What is AgentFront?
AgentFront is an all-in-one CRM and communication platform designed specifically for insurance professionals. It streamlines lead management, client communication, campaign execution, compliance, and more.
Who is AgentFront designed for?
AgentFront is built for health and life insurance agents, brokers, agencies, and sales teams looking to improve efficiency, compliance, and client engagement.
Is AgentFront cloud-based?
Yes, AgentFront is fully cloud-based and hosted on Amazon Web Services (AWS) for maximum security, scalability, and uptime.
Can I use AgentFront on mobile devices?
Yes, AgentFront is accessible via web browsers on desktops, tablets, and smartphones.
Does AgentFront integrate with other CRMs or tools?
Yes, AgentFront integrates with popular CRMs, email platforms, and lead providers. Custom integrations are also available.
Lead & Contact Management
How can I import leads into AgentFront?
You can manually enter leads, import CSV files, or automatically capture leads from emails, web forms, and third-party sources.
Can I track where my leads come from?
Yes, AgentFront allows you to tag and organize leads by source, campaign, or referral channel.
Does AgentFront support real-time lead capture?
Absolutely. Leads can be captured in real time from phone calls, forms, and integrated platforms.
Predictive Lead Scoring
What is predictive lead scoring?
It’s an AI-powered feature that ranks leads based on their likelihood to convert, helping you prioritize your outreach.
Can I customize the lead scoring model?
Yes, you can tailor scoring criteria to match your business goals and customer profiles.
How often are lead scores updated?
Lead scores are updated in real time as new data and interactions are recorded.
Campaign Management & EPBX
What channels can I use for campaigns?
You can run campaigns via voice calls, SMS, email, and in-app messaging—all from one dashboard.
What is EPBX and how does it help?
EPBX (Electronic Private Branch Exchange) is an integrated telephony system that supports auto-dialing, IVR, call routing, voicemail drops, and more.
Can I automate follow-ups in campaigns?
Yes, you can create automated workflows and follow-up sequences based on lead behavior or campaign triggers.
Product Comparisons & Quotes
Can I compare multiple insurance plans side by side?
Yes, AgentFront allows instant side-by-side comparisons of plans based on coverage, premiums, and other criteria.
Are quotes generated in real time?
Yes, quotes are pulled from integrated carrier data and updated in real time.
Can I send quotes directly to clients?
Yes, you can send branded quote summaries via email or SMS directly from the platform.
Pipeline & Sales Management
How does AgentFront help manage my sales pipeline?
You can organize leads and deals into customizable folders and stages, track progress, and automate tasks.
Can I track agent performance?
Yes, the dashboard includes performance metrics, KPIs, and activity tracking for individuals and teams.
Does AgentFront support task scheduling?
Yes, you can schedule calls, emails, meetings, and follow-ups with built-in calendar tools.
Communication & Follow-Ups
What communication channels are supported?
AgentFront supports email, SMS, voice, chat, and social messaging—all in one unified inbox.
Can I automate client follow-ups?
Yes, follow-ups can be triggered automatically based on client behavior, campaign activity, or custom rules.
Does AgentFront support AI-powered replies?
Yes, AI suggestions and auto-replies help reduce response time and improve engagement.
Training & Support
Is training available for new users?
Yes, AgentFront includes interactive training modules and onboarding paths for different roles
What is the virtual assistant feature?
It’s an in-platform guide that offers real-time help, tips, and automation for common tasks.
Is customer support available?
Yes, AgentFront offers live chat, email support, and a knowledge base for all users.
Security & Compliance
Is AgentFront HIPAA compliant?
Yes, AgentFront is built to support HIPAA, GDPR, SOC 2, and other regulatory standards.
How is my data protected?
Data is encrypted in transit and at rest, with multi-factor authentication, IP whitelisting, and regular backups.
Can I track compliance activity?
Yes, AgentFront provides audit trails, call recordings, and documentation logs for compliance reviews.
Pricing & Access
How can I get started with AgentFront?
You can request a demo or sign up for a free trial through our website. Custom pricing is available based on your team size and needs.
Advanced Usage & Customization
Can I customize the AgentFront dashboard?
Yes, the dashboard is fully customizable with drag-and-drop widgets, allowing you to display the metrics and tools most relevant to your role.
Does AgentFront support role-based access control?
Absolutely. You can assign different permissions and access levels based on user roles such as agents, managers, or admins.
Can I create custom workflows?
Yes, AgentFront allows you to build automated workflows for follow-ups, renewals, onboarding, and more using smart triggers and conditions.
Is there a limit to how many users or leads I can manage?
No hard limits—AgentFront is built to scale with your business, whether you're a solo agent or a large agency.
Reporting & Analytics
What types of reports can I generate?
You can generate reports on lead performance, campaign ROI, agent productivity, client engagement, and compliance activity.
Can I export data and reports?
Yes, all reports and dashboards can be exported in formats like CSV or PDF for sharing or offline analysis.
Security & Data Management
How often is data backed up?
Data is backed up regularly with encrypted, geographically redundant storage to ensure recoverability in any scenario.
What happens if I forget my password?
You can reset your password securely through the login page. AgentFront also supports two-factor authentication for added security.
Billing & Support
Is there a free trial available?
Yes, AgentFront offers a free trial so you can explore the platform’s features before committing to a subscription.
How do I contact support if I need help?
You can reach our support team via live chat, email, or through the in-app help center. We also offer onboarding assistance and dedicated account managers for enterprise clients.
