Fat Agent Makes Selling Insurance Easy.

Generating new leads, quoting new business, submitting applications to carriers, and managing your agency has never been this easy.

What it’s Made Of

Sales

The sales features built into Fat Agent will help you turn more leads into clients – without increasing effort. Our sales suite gives you a complete 360-degree view of all new leads. It’s never been faster or easier to contact a new lead, send out multiple quotes and track all correspondence made with a prospect. Sales have never been this simple.

Marketing

Fat Agent’s marketing automation features allow you to engage your leads quickly at just the right time with personalized marking messages. The best part is – it does it Automatically. Putting the right marketing message in front of a potential buyer can be the difference between making the sale or missing the sale.

Management

Managing your in-force business can be a time-consuming task. So we built the management features of Fat Agent to save you time doing the “busy work” that fills hours, but not your commission statement. Fat Agent offers everything you need to effectively and efficiently run your agency – all located in just one place – and it works seamlessly across any device or browser.

A Dashboard Built for Productivity.

Spend less time on mundane daily tasks and more time growing your agency. All easily managed from one convenient place. With Fat Agent, whether you’re in the office, meeting with clients, or on the go – you’re up to speed and moving forward, never miss an opportunity again!

Features to Grow Your Agency. Without Even Trying.

Agent Touches™

It’s difficult to make sales when you have no idea just how many times you have contacted each of your leads. With AgentTouches™ you can track the number of calls, emails, and even text messages that you’ve sent to every lead – and each contact you make is dated and time stamped so that each touch is recorded.

Agent Tasks™

Never again let an application in underwriting get stalled, because a stalled app means an unhappy client. It also means no commission. AgentTasks™ will tell you exactly how old an underwriting requirement is, and what you need to do in order to get things moving through the process. Up to date underwriting – from application to issue.

Agent Trips™

AgentTrips™ helps you put the right message in front of the right prospect at the right time. Trips is like automated marketing on steroids. When you set each client up on their own Trip, it can significantly help to improve your chances of turning a lead into a client.

I Want In!

User Friendly Easy Interface

Do everything with a few clicks of a mouse. Tasks such as submitting new business, emailing quotes or checking commission statements have never been faster. Along with 100’s of other things.

Works On Any Device

Your entire agency can now be in your pocket. Fat Agent works just as well on your mobile device as it does on your desktop or iPad.

We’re Here To Help Your Business Blast Off!

Through Creative Ideas, Innovation & Sheer Determination

Let’s Get Started!