Personal lines agency management
Agency management software for personal lines agencies.
Home, auto, and household accounts move fast and renew every year. OneagencyOS was built for personal lines agencies first, so household records, quoting, replacement cost estimates, renewals, and signatures all work the way a personal lines team does.
What it does
Made for home, auto, and household accounts.
Personal lines work is high volume and repeatable. OneagencyOS keeps each step organized so your team spends less time re-entering the same household.
Quote workflow
Move each quote from intake to carrier review, comparison, presentation, and signature.Replacement cost estimates
Build a replacement cost estimate for a home quote from the property details.Renewal reviews
See upcoming renewals, catch premium increases, and keep remarketing work on schedule.Applications and signatures
Send applications and forms for e-signature and file the signed copies to the client automatically.Client portal
Clients can view their policy information and download approved documents without calling the office.Why OneagencyOS
Why personal lines teams use OneagencyOS.
- Less re-keying of the same household between quoting, the client file, and email.
- Renewals and premium increases surface before the client calls about them.
- Cross-sell opportunities, like home and auto bundles, show up on the client record.
- CSRs see the full household story when a client calls.
- AI drafts follow-ups and suggests next steps, and your team approves them.
Questions
Frequently asked questions
Is OneagencyOS only for personal lines?
OneagencyOS was built for personal lines agencies first, and that is where its workflows are deepest today.
Does it help with home quotes?
Yes. The quote workflow keeps each home and auto quote moving, and the replacement cost estimate builder helps with home coverage amounts.
Can clients see their own policies?
Yes. The agency-branded client portal shows policy information and approved documents to each client.
How is renewal work handled?
Renewals coming due appear in a renewal workflow, and AI renewal reviews flag premium increases so your team can reach out first.
See OneagencyOS with your agency's workflow.
Tell us about your agency and we will walk you through it.