Built for insurance agents and agencies

More follow-up. More policies. One operating system.

JB AgencyOS brings your leads, conversations, scheduling, automation, reputation, and client management into one focused platform—so opportunities stop slipping through the cracks.

View plans →Request a demo

Simple onboarding • Branded workspace • Cancel according to your plan terms

Your agency command center● Ready
⚡
Automated lead follow-upRespond quickly across the customer journey
✓
💬
Unified conversationsKeep calls, texts, and email organized
✓
📅
Scheduling and pipelinesMove every prospect toward the next step
✓
📈
Clear performance visibilityKnow what is working and what needs attention
✓
✓CRM and pipelines
✓Automated workflows
✓Calendars and messaging
✓Reputation tools
Built to keep business moving

Everything your agency needs to respond, nurture, and grow

Replace scattered tools with a single system your team can understand and use every day.

◎

Lead management

Capture leads, organize opportunities, and give every prospect a clear next step.

↗

Fast follow-up

Use workflows and templates to keep outreach consistent without adding busywork.

▦

Easy scheduling

Let prospects book appointments while your calendars stay organized and current.

✦

AI-powered tools

Use available AI features to support conversations, content, and routine processes.

★

Reputation growth

Request and manage reviews so a strong client experience becomes visible online.

⌁

One clear workspace

Keep contacts, messages, calendars, automations, and reporting in one branded portal.

Straightforward pricing

Choose the operating system that fits your growth

Start with the level that matches your business today, then scale when your agency is ready.

Agent Launch

For solo insurance professionals

$197/month

$1,970 annually

  • Branded CRM workspace
  • Lead and pipeline management
  • Calendars and conversations
  • Core automation tools
  • Insurance-agency launch setup
Request Agent Launch
Most popular

Agency Growth

For growing teams and agencies

$297/month

$2,970 annually

  • Everything in Agent Launch
  • Expanded team workflows
  • Scalable lead follow-up
  • Advanced growth tooling
  • Agency-focused onboarding
Request Agency Growth

Agency Scale

For high-volume insurance agencies

$497/month

$4,970 annually

  • Everything in Agency Growth
  • Scale-ready operations
  • High-volume automation support
  • Broader platform capabilities
  • Priority launch planning
Request Agency Scale
A clean launch path

Get organized without rebuilding your business

STEP 01

Choose your plan

Select the package that fits your current team and operating needs.

STEP 02

Set up your workspace

Configure your brand, users, calendars, pipelines, and essential automations.

STEP 03

Launch and improve

Bring your leads into one system, measure activity, and strengthen follow-up over time.

Ready to run your agency from one place?

Tell us which plan you are considering and we will help you map the cleanest path into JB AgencyOS.

Request your demo →
JBJB AgencyOS
FeaturesPricingPrivacyTermsClient login

JB AgencyOS provides business software and related services. It is not an insurance carrier, insurance agency, or source of legal, tax, or compliance advice. Features, third-party services, usage charges, and availability may vary by plan.

Privacy Policy

Effective October 7, 2026. JB AgencyOS respects your privacy. This policy explains how we collect, use, and protect information when you visit our website, request information, or use our services.

Information we collect

We may collect contact and account details, communications, billing and transaction information, technical and usage data, and information submitted through forms or integrations. Customers may also upload business and customer data to the platform.

How we use information

We use information to provide and secure the service, create and manage accounts, process payments, communicate with users, improve features, prevent abuse, meet legal obligations, and support legitimate business operations.

Service providers and disclosures

We may share information with hosting, communications, payment, analytics, security, support, and other service providers that help operate the platform. We may also disclose information when required by law, to protect rights and safety, or as part of a business transaction. We do not sell personal information for money.

Customer responsibilities

Customers control the data they place in their accounts and are responsible for lawful collection, appropriate notices and consent, messaging compliance, retention, and responding to their own customers' privacy requests.

Retention, security, and choices

We retain information as reasonably necessary for service delivery, legal compliance, dispute resolution, and security. We use reasonable safeguards, but no system is completely secure. Depending on applicable law, individuals may request access, correction, or deletion by contacting us.

Contact

Email [email protected] or write to JB AgencyOS, 312 Prospect Farm Ln, Jonesboro, Arkansas 72405. This policy may be updated, with the effective date revised when changes are material.

Terms & Conditions

Effective October 7, 2026. These terms govern access to JB AgencyOS. By creating an account, purchasing a plan, or using the service, you agree to them.

Accounts and acceptable use

You must provide accurate information, protect login credentials, and remain responsible for account activity. You may not use the service unlawfully, send messages without required consent, infringe rights, introduce malicious code, attempt unauthorized access, or interfere with the platform.

Subscriptions, usage, and cancellation

Subscription fees are billed in advance at the selected interval. Usage-based services, add-ons, taxes, and third-party charges may be billed separately. Plans renew automatically until canceled through the available account or support process. Unless required by law or expressly stated otherwise, fees already paid are non-refundable.

Third-party services

The platform may rely on or connect with third-party products. Their terms, privacy practices, availability, and fees may apply. We are not responsible for outages or changes caused by third parties outside our reasonable control.

Customer data and compliance

You retain rights to your customer data and grant us the limited rights needed to host, process, transmit, and support it. You are responsible for your content, insurance-industry obligations, communication consent, data accuracy, and compliance with applicable laws and carrier requirements.

Availability and warranties

We aim to provide a reliable service but do not guarantee uninterrupted or error-free operation. To the fullest extent permitted by law, the service is provided “as is” and implied warranties are disclaimed.

Liability and indemnity

To the fullest extent permitted by law, JB AgencyOS will not be liable for indirect, incidental, special, consequential, exemplary, or lost-profit damages. Our aggregate liability will not exceed the fees paid for the service during the three months preceding the event giving rise to the claim. You agree to indemnify JB AgencyOS for claims arising from your unlawful use, content, communications, or violation of these terms.

Changes, termination, and governing law

We may update the service and these terms. We may suspend or terminate access for nonpayment, security threats, unlawful activity, or material breach. These terms are governed by Arkansas law, without regard to conflict-of-law rules. Contact [email protected] with questions.

© 2026 JB AgencyOS. All rights reserved.