A Complete, Smart Lead Management System

P&C Agents: Gain a Competitive Advantage &

Close 57% More Premium with Agency MVP

Questions? Schedule a demo here

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 Key Features

Automation

Texting

Lead Integrations

CSV Import

Works With

 Prioritize Your Leads

Agency MVP uses proprietary data algorithms to rank which leads are most valuable and most likely to close

What You Get With Agency MVP

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Lead Prioritization


Find the leads that are most likely to close based on valuable data.


Agency MVP uses proprietary, insurance-specific algorithms to help you turn your most valuable prospects into customers. The more data you add to Agency MVP the smarter it becomes, growing more powerful from every lead and quote you put into it.

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Smart Automation


Powerful text and email workflows to follow up with prospects quickly.


Fast, flexible quoting capabilities. Deliver follow up messages to your prospects at the right time via text or email. Track contact and conversion rates instantly.

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Data Integrations


Easily connect to the systems you already use to manage your agency.


Save time and money by directly integrating the leads you purchase from top providers like EverQuote and QuoteWizard. Auto-populate information and quote directly in MVP with PL Rater and Zapier integrations.

 

FEATURED WEBINAR:

Put Your Agency on Autopilot with Workflows

Learn how to automate your texts & emails so your producers can spend less time chasing bad leads and more time closing deals.

Agent Success Stories

Bo Ward

MVP is absolutely my agency’s secret weapon!  Using MVP, I was able to scale my agency to over $800,000 in personal lines premium sold annually.  I focused my producers on the prospects that were most likely to close, and we tripled our contact rates on Internet leads. The automatic workflows allow us to quote faster and close more deals, and everything works alongside APEX (Farmers CMS). I highly recommend MVP for anyone who’s ready to take their agency to the next level.

 

GET THE GUIDE:

How to close more internet leads

Learn the 7 Secrets Top Agents Use to Make Internet Leads Work for Them

 

 Pricing

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$249/month

Free 14-Day Trial

Full access to Agency MVP

Up to 10 Users

Unlimited data storage 

Free onboarding & training

Customer & Lead Imports (CSV or Zapier)

Internet lead integration

EZLynx Integration (100 quotes)*

Turborater Integration (unlimited)

PL Rater Integration (unlimited)

Access to MVP University

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$198/month

Save 20% Annually

Full access to Agency MVP

Up to 10 Users

Unlimited data storage

Free onboarding & training

Customer & Lead Imports (CSV or Zapier)

Internet Lead Integration

EZLynx Integration (100 quotes)*

Turborater Integration (unlimited)

PL Rater Integration (unlimited)

Access to MVP University

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Custom Pricing

Have more than 10 users?

Our sales team can put together
a plan that’s right for you

*Up to 100 EZLynx quotes per month are included in monthly and annual MVP plans.

Frequently Asked Questions

+ What is Agency MVP?

Agency MVP is the first smart sales & lead management system built by agents, for agents. MVP identifies which prospects are most valuable and most likely to close by analyzing key insurance-specific data points.

+ Who is it for?

Agency MVP is for Property & Casualty agents looking to scale up and sell more premium. MVP customers range from single agents and solo producers to 10+ staff members across multiple departments (with features for agents/owners, producers, marketers, and CSRs). We are open to all carriers and have thousands of agents, both captive and independent, utilizing Agency MVP daily to manage more leads and sell more premium.

+ What does Agency MVP do?

Agency MVP uses proprietary algorithms and machine learning to rank households based on a variety of data points that determine a prospect’s value, including: premium, lines of business, commission potential, and competitiveness just to name a few. In addition, MVP’s algorithms analyze over 30 factors including claims falling-off, competitor rate changes, and renewal dates. MVP analyzes household members to tell you the right time to contact each prospect for a quote. When high value ranking and optimal timing are combined, the MVP’s (most valuable prospects) rise to the top and give you an incredible selling advantage over the competition.

+ Why do I need a smart system anyway?

On average, it takes over 12 follow up calls to get a quote. As you add more leads to your pipeline from various sources: telemarketing, referrals, internet leads, direct mail, and more... you have more follow ups to do. We call this problem the “Law of Diminishing Returns.” As your agency grows, your leads list gets larger and more out of control. To keep track of this ever-increasing volume of prospects, you need a smart system like Agency MVP to sort out the promising leads from the ones that are currently less valuable.

+ Is Agency MVP a CRM System?

Agency MVP is a lead management system. While it does have some features of a CRM tool (contact records, call notes, file storage, etc.), it is focused on the sales pipeline (leads, prospects, and cross-sell opportunities). CRM systems tend to be focused on existing customer relationships. The customer data in MVP is used to surface new opportunities to cross-sell and upsell prospective households. Many MVP customers use the system alongside their own CRM or agency management system.

+ Is Agency MVP a sales pipeline?

Agency MVP is much more than a sales pipeline. It is a fully-automated, smart lead management system built exclusively for insurance agents. Some other tools on the market are just “boards” where you manually drag prospects from one stage to the next. Or, they’re CMS systems which are not built specifically for insurance agents or focused on sales and lead management. Unlike these tools, Agency MVP prioritizes your prospects based on over 30 critical insurance-specific data-points. So, instead of having a bunch of random leads lists, you get a ranked call sheet with your prospects in order of value and likelihood to close. Workflows and follow-ups are automatically triggered based on your data.

+ Is it easy to implement?

We know that moving systems and changing workflows can take some effort, so we aim to make it as easy as possible for you to get up and running on MVP quickly. We offer complementary training, onboarding calls, and coaching sessions to get your team members set up, import your data, and set up integrations. We train your entire team and help set up basic workflows within the first few days. The agents who get the most value out of MVP invest in learning the system and fine-tuning their workflows over time to get maximum results.

+ How do I get my data into MVP?

We offer direct integrations with several top lead providers and rating systems to get your data in and out of MVP as quickly as possible. We allow imports via .csv, Zapier, and other methods. You own all of the data you put into MVP (and can export it at any time).

+ Is this only for internet leads?

Actually, only half of Agency MVP’s customers buy internet leads. Many use it to prioritize leads from other sources like telemarketing, referrals, direct mail, and social media. Agency MVP is a great tool for any agent with a growing pipeline of leads and multiple follow-ups. Per the “law of diminishing returns,” the more leads you have, the more you need a smart system to manage everything.

+ How much does Agency MVP cost?

We currently offer two primary plans: 1) Monthly for $249/mo and 2) Annual for $198/mo (billed in a single transaction). Each includes full access to Agency MVP, unlimited users, and complementary personal onboarding and training. If you are a solo-agent or a startup, we also offer single-user licenses for a reduced fee. Some carriers also offer cost share dollars to subsidize your investment in MVP. Make sure to ask your MVP sales representative (or your carrier) if you qualify for cost-share for MVP.

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