HarborIQ Agency
Your AMS, your CRM, and your carrier tools. One login.
The whole agency runs here, all day. $199/mo solo, $399/mo for 2 to 5 people, $599/mo for 6 to 15. Same product at every price. Nothing is withheld, you just pay for your size.
Annual prepay: a month free, and the book import free. One month's fee for the import on monthly. Never a fee per person.
The stack, collapsed.
Clients and policies
One record per client: policies, documents, claims, payments, and communications, with encrypted, audited storage for sensitive data.
Pipeline
Every prospect from first inquiry to bound, including the one who said call me in six months. Your AMS forgets them. This does not.
Renewals
Surfaced 60 days early with escalation, re-quote flags, and price-change tracking. Retention is where independent agencies win or bleed.
Payday
Commissions with splits, per-producer statements, and payout tracking. Producers stop asking where their money is.
Reports
Book of business, production ranking, retention, and an executive view. Numbers you can actually run the agency from.
Everything in Markets
Carrier Ask with cited answers, Carrier News, the login vault, the self-building knowledge base, team chat, and license and CE tracking, included.
The switch
The import is the upgrade, not a project.
Our wizard reads CSV and PDF exports from your current system, deduplicates, matches carrier names, and stages anything it cannot place for your review instead of guessing. Onboarding is measured in days. One incumbent quoted an agency 3 to 4 months and $25,000; we think that says everything about whose software the migration serves.
Not ready to move the book? Start with Markets at $199/mo. It runs alongside your current AMS, and the upgrade to Agency is one import, whenever you say so.
Start today. Move the book when you're ready.
Markets is $199/mo at any size, live the same day. Agency runs the whole operation at $199 solo, $399 for 2 to 5, and $599 for 6 to 15. Published, month to month, never per person.
Annual prepay: a month free, and the book import free. One month's fee for the import on monthly. See pricing.