Insurance Agent Office
Manage your insurance agent team — schedules, clients, policies and reports
About Insurance Agent Office
Insurance Agent Office helps insurance managers organize and run their sales team in one simple app. All data is stored on your device. No internet or account required.
AGENT MANAGEMENT
• Add agents with photo, role, phone and contact details
• Assign roles: Manager, Senior Agent, Agent, Trainee
• View each agent's policies, clients and commission totals
• Filter agents by role and status
SCHEDULE MANAGEMENT
• Create daily work schedules for each agent
• Schedule types: Work, Meeting, Training, Holiday
• Track status: Scheduled, In Progress, Completed, Cancelled
• Export schedule to PDF — print or share anytime
• Share PDF via email, Google Drive, LINE or any app
CLIENTS AND POLICIES
• Manage client profiles linked to assigned agents
• Track policies: Life, Health, Auto, Property, Accident
• Monitor policy status: Active, Pending, Expired
• View commission amounts per policy
ANNOUNCEMENTS
• Send team announcements to all agents or selected members
• Share messages directly to LINE with one tap
REPORTS AND DASHBOARD
• Overview of total agents, clients, and active policies
• Monthly revenue and commission summary
• Agent performance rankings
BACKUP AND RESTORE
• Back up all data including photos to a ZIP file
• Share backup to email, Google Drive, or save locally
• Restore all data from backup at any time
SETTINGS
• 10 languages: English, Vietnamese, Chinese, French, Hindi, Indonesian, Japanese, Korean, Malay, Spanish
• Light and Dark mode
• Generate sample data for demo
Works 100% offline. All data stays on your device.
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