AgentsFarm logo

AgentsFarm

by Openfarm · Since 2020
No reviews yet
Active1+ countriesCloud
Quick facts
VendorOpenfarm
Year launched2020
StatusActive
LocationPlaza EGUILAZ 8Bis, 2-2, 08017 Barcelona
Countries served1+
Languages2
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About AgentsFarm

AgentsFarm is an excellent digital-first AMS for independent agents and small-to-medium brokerages looking to escape the "paper and spreadsheet" trap.

AgentsFarm is an excellent digital-first AMS for independent agents and small-to-medium brokerages looking to escape the "paper and spreadsheet" trap. Its strength lies in its simplicity and agility—it doesn't try to be everything for every industry, but instead provides a highly focused, cloud-based workspace specifically for insurance professionals. For an agency in Spain or LATAM wanting to modernize their image and automate commissions in a single day, AgentsFarm is one of the most cost-effective and user-friendly choices available.

Pros & Cons

Pros
  • The 24-hour setup time is significantly faster than typical enterprise software deployments.
  • If already using OpenFarm for time tracking or expenses, AgentsFarm integrates seamlessly.
Cons
  • Many features are highly optimized for the Spanish regulatory environment.
  • Much of the deep documentation and blog resources are primarily in Spanish.

Features

Key features

Fast Implementation

Boasts a "startup" time of just 24 hours, including initial setup and activation.

Commission Tracking

Automated calculation and tracking of earnings for internal staff and external collaborators/assistants.

Claims Handling

End-to-end management of claims from initiation to resolution, including document attachments.

CRM for Insurance

Tailored lead management, customer segmentation, and interaction tracking specifically for insurance sales.

Complete Portfolio Management

A centralized hub to manage an unlimited number of policies, renewals, and customer data.

Additional features

Renewals Management

Automated alerts and tracking for upcoming policy expirations.

Data Migration

Professional migration services to move data from Excel or older legacy programs.

Cloud Accessibility

Full mobile and tablet compatibility for agents working in the field.

Custom Domain/Branding

High-tier plans allow for a personalized domain and corporate imagery.

External Collaborator Portal

Specialized access for external assistants and commission-based partners.

Reporting & Analytics

Tools to generate visual charts and performance reports (KPIs).

Document Management

Centralized repository for policy PDFs, contracts, and ID scans.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
2
Interface languages
1
Billing currencies

Available in

Spain

Interface languages

EnglishSpanish

Billing currencies

🇪🇺EUR

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