Agentero

Agentero is an insurance CRM that consolidates policy data, carrier info, and customer communications on one dashboard. Agents can quickly see cross-selling opportunities using risk analytics. A mobile app allows clients to view policies, file claims, or contact their agent. Automated renewal workflows remind staff about upcoming expirations. Agentero’s AI suggests relevant add-on coverages or auto bundling options. Real-time metrics display retention rates and new business growth. With a digital-first approach, it appeals to modern agencies aiming for high client engagement and operational efficiency.