Streamline your agency operations and grow your business.
Our Agents Portal provides the tools you need to manage client information, handle renewals and endorsements, and track business performance. Purpose-built for insurance agencies of all sizes.
Features designed to streamline operations and enhance client service
Manage all client information in one centralized database. Track policies, contact information, communication history, and important dates for each client.
Gain valuable insights into your agency's performance with comprehensive reports on sales, retention, claims, and carrier relationships.
Automate repetitive tasks like renewal reminders, policy updates, and client communications to save time and reduce errors.
Seamlessly connect with carrier systems for quoting, binding, and policy servicing, eliminating double entry and reducing processing time.
The Umbra360 Agents Portal dashboard provides at-a-glance insights and quick access to your most important tools:
Tools to help you acquire, retain, and expand client relationships
Create and manage targeted email campaigns, social media content, and client outreach programs to generate leads and nurture prospects.
Identify opportunities to expand client relationships with intelligent policy analysis and coverage gap detection algorithms.
Monitor client satisfaction, identify at-risk accounts, and implement proactive retention strategies to maintain your book of business.
Hear from agencies that have transformed their business with Umbra360
Agency Principal
"Since implementing Umbra360, we've reduced our administrative workload by 40% and increased our closing ratio by 15%. The ROI has been tremendous for our agency."
Operations Manager
"The workflow automation features have been a game-changer for our team. Tasks that used to take hours now happen with the click of a button, freeing our staff to focus on client relationships."
Independent Agent
"As a one-person agency, Umbra360 gives me the tools to compete with larger firms. The client portal and automated communications make me look like I have a full support staff."
Join thousands of successful agencies that have revolutionized their operations with Umbra360.