The operating system
your agency runs on
Clients, policies, quoting, commissions, and reporting — unified in one fast, modern platform. Less time wrangling software, more time writing business.
Free white-glove migration · No credit card · Bilingual support (EN / ES)
Trusted by growing agencies across the country
A closer look at your workspace
Flip through the dashboards your team will live in — from daily sales pipeline to agency-wide performance, all in one place.
Want a personalized tour? Book a live demo →
Everything your agency runs on, in one calm workspace
No more bouncing between five tools and a dozen spreadsheets. Agency Compass connects the whole book of business — and the people who manage it.
Interactive dashboards
Executive, manager, and producer views — real-time visibility into premium, retention, and pipeline the moment you log in.
Client & policy management
Every client, policy, document, and note in one record. Renewals, claims, and updates handled without the chase.
Lead & quotation
Capture, track, and convert. Generate accurate quotes in seconds.
Commission tracking
Automated, transparent calculations and reconciliation — agency and producer.
ACORD forms & reports
Generate ACORD forms and export-ready reports without leaving the system.
Seamless integration with industry-leading raters
Native rater integration enables producers to seamlessly transfer quoting data from our platform to third party raters, allowing quotes to be generated quickly and efficiently without duplicate data entry.
- Compare carrier rates side by side
- Bind and convert prospects into clients in one flow
Up and running in days, not months
We make switching easy by handling the migration of your existing data, performing quality assurance checks throughout the process, and providing free training to ensure your team is fully prepared from day one.
We migrate your data
Our implementation team manages the transfer of clients, policies, and historical data from your existing system to help ensure a smooth and accurate transition.
We train your team
Free onboarding and training in English and Spanish. Most teams are comfortable on day one.
You start writing
Quote, bind, renew, and report from a single screen. Support is a message away whenever you need it.
Powered by AWS.
Secure by default.
Your agency runs on the same cloud infrastructure trusted by the world's largest companies — engineered for reliability, security, performance, and protection from day one.
Target uptime
+ ISO 27001 · AWS infrastructure
Reliability & uptime
- High availability — hosted across multiple global data centers, engineered to minimize downtime.
- Scalability — a cloud-native solution that scales resources on demand for optimal performance.
Security
- Advanced protection — AWS hosting provides data encryption, firewalls, and compliance certifications (ISO 27001, SOC 2, and more).
Performance
- Fast & reliable — a global delivery network and high-speed infrastructure for an enhanced user experience.
- Optimized — services tuned to reduce latency and improve application speed.
Data protection
- Backup & restore — automatic data backup and replication for quick recovery.
- Disaster recovery — automated backup and failover architected for 99.99%+ target uptime.
Don't take our word for it
"Incredibly user-friendly — it made our daily tasks much smoother. The customer service is outstanding, and the transition was smooth and well-organized from start to finish."
"This system is sleek and modern! Very efficient and quite affordable. I highly recommend it to any agency looking to level up."
"Transitioning to Agency Compass has been a game-changer. The migration was smooth, the team picked it up fast, and support is always prompt and knowledgeable."
Good to know
Most agencies are fully migrated within five business days. Our team handles the transfer of your clients, policies, and history from any management system, validating the data at every step. The completeness of a migration depends on what your existing system is able to export, so we work meticulously to preserve everything we receive and flag anything that needs a closer look before you go live.
Yes. Onboarding and training are free, and our support team responds promptly in both English and Spanish. Most teams are comfortable in the system on day one.
Agency Compass integrates natively with Turbo Rater for real-time carrier rates, Office 365 for email, and Twilio for SMS — keeping quoting and communication inside one system.
Absolutely. We're hosted on AWS with strong encryption, automatic backups, and two-factor authentication, running on infrastructure that maintains certifications including ISO 27001 and SOC 2 — and architected for 99.99% target uptime.
Pricing is per license and scales with your agency. Reach out for a tailored quote — see pricing for details.
Ready to give your agency a faster compass?
Start a free trial or book a personalized demo. We'll handle the migration — you focus on writing business.