premium, producer performance, collections, and commission statements, read and reconciled.
Inside the workspace
Clear signals for every part of the agency
AI that works for your team, not around it
Every AI feature has its own switch. AI suggests and drafts; nothing goes to a client until someone on your team approves it. Your agency connects its own OpenAI or Anthropic account.
- Renewal increases explainedFrom the facts in the client file, by email or text, in the client's language.
- Nonrenewal rescueTracked from the carrier notice until the client is placed with a new carrier.
- Storm responsePrep messages when a hurricane watch reaches your clients' counties, and a check-in after.
- Carrier fit checkThe home's facts checked against your underwriting guides before you quote.
- A My Day plan for every agentTheir own tasks, renewals, and suggestions, in a sensible order each morning.
For your team
A focused workspace for every role
Agency owners
See agency performance, control access, manage commissions, and keep operations accountable.
Managers
Balance workloads, monitor workflows, coach the team, and catch service risks before they grow.
Producers
Move from intake to quote comparison, signature, and bound policy with less re-entry.
CSRs
See the client story, outstanding documents, messages, renewals, and the next action in one place.
First 25 agencies
OneagencyOS Founder Edition
Transparent early-access pricing for independent agencies. No stripped-down trial: Founder agencies get the full platform.
- Agency management system
- CRM and sales pipeline
- Client and policy management
- Document management
- Email and text integration
- Tasks and workflows
- Commission tracking
- Reporting and dashboards
- ACORD and document tools
- E-signatures
- AI agency helpers
- Client portal
Founder Edition is limited to the first 25 agencies. Pricing applies while the agency remains on the Founder plan in good standing. Carrier integrations are included as they become available and may depend on carrier approval, appointment status, or third-party access requirements.
$299per month
- Includes up to 5 users
- Additional users $25 per user per month
- Annual pay-in-full $3,588
- No long-term contract
- Onboarding and data import with our team
About OneagencyOS
Built by an agency owner who knows the work
OneagencyOS was shaped by 15 years of hands-on experience operating an insurance agency. It brings the practical lessons of a founder-owned agency into one secure system for the teams doing the work every day.
Veteran ownedIndependent, service-minded, and focused on a calmer operating rhythm for agencies.
FAQ
Frequently asked questions
Straight answers about OneagencyOS, pricing, AI, and getting started.
What is OneagencyOS?
OneagencyOS is insurance agency management software. It brings clients, households, policies, quotes, renewals, email, calls, documents, e-signatures, commissions, and reporting into one secure workspace, with AI that helps with the daily work.
Who is OneagencyOS built for?
Independent insurance agencies, starting with personal lines agencies. Agency owners, managers, producers, and CSRs each get a workspace suited to their role.
How much does OneagencyOS cost?
Founder Edition is $299 per month and includes up to 5 users. Additional users are $25 per user per month, and annual pay-in-full is $3,588. Founder Edition is limited to the first 25 agencies.
Is there a long-term contract?
No. The monthly plan has no long-term contract. Cancel before the next billing period to stop future billing.
Does OneagencyOS work with Outlook?
Yes. Each user can connect an Outlook mailbox. Email from known clients is filed to the client's record, and AI can sort the inbox and suggest replies and next steps.
How does the AI work, and who pays for it?
AI suggests and drafts, and your team approves. Each AI feature can be turned on or off in AI Settings, and AI never sends anything to a client on its own. Agencies connect their own OpenAI (ChatGPT) or Anthropic (Claude) account, so AI usage is billed by that provider to the agency.
Is our agency's data kept separate and secure?
Yes. Each agency works in its own isolated workspace with role-based access for owners, managers, producers, CSRs, and authorized support. Carrier logins are kept in a separate vault, not in the workspace.
Can we move our data from our current system?
Yes. Onboarding and data import are handled with the OneagencyOS team when your agency starts.
Are e-signatures and a client portal included?
Yes. OneagencyOS Sign for e-signature packets and an agency-branded client portal are both part of the platform.
See it in action
See it with your own book of business
Tell us a little about your agency and we will show you how OneagencyOS can support your team and the way you work today.
hello@oneagencyos.com
Tampa, Florida