Quote, Compare, Bind – All in One Click

Automated Document Upload

TrueRate™ AI validates every question against 100+ carrier rules in real time.

Multi-Carrier Quoting

Quote multiple carriers and multiple products with one interview.

AMS/CRM Integration

Integrates seamlessly with any AMS or CRM system.

One-Click Bind

One-click bind & policy issuance for faster closings.

Client Management

Renewals, endorsements, and certificates all in one place.

Full Lifecycle

Manage the entire policy lifecycle from quote to renewal.

Testimonials

Real Agents, Real Results

"With AgentX I finally have easy visibility into what every rep is quoting. No more guessing on margins or chasing down policy docs, it's all in one place."

Charlotte M.
Houston, TX