Independent insurance agency software
One system for the independent insurance agency.
Independent agencies juggle many carriers, many portals, and a small team. OneagencyOS brings clients, policies, quotes, renewals, email, signatures, commissions, and reporting into one workspace, built by an independent agency owner with 15 years in the business.
What it does
Built for agencies that work with many carriers.
The work of an independent agency spans carriers, portals, inboxes, and spreadsheets. OneagencyOS connects it.
Quote and renewal workflows
Kanban-style stages for new business and renewals, with ownership and follow-up on every card.Carrier portal help
The OneagencyOS browser extension carries quote details into carrier portals in your own signed-in session. It never submits a bind without your action.Commission tracking
Carrier rates, producer splits, and new and renewal business agreements in one place.OneagencyOS Sign
Built-in e-signature packets with field placement, an audit trail, and completed documents filed to the client.Client portal
An agency-branded portal where clients see policy information and download approved documents.Why OneagencyOS
What changes for an independent agency.
- One place to see every client, policy, and open item across all your carriers.
- Agency owners see production, renewals, and goals without building spreadsheets.
- New team members learn one system instead of a dozen logins and folders.
- AI helpers answer from your own procedures and carrier guidelines.
- Founder Edition pricing is $299 per month for up to 5 users, with no long-term contract.
Questions
Frequently asked questions
Who is OneagencyOS built for?
Independent insurance agencies, starting with personal lines agencies. Owners, managers, producers, and CSRs each get a workspace suited to their role.
Does OneagencyOS connect to carriers?
Carrier integrations are added as they become available and may depend on carrier approval and appointment status. Today the OneagencyOS browser extension helps with carrier portal quoting in your own browser session.
How much does it 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. It 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.
See OneagencyOS with your agency's workflow.
Tell us about your agency and we will walk you through it.