Every lapsed renewal, every un-worked coverage gap, every quote request that died in an inbox — that is commission you already earned and quietly lost. Agila Management Systems closes those gaps.
No signup, no card — the demo opens instantly with sample data.
An independent agency does not fail loudly — it leaks quietly. Here is where, and what Agila does about each one.
A spreadsheet for renewals, carrier portals for policies, your inbox for documents, sticky notes for follow-ups. Nobody — including you — can see the whole picture.
With Agila
One record per household: every policy, document, claim, note and touchpoint on a single screen.
Nothing tells you a policy lapses in nine days. You catch it when the customer calls angry — or when they have already been written by someone else.
With Agila
Automated 90/60/30/7-day renewal alerts, surfaced the moment you log in, so retention stops depending on memory.
Premium under management, commission by carrier, what each agent produced this quarter — answering that means a night of spreadsheet math.
With Agila
Live premium and commission totals by policy, carrier and agent. Your book value, always current.
The auto-only client who owns a home is your easiest sale — and the one you never get around to spotting.
With Agila
The cross-sell engine flags coverage gaps household by household and hands you the pitch.
A quote request arrives as an email, gets buried under forty others, and by the time anyone answers the prospect has already bought.
With Agila
Quote requests land straight in the CRM as triaged records with an estimate range — no re-keying, no lost leads.
Not eight tools stitched together. Everything below shares the same client record.
Households, policies, documents, claims and history in one record.
Auto, home, renters, life, business and umbrella with carriers and coverage.
Tiered reminders so nothing lapses without you knowing first.
Premium and commission by policy, carrier and producing agent.
Coverage-gap detection with a ready-to-send pitch per household.
Website submissions arrive triaged, estimated and assignable.
Deals, tasks and reporting that show where revenue comes from.
Policy docs attached to the client, follow-ups assigned to the team.
Retention and cross-sell are not growth hacks — they are the compounding parts of a book.
Day 1
Import clients and policies and see premium under management for the first time.
Week 2
Every expiring policy is queued with a reminder before it becomes a save-or-lose call.
Day 90
Cross-sell opportunities worked systematically instead of whenever someone remembers.
Comparable agency systems start north of $300/month. Agila does the core work for less, because it was built to run one agency well before it was sold to others.
The independent agent running their own book
$79/month
or $790/year — 2 months free
All plans include the quote request inbox and automated renewals. Data migration available as a one-time service on Solo and Agency.
Agila started as the system we needed to run our own agency. We were the ones losing renewals to a spreadsheet, re-typing quote requests at 9pm, guessing what the book was worth. Nothing on the market fit an independent shop — the good systems were priced for carriers, and the affordable ones were not built for insurance at all.
So we built it. Every screen exists because a real agency needed it on a real Tuesday. Now it is yours too.
An independent agency should not lose business to bad software.
Tell us a little about your agency and we'll walk you through Agila on a live call — or get you set up with a founding seat if you already know what you want.