Who Uses This Software?

Agent Intelligence is easy to use and affordable for all Insurance brokers and Insurance Brokerages of any size.

Average Ratings

2 Reviews

  • 4 / 5

  • 4 / 5
    Ease of Use

  • 2.5 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Version
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
  • Support

Vendor Details

  • Online Database Solutions
  • www.onlinedatabasesolutions.com
  • Founded 2002
  • Canada

About Agent Intelligence

Agent Intelligence is a cloud based insurance CRM and complete policy administration solution. Agent Intelligence is available for indpendent brokers and Agencies. Agent Intelligence offers full reporting including customized reporting, commission tracking, fully integrated Calander, policy tracking, document storage and client tracking.

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Agent Intelligence Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

Agent Intelligence Reviews

Customer service was terrible

Oct 10, 2017

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money

Pros: The initial layout of the software seems fine but it did not allow for all the detail I needed to really organize my database.

Cons: I emailed Online Database solutions 4 times, and they responded saying they will forward my email on to the appropriate team. I never received any follow-up or response after months of trying. Even when trying to cancel the account I have yet to hear back from them. They just keep on drafting my bank with no response. What a joke.

Agent Intelligence Insurance CRM

Oct 06, 2014

5 / 5
Ease of Use

4 / 5
Customer Support

Comments: Agent Intelligence is easy to use and super affordable. It has full policy and client tracking and lets me easily keep my business organized. It also lets me track business from other brokers in my office and their business. The reporting is fully customizable, integrated calendar so I don't miss marketing opportunities and it also tracks commission(I don't use). Overall it's very useful for marketing and tracking my business. Priced at 15 bucks a month makes it a no-brainer.