Never Miss a Policy Renewal or Follow-up Again.
AgentBox helps insurance agents track clients, manage renewals, and convert more leads into policies. Simple, affordable, and built for how you work.
✓ Free forever ✓ No credit card required ✓ Setup in 5 minutes
A simple CRM for insurance agents who rely on renewals and follow-ups
AgentBox is a CRM for insurance agents who need to track renewals, manage prospects, and stay consistent with client follow-ups. The product is designed for individual agents who want clarity, not a complicated enterprise setup.
Insurance sales depend on timing. If renewal reminders are missed or quotes are not followed up properly, revenue slips away quietly. AgentBox helps you keep those timelines visible so important clients do not disappear between spreadsheets and inboxes.
From first contact to renewal conversations, the goal is simple: give insurance agents one place to manage their book of business and the next best action for every client.
Sound familiar?
You miss policy renewal dates and lose recurring revenue
Leads from referrals fall through the cracks
You track everything in spreadsheets that are always outdated
You have no system to follow up with prospects consistently
AgentBox solves all of this.
Create Your Free AgentBox Account →Everything an Insurance Agent Needs
Track clients, manage renewals, and grow your book of business
Client Management
Keep all client info, policy details, and interaction history in one place.
Renewal Reminders
Set follow-up dates for policy renewals. Get reminded before they expire — never miss a renewal again.
Sales Targets
Set weekly and monthly production targets. Track your progress and earn achievement badges.
Task Management
Track document collection, underwriting steps, and every stage of policy issuance.
Performance Reports
See conversion rates, follow-up completion rate, and identify your highest-value clients.
Mobile App
Access your full client book on the go. Perfect for field agents and client visits.
Get started in 3 simple steps
No training. No complex setup. Just results.
Sign up free
Create your account in 30 seconds. No credit card needed.
Add your leads
Import from a spreadsheet or add leads manually. Takes 5 minutes.
Close deals
Get reminded before every follow-up. Never miss a deal again.
I used to lose 5-6 policy renewals a year. Now AgentBox reminds me 30 days before every renewal. My retention rate went from 72% to 91%.
Ravi M.
Senior Insurance Advisor
Simple, transparent pricing
Start free. Upgrade to Pro for $10/month when you're ready.
Free Plan
$0 forever
- ✓ Up to 10 leads
- ✓ Up to 10 tasks
- ✓ Follow-up reminders
- ✓ Mobile app
Pro Plan
$10 /month
- ✓ Unlimited leads
- ✓ Unlimited tasks
- ✓ Full reports & analytics
- ✓ Priority support
Frequently asked questions
Can I track policy renewal dates? ▼
Yes. Set a follow-up date for each client (e.g., 30 days before renewal) and get reminded automatically.
Can I import my existing client list? ▼
Yes. Import clients via CSV from any spreadsheet or existing system in seconds.
How is this different from a complex CRM? ▼
AgentBox is designed for individual agents, not large teams. It's simple to use, mobile-friendly, and costs a fraction of enterprise CRMs.
How much does it cost? ▼
$10/month or $100/year. Free plan available. No credit card required.
Ready to grow your book of business?
Start free today. No credit card required.