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Via your portal, AgentOne™ enables agents to guide customers and related cases through the insurance sales process from XRAE® health class estimation, needs analysis, and quotes and illustrations to iGO® (e-App) with e-Signature and e-delivery. Agents are alerted to delays, while managers remain informed through customized reporting.

Additional functionality — including Salesforce automation, campaign management and call center integration — can be added any time. AgentOne also runs on your existing Salesforce.com implementation or can stand alone.

With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales.

*At this time, AgentOne is available only for captive carriers.


Lisa Bollinger

222 Valley Creek Blvd
Suite 300
Exton, PA 19341 USA

Phone: 484-348-6555
Fax: 484-348-6559
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