The same jobs, done once, on the record they belong to.
| Capability | A stack of separate tools | Kaffeine |
|---|---|---|
| Calls and texts | A separate dialer, with notes typed in afterwards | Softphone and dialer on the record; every call logged and recorded |
| Quotes | A quoting site, with numbers copied by hand | Live CSG rates saved to the client, source labelled on every row |
| SOA and consent | Paper, or an e-signature tool nobody links back | Signed online and checked before enrollment can start |
| Licences and appointments | A tracker someone remembers to update | Ready-to-sell computed per carrier, state and plan year |
| Commissions | Spreadsheets reconciled against carrier statements | Statements matched line by line; producers paid to the contract |
| Reporting | Exports stitched together at month end | Dashboards that drill down to the records |
The conversations producers have, all on one record.
Every call, text, email, appointment, SOA, quote, enrollment and policy on one page per client, newest first.
Learn moreA browser softphone, a power dialer, two-way texting and email, with every conversation logged on the client's record.
Learn moreDrip campaigns across text and email, audiences, forms, landing pages and lead intake, with STOP and unsubscribes honoured everywhere.
Learn moreService cases with SLAs, a renewal season workboard for AEP, OEP and birthday-rule windows, and at-risk alerts, tied to the client and policy.
Learn moreQuote, document and prove it, in the same place.
Medicare Supplement, hospital indemnity, dental, vision and final expense quoted live through CSG Actuarial, saved to the client's record.
Learn moreScope of Appointment signed before the appointment, TCPA consent, Do-Not-Call, complaints and marketing review, with a compliance center that shows what's overdue today.
Learn moreKaffeine Sign for signatures with a one-time link, documents held under your agency's own key, and each document matched to its policy.
Learn moreBean, the assistant on every page, shows its sources and waits for your approval before it changes anything. Plus a live call coach and Rachel for your website.
Learn moreThe money, the people and the data behind every sale.
Statements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
Learn moreContract levels per carrier, a dated hierarchy with append-only history, and overrides priced under the seat in force on each date.
Learn moreLicences, appointments, E&O, AHIP and carrier certifications in typed registers, with ready-to-sell computed per carrier, state and plan year.
Learn moreEach producer's day, earnings and credentials in their own portal, and a hub for managers to onboard, track and coach the team.
Learn moreA shared directory of 5,449 insurance carriers with NAIC codes. Search it and adopt the carriers you sell onto your agency's roster.
Learn moreDashboards for pipeline, performance, policies and carriers, a report builder, scheduled delivery, and drill-down to the records behind any figure.
Learn moreOne place to bring data in: lead files, client and policy books, and saved mappings from Radius Bob, AgencyBloc, Better Agency or a spreadsheet.
Learn more