AgencyPro is a specialized mobile platform for insurance professionals, offering tools for client management, appointment scheduling, performance tracking, and workflow discipline. It unifies daily operations for consultants, managers, and organizations, providing a comprehensive view of clients and activities to improve efficiency and consistency.
AgencyPro sits in PulseGate's CRM & sales category. Fragmented and inefficient management of insurance operations and client activities. AgencyPro is a B2B product aimed at insurance consultants and managers. The product is available for free. AgencyPro is available on the web and iOS.
Behind AgencyPro is PKData L.T.D., based in the United States, and the product first shipped in 2026. Among its 5 catalogued features are client management, appointment scheduling, and performance tracking.
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