ONE DOCUMENT REQUEST
Standalone E-Sign requests
Prepare a PDF, place signer fields, send the request, and track it from sent to completed.
Explore standalone E-SignBuilt for multi-office insurance teams
Your agency.
Connected.
AgencyMesh (Agency Mesh) connects your agency management system (AMS), communications, workflows, reconciliation, and office IT for multi-office insurance agencies.
Your existing systems. Working together.
One connected agency.
From people to technology.
01 / THE WORK BETWEEN YOUR SYSTEMS
Less disconnected.
More in sync.
Your AMS is part of a bigger working day. Connect the customer conversations, follow-up, and operations around it. Available tools and services depend on your agency’s setup and your access.
01
Dashboard & daily work
A clearer next step.
Bring calls, quotes, leads, and AMS follow-up into view. Work your Action Items and see what needs attention.
Explore Dashboard & daily work02
Customer communications
Keep the conversation moving.
Connect calls and texts with customer follow-up. Record the outcome so your team knows what comes next.
Explore Customer communications03
Goals & reporting
See the bigger picture.
Track goals, compare progress, and explore reporting across the offices and teams you can access.
Explore Goals & reporting02 / CONNECTED TRANSACTIONS
From carrier report
to a clearer picture.
Bring the records behind your agency’s activity together. Automate supported carrier reports, follow the money across sources, and give exceptions the attention they need.
Explore TransactionsCarrier coverage and automated runs depend on each office’s configured services and access.
- 01
Collect supported carrier reports
Bring available daily sales reports from configured standard and non-standard carriers into one transaction workflow.
- 02
Validate carrier access
Run Credential Check to find saved-access issues separately from importing transactions.
- 03
Track deposits. Reconcile activity.
Record bank deposits and receipts, match available carrier, AMS, merchant, and deposit records, and investigate exceptions.
AGENCYMESH AI
More context.
Better next steps.
AI for insurance agency teams, powered by frontier models. Ask about connected calls, transactions, carrier documents, and everyday work in one conversation.
Discover AgencyMesh AIAnswers follow your connected services, data, and permissions. Review key facts and complete business actions in their usual product pages.
INTELLIGENCE ALONGSIDE YOUR WORK
01
Find the context.
Explore calls, messages, transactions, and available carrier guidance.
02
Ask the next question.
Compare information, explore a difference, or ask for supporting sources.
03
Read the AgencyMesh AI guide Keep your team in control.
Review the answer, refine a draft in Writer, and decide what happens next.
03 / KEEP THE PROCESS MOVING
A signature.
Or every step around it.
Choose a standalone E-Sign request for a document signature, or a Workflow to bring several tasks together.
WORK WITH SEVERAL STEPS
Workflows
Manage questions, files, photos, signatures, preparation, review, and final signoff in one process.
Explore Workflows04 / BEYOND THE DESK
Connected work needs
connected offices.
Bring internet monitoring, office tools, and IT support alongside everyday agency work. Mesh by IT Athena powers AgencyMesh Workstation Connect for remote support and access to your own workstation. Availability follows your office’s configured services and your access.
Internet monitoring & alerts
Office status, outages, and recovery.
Internet blocking & DNS filtering
Website access on configured connections.
Remote & onsite IT support
Troubleshooting and coordinated visits.
Office cameras
Connected camera walls and channels.
05 / BUILT FOR YOUR TEAM
Every role.
A clearer way forward.
Find your next task, help another office, and use the tools available to your role. Explore the details in our task-based Docs.
Searchable navigation
Use the left navigation menu to find a page, report, or tool. Search by name, expand a group, or open Menu on a smaller screen.
Find your way aroundPersistent AgencyMesh AI
Open the Ask AgencyMesh stars icon. Type or speak a question in Chat, keep the conversation as you move between pages, or use Writer to polish a message.
Use the AgencyMesh AI panelDashboard
Choose your office or phone from the top bar, work your Action Items, and check the Daily Leaderboard. Use Communications for Active Calls, Two Factor Codes, Directory, E-Signs, and Send MMS.
Read the Dashboard guideZone Shift
Help another office with quotes, To-Do Calls, and leads after your own queue is clear. Your organization’s schedule and assignments determine when shared work appears.
Learn about Zone ShiftAgent and Office accounts
Agent accounts belong to one person, with one active session at a time. Office accounts support an office or team. Account type is separate from the roles that grant access to tools.
Compare account typesActive sessions
Authorized staff can review recent sign-ins and help resolve account problems. Operations can end a specific session when needed.
See session controlsTwo factor for teams
Keep shared company sign-ins moving with available SMS, email, and authenticator codes in one place. Find the code for the office and account you need.
Explore Two factor for teams Use Two-Factor safelyPhoto Converter and QR Generator
Convert photos into PNG or JPG, or make a QR code for a link or text message. Preview the result before you share it.
Photo Converter guide QR Generator guideGUIDANCE WHEN YOU NEED IT
Search AgencyMesh Docs.
Find step-by-step guides for everyday tasks, access questions, and common problems.
YOUR SYSTEMS. YOUR PEOPLE. YOUR MESH.
Bring your agency
together.
Let’s connect the work that moves your agency forward.