Lead management
Keep Lead contact information, assignments, stages, notes, and next steps organized in one secure workspace.
AGENT FLOW CRM LLC
A focused CRM for life-insurance agencies.
Agent Flow CRM gives agencies and Agents one professional place to manage Leads, follow-ups, appointments, agency operations, and client communications.
$125/month per active paid Agent seat. Secure Stripe-hosted checkout.
BUILT FOR DAILY AGENCY WORK
Simple on the surface. Powerful underneath.
Agent Flow keeps the work an Agent needs today clear while preserving the operational structure an agency needs behind it.
Daily follow-up
See tasks and appointments clearly so Agents know who needs attention and when to follow up.
Agency operations
Manage teams, hierarchy, policies, and production workflows with role-based agency access.
Client communications
Bring call, text, email, and activity context together around the correct Lead as provider connections become available.
PRIVATE BY DESIGN
Public information stays public. CRM records stay protected.
This website explains Agent Flow CRM to the public. Access to agency workspaces and customer records requires an authenticated, authorized Agent Flow account.
