InsureSocket™ is a comprehensive web-based client relationship management (CRM) solution designed for a wholesale insurance brokerage agency that provides a full range of tools necessary to manage and market to a variety of brokers/agents, carriers, and other relationships. InsureSocket™ was designed to help your agency manage existing relationships with advisors and to provide tools to assist with agent recruiting.. InsureSocket is intended to be used alongside Agency Integrator, AgencyWorks' agency management system.

InsureSocket™ is separated into modular components, including a Contact Module, Marketing Module, Reports Module, and Administration Module. Although each module is separate from Agency Integrator, the vast majority of the information is automatically synchronized to ensure that data is neither mismatched nor misrepresented.

Learn more about the powerful capabilities that InsureSocket™ makes available to your agency by requesting more information from the menu on the right.