Insurance agency software built for scale

The all-in-one growth engine for modern insurance agencies

Streamline operations and accelerate growth with bolt’s insurance Agency Portal. From quoting and credentialing to servicing and analytics, everything lives in one unified platform designed for scaling and enterprise agencies. Say goodbye to platform sprawl and hello to profitable efficiency.

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Insurance agency portal

Built for the realities of today’s insurance agencies

Disconnected tools and slow workflows are dragging down your team’s performance. Our insurance Agency Portal centralizes critical functions into one intuitive interface, so your agents can move faster, stay focused, and manage the entire customer lifecycle without switching systems.

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360°

Complete view of customer profiles for personalized service

50%

Faster policy processing times

98%

Agent satisfaction rate, highlighting our commitment to quality

Reimagine your insurance agency's potential

Built with agent feedback. Refined for real performance.

The Agency Portal was shaped in partnership with top producers across the country. Every feature, from communication tools to credentialing workflows, has been designed to improve speed, accuracy, and ease of use for agents and agency leaders alike.

All your agency operations in one place

Track core metrics, manage leads, monitor credentials, and oversee every client interaction without logging into multiple systems. With centralized visibility and role-based access, managers and producers can work smarter and stay aligned.

Faster interviews. Fewer keystrokes. More business.

Our dynamic quoting engine asks only what’s needed based on each risk and carrier appetite. Built-in prefill and smart intake reduce manual entry, while multi-line and multi-carrier support means your agents quote more in less time.

One system to track every interaction

Email and SMS communications are logged directly to client records, creating a full audit trail across quoting, servicing, and renewals. No more jumping between inboxes or relying on memory, your team gets a complete picture of every account.

Easy for new agents. Powerful for managers.

Intuitive design, guided workflows, and in-app tooltips help new producers ramp quickly. Role-based dashboards and activity logs give managers the visibility they need to coach performance and scale productivity.

Appointment and access control at your fingertips

View, manage, and update producer codes and market access from one location. bolt’s built-in appointment workflows reduce submission errors and ensure every quote goes to the right market.

Work smarter, not harder

Our platform’s user-friendly design ensures your agents can quickly master the tools they need. With an intuitive interface, managing quotes, policies, and client interactions becomes effortless, enabling your agency to focus on growth, not administration.

Everything in one platform

A centralized system that adapts to your workflow

Our insurance Agency Portal brings quoting, lead management, servicing, and reporting into one customizable platform that integrates with your existing systems and scales with your agency.

Comparative Rater

Generate real-time quotes across personal, commercial, and E&S lines from a single, intelligent interview.

Native CRM & Lead Manager

Track and manage every client interaction in one place with audit-ready records, role-based dashboards, and custom lead workflows.

Appointment Management

Oversee producer codes and market access in one dashboard. Reduce errors and improve submission accuracy across teams.

Proactive Renewals

Automatically track renewal rates, identify at-risk policies, and re-quote across carriers with one click.

Integration Hub

Connect to your AMS, CRM, telephony, and marketing platforms with bolt’s API-first architecture and out-of-the-box integrations.

Analytics & Communication Tools

Monitor KPIs, track quote performance, and engage clients through integrated email and SMS—all within the agency portal.

Ready to empower your agents?

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Insights into Success

Explore Our Case Studies

Joining bolt’s ecosystem brings opportunities and benefits to your business

An Italian mobile network operator partnered with bolt to implement advanced device protection and lifecycle solutions, boosting sales, expanding its market, and enhancing customer loyalty while positioning itself as a market leader in device management.

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Sales increase

50+

Improved NPS

99%

Service requests processed within 24hrs

A national insurer partnered with bolt to implement a unified insurance distribution platform, expanding its agent network, increasing quoted premiums, and improving service efficiency to meet growing market demands while enhancing customer satisfaction nationwide.

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300%

Agent growth in 5 years

$4bn

In quoted premiums since 2021

20k

Daily insurance quotes

A financial services organization partnered with bolt‘s digital insurance platform to overcome market and technology challenges. The switch led to growth in quoted premiums, enhanced customer satisfaction, improved operational efficiency, and boosted agent productivity, securing their competitive edge.

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75%+

Increased revenue

135%

Conversion increase

80%+

Improved net promoter score

A personal lines broker partnered with bolt to modernize its operations, adopting a fully digital insurance platform. This shift improved client service, streamlined quoting processes, and drove substantial growth in premium volume, maintaining their reputation for tailored solutions.

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113%

Premium growth

100%

Digital transformation

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