Run the whole agency from one place.
Lead intake, assignment, pipeline, book of business, and cost analytics. One system, built by people who've actually run agencies.
Your agency runs on a dozen open tabs.
You know the drill. Every job lives in a different tool, and none of them talk to each other:
Leads go cold in an inbox before anyone picks up the phone.
Your whole book of business is a spreadsheet you're scared to touch.
You can't tell which lead vendor is actually worth the money.
Every agency you run is its own island of logins.
Everything the agency runs on, in one place.
Six tools your team actually uses every day, connected, not bolted together.
Lead intake
Every lead from every vendor, in one inbox: aged data, live transfers, and web forms.
Assignment
Rules drop each lead on the right producer in seconds, not hours.
Sales pipeline
Quote to bind to bound, stage by stage, with nothing slipping through.
Book of business
Every policy, premium, carrier, and renewal in one ledger.
Performance & cost
CPL, CPA, and persistency by producer, vendor, and campaign.
Team chat
The agency floor, online. By team, by downline, by deal.
“Run ten agencies like one. Keep their books ten miles apart.”
Principals see every downline agency in a single view. Each agency's book, leads, and producers stay walled off behind strict per-agency data isolation. No cross-contamination, ever.
- One principal view across every agency you own
- Per-agency data isolation on by default
- Roll up performance, then drill into any producer
“Know which lead vendors are worth renewing.”
CPL and CPA down to the vendor, campaign, and producer. See what a lead actually costs to bind, and cut what doesn't pay. Green is below your agency average; red is above.
- Cost per lead and cost per sale, ranked side by side
- Break it down by funder, agent, lead type, and channel
- Spot a vendor going expensive before it eats the month
“Every policy, premium, and renewal in one ledger.”
No more chasing renewals across spreadsheets. Total annual premium, in-force vs pending, by carrier and producer. Your whole book, live, on one page.
- In-force, pending, and lapsed at a glance
- Grouped by carrier, agent, and product line
- Renewals surfaced before they slip
Everything an agency pays for, in the box.
Most agencies pay for five different tools to get through the day. Apticus bundles them in, so here's what you'd pay for on your own, included free.
Producer Credentials Partner
License and carrier-appointment tracking, handled for you.
Quoting tool Coming
Pull quotes across your carriers without leaving the lead.
Call scripts Coming
Scripts that close, built for each lead type.
Field routing & maps Coming
Plan the week and map your leads for door-knocking.
That's about $84/mo in tools, included. And no usage meters. Other insurance CRMs charge you per AI dial and bill by the feature. We don't.
Your license, verified for clients. Free.
Producer Credentials is the independent platform that proves an agent is real, licensed, and in good standing. It's our sister company, and it's built right into Apticus. On its own it runs $24 a month. Your whole team gets it at $0.
- A verified profile clients can check before they sign.
- License and carrier appointments tracked automatically.
- Normally $24 a month. Included with Apticus at $0.
Up and running in days, not months.
We load your book
Your existing policies, open leads, and producer roster come over before day one. Not a blank slate.
Producers work one board
Every lead routes itself to the right agent. Quote to bind happens in one clean pipeline.
You see it all roll up
Production, cost, and persistency roll up to you in real time, across every agency you run.
Built for data you can't afford to leak.
An agency lives and dies by its book. We treat it that way.
Per-agency isolation
Every agency's data is logically walled off. No shared tables, no leakage between downlines.
Role-based access
Principals, managers, and producers each see exactly what they should, and nothing more.
Encrypted end to end
Standard strong encryption on every record and every connection, in transit and at rest.
Full audit trail
Every record and every change is logged and attributable.
SOC 2 Type II In progress
Happy to walk your compliance team through exactly where we are.
Your data stays yours
Export your book any time. No lock-in, no hostage-taking.
Straight answers.
Who is Apticus for?
Insurance agencies that run their own producers across every line you write, from final expense and med supp to IUL and mortgage protection. And the principals who run several agencies at once.
Do you migrate our book?
Yes. We bring over your existing book of business, open leads, and producer roster so day one looks like your agency, not a blank slate.
How is data isolated between agencies?
Each agency operates in its own isolated space. A producer in one agency can never see another agency's leads, book, or numbers. Principals get a roll-up view; the data stays separated underneath.
Does Apticus replace our dialer or CRM?
It replaces the CRM, the pipeline, the book, and the spreadsheets. It sits alongside your dialer and lead vendors.
Is it built for my lines of business?
Yes. The pipeline stages, the intake, and the cost analytics work for every line you write: final expense, med supp, IUL, mortgage protection, term. You're not forced into someone else's workflow.
Stop running the agency out of twelve tabs.
See Apticus run your book. Twenty minutes, no slides.
Book a demo