One Customer. One Workflow.
Fat Agent follows the insurance sales process—from first contact through lifelong service—so every customer stays organized in one place.
Everything You Need To Manage Your Agency
From lead capture to household quoting and follow-up—everything you need to run your agency lives in one CRM.
Lead Management
Capture, organize, and manage every prospect from first contact to policy.
Household Management
Insurance is sold to households, not just individuals. Quickly add spouses and children, then assign household members to auto, home, renters, or life insurance quotes without re-entering information.
Lead Status Tracking
Customize lead statuses to instantly see where every prospect is in your sales process.
Tags & Organization
Create custom tags to organize prospects, clients, referral partners, marketing campaigns, or any workflow unique to your agency.
Smart Follow-Up
Never lose another opportunity with built-in follow-up reminders, tasks, and activities.
AI Notes
Capture quick notes while Pattie automatically cleans them up, summarizes conversations, and creates professional customer records.
Email & SMS Campaigns
Automate follow-up with personalized email and text message campaigns that keep prospects engaged.
Lead Assignment
Automatically assign new leads to the right producer or team member.
Tasks & Reminders
Stay organized with built-in task management that keeps your team accountable.
Not A Generic CRM Forced To Fit Insurance
Most agencies stitch together a generic CRM, a quoting tool, a dialer, and a calendar—then wonder why follow-up falls apart. Fat Agent was built for insurance sales from the start.
Typical setup
Fat Agent
One connected record
- One customer profile
- Quotes & pipeline
- Calls & SMS
- Appointments
- Follow-up & tasks
Built For Insurance
Households, insurance questions, quoting, and follow-up—not a generic contact database you have to bend into shape.
One Customer Profile
Every quote, conversation, appointment, and note stays attached to the same record your team works from.
Quotes Live In The CRM
Generate and revisit quotes without jumping into another system or re-entering the customer.
Conversations Stay Attached
Calls, texts, emails, and tasks log to the lead automatically—so nothing gets lost between apps.
Connected To The Entire Fat Agent Platform
Your CRM becomes the center of everything your agency does.
Quote Engine
Generate quotes directly from the customer's profile.
Quote Widgets
Website quote requests instantly become CRM leads.
Insurance Funnels
Every funnel submission flows directly into your CRM.
Booking Calendar
Appointments are automatically attached to the customer's record.
Communications
Calls, emails, and text messages stay connected to every customer.
Pattie Intelligence Platform
Use AI to summarize notes, draft emails and text messages, answer CRM questions, and help your team work more efficiently.
Weighing Fat Agent against a generic marketing CRM? Read Fat Agent vs GoHighLevel for a side-by-side breakdown built for insurance agents.
Finally, A CRM That Understands Insurance.
Fat Agent gives independent insurance agencies everything they need to organize leads, automate follow-up, manage customer relationships, and grow their business—all from one insurance-first CRM.
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