The Smart Way To Sell Insurance And Supplemental Products
Track applications & enrollments
Agent360 is the all-in-one solution for insurance professionals looking to quote, compare, enroll and administer clients effortlessly.
Learn more
Track applications & enrollments
Agent 360 is the all-in-one solution for insurance professionals looking to quote, compare, enroll and administer clients effortlessly.
Learn more
Security-First Architecture
Our platform ensures agents only sell what they're licensed to, where they're authorized to sell it
Our platform is built with compliance at its core, ensuring every sale is compliant— no guesswork
Agent360 only stores the data essential to service your customers—nothing more, nothing less
Agent360 —the platform built to streamline policy management and transform customer experiences. Say goodbye to inefficiencies and hello to a smarter, faster, and more seamless way to manage policies.
More about us
How It Works
Build products, control underwriting process, compare product options, enroll and manage your agency—all from a single, intuitive platform that puts you in control of your suite of products and services while maintaining a high level of compliance.
Design. Launch. Control. Your Own Insurance Products
Create, configure, and manage insurance plans—no coding required.
Custom Product Configuration
Define coverage limits and plan options, underwriting rules, eligibility criteria, commission rules and rating structures—all with an intuitive builder interface.
Real-Time Updates & Adjustments
Launch new products or update existing ones instantly—no long dev cycles or third-party delays.
Seamless Integration into Quoting & Enrollment
Your custom products flow directly into the quoting engine, enabling immediate quoting, enrollment, and policy administration.
Compliance & Version Control
Stay compliant with built-in history tracking and audit trails for every product update.
White Label & Co-Branding Options
Deliver personalized insurance experiences under your own brand or for distribution partners with ease.
Quote Any Way You Work—Without Limits
Quote any type of product using workflows that match your style.
Multi-Path Quoting
Choose your path: quick quotes, guided quoting for accuracy, or custom inputs for complex products and layered coverage.
Rule-Based Customization
Tailor quoting logic based on risk factors, geography, eligibility, and more—giving you full control over how quotes are generated and allowed to enroll.
Mobile & On-the-Go Access
Quoting on a laptop or a tablet in the field? No problem. The platform is fully responsive for quoting anytime, anywhere.
Guide Consumers Through Enrollment
Our platform doesn’t just streamline enrollment—it enhances the agent’s role as a guide and expert, giving them the tools to support clients at every decision point. The enrollment process is built around your process and your products application flow.
Optional CRM integrations to pre-populate data so agents spend less time and data entry and more time for tailored care for your customers.
Compliance & Security Guaranteed
Fast, secure signing and instant delivery.
Multi-Channel Signature Capture
Clients can sign applications electronically via SMS, email, or both—whichever is most convenient for them.
Mobile-Friendly & Secure
Designed for phones, tablets, and desktops—signing is fast, intuitive, and 100% compliant with e-signature regulations.
Real-Time Status Visibility
Both agents and customers can see exactly where the application stands—sent, viewed, or signed.
Audit-Ready Documentation
Every signature is time-stamped and logged, with a full audit trail available for compliance reviews or carrier requests.
Compliance & Security Guaranteed
NIPR-Integrated Agent Compliance Controls
Real-Time NIPR License Verification
Automatically verify agent licensing status across states and product lines using your integration with NIPR.
Auto-Blocking for Non-Compliant Agents
Prevent unlicensed or out-of-compliance agents from quoting, enrolling, or submitting business—before issues arise.
State Rules Enforcement
Apply state-specific compliance rules within the quoting and enrollment flows.
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Jeff Weber
Founder
+340 satisfied customers
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Stephanie Powell
VP of Marketing
The Smart Way to Sell insurance and supplementary products
FAQs
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What is Agent 360?
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What is Agent 360?
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What is Agent 360?
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