Free Agent Tools
Professional tools for insurance agents.
Always free.
Built specifically for independent agents. No subscription, no credit card required. Use them as a guest, or register to save your data and access advanced features.
Compliance & Licensing
Stay compliant across every state where you do business.
Live
State License Tracker
Find renewal requirements, fees, CE hours, and exam info for all 50 states. Register free to track your licenses and get email reminders.
Coming Soon
CE Hours Tracker
Upload CE certificates, track hours by state and line of authority, and see exactly what you still need before your renewal deadline.
Coming Soon
E&O Insurance Tracker
Track your Errors & Omissions policy details, expiry dates, and limits. Renewal reminders included.
Coming Soon
Carrier Appointment Tracker
Track which carriers you’re appointed with, lines of authority per carrier, and contact info — all in one place.
Quoting & Calculations
Get instant numbers for client conversations and internal decisions.
Live
Premium Finance Calculator
Get instant financing plans for any premium amount. Show clients down payment and installment options in seconds. One click to submit.
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Agency Valuation Calculator
Find out what your agency is worth using current 2026 industry multiples. Get an instant range based on EBITDA and revenue methods, plus detailed report by email.
Coming Soon
Commission Calculator
Calculate commission splits between producers, the agency, and sub-agents. Useful for new producer onboarding.
Coming Soon
Contractor Rater
Quick commercial rater for contractor classes — plumbers, electricians, roofers, landscapers, and more.
Documents & Forms
Generate ACORD forms, certificates, and request letters in seconds.
Beta Soon
ACORD Form Generator
Generate pre-filled ACORD 125, 126, 130, and 140 forms. Upload your defaults once — fill 95% of fields automatically on every submission.
Coming Soon
COI Generator (ACORD 25)
Generate Certificates of Insurance in seconds. Save client templates to reuse on every COI request — no more retyping.
Coming Soon
No-Loss Request Generator
Professional no-loss request letters for prior-carrier history. Track submission status by carrier in one dashboard.
Coming Soon
Broker of Record Letter
Generate clean Broker of Record letters with all required carrier-specific information. PDF download ready for client signature.
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We build what agents actually ask for. If there’s a tool you wish existed — something that saves you time every week — tell us. We add new tools every month based on what comes in.
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