The Insurance Operating System™
The all-in-one CRM & AMS that connects leads, clients, policies, quoting, phone and SMS, commissions, and AI—so your team spends less time managing software and more time selling.
Insurance Operating System
Fat Agent
Disconnected tools, separate logins.
Your agency stack—scattered everywhere.
Insurance was never designed to work together.
Disconnected systems create friction for everyone in the insurance ecosystem. So we fixed it!
Repeat the same information across quotes, applications, and policy servicing.
Jump between carrier portals, CRMs, spreadsheets, email, and phone systems just to serve clients.
Lack one complete view of leads, producers, policies, commissions, and operations.
Struggle to exchange data with agencies in real time, creating delays and duplicate work.
Finally: your insurance CRM, AMS & AI combined.
Everything your agency needs to sell, service, and scale.
CRM
Capture. Communicate. Close.
Lead management, follow-ups, email, texting, quoting, and automation that help your team write more business.
AMS
Manage Every Policy.
Policies, renewals, commissions, documents, reporting, and compliance—all in one place.
AI
AI That Removes Work.
Pattie helps answer questions, automate tasks, coach producers, and give your team more time to sell.
Whether you sell auto or annuities, everything works together.
Built for P&C, Life, and agencies that do both.
Property & Casualty
Everything you need to quote, bind, and manage your P&C business.
- ✓ Comparative Rating
- ✓ Policy Management
- ✓ Commissions
- ✓ Renewals
Life & Health
Everything you need to quote, submit, and manage your life business.
- ✓ Life Quoting
- ✓ Pending Case Status
- ✓ Commissions
- ✓ Drop Ticket
One platform. Not twelve.
Powerful tools that remove busywork from every part of your agency.
Never Lose Another Lead
Booking, intake forms, follow-up, reminders, and pipeline tracking.
Phone & SMS Built Into Your CRM
Calls, SMS, and every conversation tied to the client record.
Quote Faster
Compare carriers, generate quotes, and keep the record connected.
Know Every Client
Centralize clients, policies, documents, tasks, and activity.
Pages That Convert
Landing pages and quote funnels connected directly to your CRM.
Your Website Works With Your CRM
Not beside it. Inside it. Leads flow where your team actually works.
Meet Pattie Intelligence
A team of AI specialists built for insurance.
- ✓Pattie Chat — Live web chat that books and quotes
- ✓Pattie CSR — Customer service and policy support
- ✓Pattie Closer — Drafts replies that close deals
- ✓Pattie Quoter — Collects details, runs live quotes
- ✓Pattie Underwriter — Underwriting and carrier expertise
- ✓Pattie Support — Shows you how to use Fat Agent
Your Agency, In Your Pocket
Manage clients, quote, answer calls, review policies, and follow up from your phone.
Learn More
How it works
1. Book a demo.
Show us how your agency runs today.
2. Import your data.
Bring over leads, clients, policies, and workflows.
3. Train your team.
Get everyone working from one connected platform.
4. Start growing.
Less software management. More agency growth.
Stop managing software.
Start growing your agency.
See how Fat Agent brings your CRM, AMS, quoting, phone and SMS, and AI together.
Book a Demo