Your agency runs on sticky notes and memory. Give it an operating system.
Book mining, referrals, live pay, and a scoreboard your team actually checks. One system that runs the agency’s day.
No credit card to start · Set up in an afternoon
Book mining, referrals, live pay, and a scoreboard your team actually checks. One system that runs the agency’s day.
Who gets called, what gets asked, who gets credit, what it pays. Every producer, every day, one login.
Send a referral and see what happens after the handoff. Scorecards show which partners convert, and stale alerts fire before a lead goes cold.
Set up your comp plan once, however exotic. This morning’s bind moves this afternoon’s number.
Web leads, TM leads, aged lists. They all flow into one desk, route to a producer in seconds, and carry their history from first call to bound policy.
Every seat gets all of it. Same login, same price.
Most agencies pay for four or five separate tools. Acumenly is one login that does all of it.
Founding agencies sign at the founding rate and keep it for life. Not at renewal. Not when we add features. Not ever.