Agency MVP

Agency MVP is an insurance lead management system that helps Property & Casualty agents prioritize leads and automate follow-ups. It uses proprietary algorithms to rank leads and integrates with top rating systems and internet lead providers.

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At a glance

Pricing

Paid · Freemium

Free tier

Yes

API

Skill level

Non-technical

About

What is Agency MVP?

Agency MVP is a smart lead management system designed specifically for Property & Casualty insurance agents. It leverages proprietary data algorithms and machine learning to rank leads based on their value and likelihood to close, helping agents focus on the most promising prospects. The platform offers robust automation features, including smart email and text workflows, to ensure timely follow-ups. It integrates seamlessly with popular rating systems like PL Rater and internet lead providers such as EverQuote and QuoteWizard, streamlining data import and quoting processes. Agency MVP aims to increase premium sales by providing agents with a competitive advantage through intelligent lead prioritization and automated engagement.

Best used for

Ideal for Property & Casualty insurance agents who need to efficiently manage a growing pipeline of leads, prioritize prospects based on value, and automate communication workflows. Especially valuable for agents looking to increase close rates and scale their agency operations.

Common actions

manage leads

prioritize prospects

automate follow-ups

integrate data

Capabilities

Key features

Lead prioritization
Email automation
Text automation
Lead integrations
CSV import
Quoting capabilities
Data algorithms

Target Audience

sales rep

Integrations

everquotequotewizardpl-raterzapierezlynxturborater

Pricing & Plans

Paid · Freemium

Not publicly disclosed. Check agencymvp.com for current pricing.

FAQs

What kind of insurance agents is Agency MVP designed for?

Agency MVP is specifically built for Property & Casualty agents, including both captive and independent agents. It caters to a range of agency sizes, from solo producers to larger teams with multiple staff members, helping them manage leads and sell more premium.

How does Agency MVP prioritize leads?

The system uses proprietary algorithms and machine learning to rank prospects based on over 30 insurance-specific data points. These include potential premium, lines of business, commission potential, and competitiveness, helping identify the most valuable leads and optimal contact times.

Is Agency MVP a CRM system?

While Agency MVP includes some CRM-like features such as contact records and file storage, its primary focus is on the sales pipeline, lead management, and cross-sell opportunities. It is designed to complement existing CRM or agency management systems, not replace them.

What is the pricing for Agency MVP?

Agency MVP offers a monthly plan at $269/month and an annual plan at $242/month (billed annually), both including full access for up to 5 users. A 14-day free trial is available, and custom pricing can be arranged for agencies with more than 5 users.

Does Agency MVP integrate with other systems?

Yes, Agency MVP integrates with several top lead providers like EverQuote and QuoteWizard, and rating systems such as EZLynx, Turborater, and PL Rater. It also supports data imports via CSV and Zapier for broader connectivity.

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Marketing & Growth › Lead Generation Marketing & Growth › Sales Outreach

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