Question 1

Is there a free trial?

Accepted Answer

Agency Edge is in private beta, and offices join by invite. One price for the whole agency, every feature and every team member included — see [Pricing](/#pricing) on the home page. Final pricing is set before public launch.

Question 2

How much does Agency Edge cost?

Accepted Answer

One price for the whole agency, every feature and every team member included — see [Pricing](/#pricing) on the home page. Agency Edge doesn't charge per team member.

Question 3

Can I change my plan later?

Accepted Answer

There is one plan, so there is nothing to move between. The price covers the whole agency however many team members you have, so it stays the same as your team grows or shrinks.

Question 4

How long does onboarding take?

Accepted Answer

The first screen of the setup wizard says to allow about ten minutes. Only its first step is required: your name, the office name, your state and time zone. Every step after it can be skipped and finished later from Settings or Data, including your sales report, your people, commission plans and goals. Your progress is saved as you go, and Home shows a checklist of the steps you skipped.

Question 5

Do I need to move my existing data over?

Accepted Answer

No. Agency Edge is not a CRM or an agency management system, and the only client detail it holds is what a sale records, so there are no client or policy records to move. What it needs is your sales: upload the sales report from your management system as an .xls, .xlsx or .csv file, or record sales by hand. Files covering several years can be uploaded together.

Question 6

What happens after I sign up?

Accepted Answer

Creating an account for your own office takes you into the setup wizard. Only its first step, naming your office, is required. The rest cover your sales report, your people and their access, how you pay, commission plans, leads and goals, and each can be skipped and finished later. We build the commission plans you describe and email them to you to approve. The last screen offers a two-minute tour or Home.

Question 7

Where does my data live and who can see it?

Accepted Answer

Your data is stored in our database, where each office's records are kept apart from every other office's. Inside your office the owner sees everything, and each team member sees what their Basic or Custom access allows. Other offices can see your office's name and totals on the national and state leaderboards, and your people's names only if the owner shares them; the owner can turn leaderboards off in Settings.

Question 8

Can I export my data?

Accepted Answer

Yes. The owner can download everything in the office as a ZIP of spreadsheets: open Settings, then Advanced, then Delete data, and press Download my data. On the Sales Log, Export saves the rows you have filtered as an .xlsx file. Snapshot saves a Sales or Leads tab as a PDF, and Pay Team has Download Summary PDF for each pay run.

Question 9

Does Agency Edge integrate with my AMS or carrier portals?

Accepted Answer

No. Agency Edge does not connect to an AMS, a carrier portal or any other system to bring your data in. Data gets in two ways: you upload a spreadsheet, such as the sales report from your management system or a lead vendor's file, as an .xls, .xlsx or .csv file, or you record a sale by hand with Record a Sale. Your column mapping is remembered for the next file.

Question 10

How many seats do I get?

Accepted Answer

As many as you have. Every team member is included in the one price, and Agency Edge doesn't charge per team member. Add each person in Settings, on the Team Members tab. Someone needs a login only if they are going to sign in; their sales count once the name in your sales file is matched to them, whether or not they ever do.

Question 11

Can producers see each other's numbers?

Accepted Answer

By default they see each other's sales but not each other's pay. Every new login starts on Basic access, which shows the whole office's numbers on Home and Sales and only the person's own pay on Payouts. To change that, the owner moves someone to Custom access and sets each page that shows people's numbers to Just them, Specific members or Everyone.

Question 12

What can an admin do that a producer can't?

Accepted Answer

Each office has one owner, and everyone else is a team member on Basic or Custom access. The owner sees everything, and keeps what no team member can be given: Pay Team, the Activities and Emails & Vera tabs in Settings, Download my data and Delete data. Basic is a fixed set of pages with only the person's own pay; Custom is whatever pages and data the owner ticks.

Question 13

How do I contact support?

Accepted Answer

Open Help & Feedback in the app's sidebar; everyone in the office has it. Press Report a Bug, Request a Feature or Contact Support, write the details and press Submit. The page says "We typically respond within 24 hours", and we reply to the email address on the form. The same form is at the bottom of this page, and you can also write to hello@agencyedge.app.

Question 14

What happens if I cancel?

Accepted Answer

If you leave, the app offers three things today. The owner can download everything as a ZIP of spreadsheets with Download my data, under Settings, Advanced, Delete data. On the same screen, Delete data removes the office's data, or the data and your login with it, and cannot be undone. Or ask us to close the account: open Help & Feedback, press Contact Support and choose Account / Data Deletion.

Question 15

Is Agency Edge built for small agencies or big ones?

Accepted Answer

Both. You add as many team members as you have, each with their own access, goals and commission plan, and Agency Edge doesn't charge per team member, so a small team and a large one use the same product. An owner with more than one office uses one login and switches between them from the menu in the top right; each office keeps its own numbers, team and pay.

Agency Edge documentation

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Getting Started

Sales & Production

Payouts & commissions

Internet Leads & ROI

Activity Log & Goals

Team & leaderboards

Running the office

Settings & Account

Concepts & Glossary

Compare Agency Edge

Frequently asked questions

Pricing & plans

Getting started

Your data

Team & access

Support & trust

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