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.

Start your 30-day free trial See the product
No credit card to start · Set up in an afternoon
The Acumenly dashboard: premium, items and points this month, agency production by day, and the Top Producers board

From the morning list to the paycheck.

Who gets called, what gets asked, who gets credit, what it pays. Every producer, every day, one login.

Built for P&C agencies Everything included, no modules One price per producer
Retention Workspace · Service

All your tasks in one place for maximum efficiency.

Pending cancels, payment follow-ups and callbacks, in the order they are due.
Retention Workspace walkthrough: the snapshot, a producer's workspace, a contact worked, a payment logged
Sales Workspace · Producers

Every lead routed and ready to work.

Transfers, web leads and aged lists land on your desk with their history.
app.acumenly.com/leads
Sales Workspace walkthrough: the grid, a producer's console, a lead worked, Quoted logged
  1. 1The gridEvery lead, where it stands, who has it.
  2. 2The consoleToday's calls first.
  3. 3The leadHousehold, drivers, vehicles, history.
  4. 4QuotedOne key, the green check.
TM Workspace · Telemarketers

Dial from your phone system. The lead keeps up.

Four digits open the lead. One key logs the call. Transfer hands it off with credit.
Dialingyour dialer
(951) 805-4797
Type the last four while it rings. The lead is open before they pick up.
TaylorHi Dana, this is Taylor with Pacific Coast Insurance. You asked online for an auto quote on two cars?
DanaYes, that was me.
TaylorPerfect. Kai can quote both cars right now. Let me bring him on.
Transferring to Kai Kessler…
Transferred. Credit to Taylor.
Not a dialer. It works in step with the phone system you have.
TM Workspace walkthrough: the last four digits typed, the lead opens, Contacted logged, Transfer to a producer
Vendor Management · Owners

Know exactly what your lead money buys.

Drop the statement. Cost per item, trend and funnel update as it saves.
Vendor Management, Performance: spend, leads, close rate, cost per item and the acquisition funnel A vendor drilled in: drop the statement, the running cost per item and every statement filed Funnel and cost by traffic tier and by source Who they send: line requested, prior carrier, what arrives filled in, household profile, when they arrive
My Pay · Everyone

Watch your paycheck grow while you work.

Base pay ticks by the minute. Commission lands the day it is approved.
$ Next paycheck · in flightClocked in
PREVIEW
Acumenly · Earnings StatementPacific Coast Insurance
DATE 10/7/2026
No. OCT01-2026
Pay to the
order of
Rowan Ainsworth
$1,023.45
One thousand twenty-three and 45/100Dollars
Memo
19.3 hrs this period + Sep commission $512
Pacific Coast Insurance
Authorizing agency
⑆ ACUMENLY ⑆   1007 2026   ⑈ EARNINGS PREVIEW ⑈NOT NEGOTIABLE
Base pay 19.3 hrs$511.45
September commission · approved lands on this paycheck$512.00
View full breakdown →
Ticks while you workThe amount moves with the clock.
Commission lands on itOn the check it will be paid on.
Hours and time offTimesheet, balances, every pay line.
Closes itselfApprove, lock, done. No spreadsheet.

Replace five tools with one.

Most agencies pay for four or five separate tools. Acumenly is one login that does all of it.

Sales pipeline & scoreboard tools
AgencyZoom, Spinify, SalesScreen
Production log, races, leaderboards
Book-touch marketing tools
Levitate, Agency Revolution
Book mining with Outlook cadences
Referral trackers
Rocket Referrals, or the group text
Two-sided referral pipeline
The commission spreadsheet
Excel, three evenings a month
Live comp engine
Goal & scorecard trackers
A whiteboard nobody updates
Goals wired into pay
Data-entry hours
Producers typing at 6 PM
Upload the app, entry types itself
The Founding Member deal

Get in early. Stay in cheap. Forever.

Founding agencies sign at the founding rate and keep it for life. Not at renewal. Not when we add features. Not ever.

Founding spots are limited.
Claim a founding spot
Your rate is locked for life
It never goes up. Ever.
Everything included
One plan. Every feature, every producer, every future release.
30 days free
The whole platform, no credit card.