The System forInsurance AgentsWho Win.
Lead manager, renewal alerts, commission dashboard, AI proposals — all in one platform. Built specifically for Malaysian agents.
Free to download · 2-minute setup · No subscription
AI Proposal
PDF in 30 Seconds
MDRT-Ready
Simulator Built-In
iPhone & iPad
On the App Store
Auto Alert
Renewal & Follow-Up
20+ Tools
In 1 Platform
The Real Problem for Malaysian Agents
You work hard.
But your system's a mess.
Before Agentivo
Leads scattered across WhatsApp, phone notes, Excel — and gone the moment you need them.
Renewals slip through because there's no alert system — and clients walk to another agent.
No idea where your MDRT stands — you find out you missed it when it's already month 11.
Proposals built by hand — 2–3 hours each, and the client's already lost interest.
After Agentivo
Visual pipeline — every lead has a status, follow-up reminders fire automatically, nothing slips through.
30/60/90-day alerts before every renewal — with a WhatsApp template ready to send.
Real-time MDRT simulator — know your ANP gap, when you'll hit it, and exactly what to close.
AI builds your proposal in 30 seconds — in Bahasa Malaysia, export to PDF instantly.
The Complete Agent Toolkit
Everything you need
to hit MDRT.
Not just an app. This is an agent management system built with Malaysian agents — for the way Malaysia works.
Core Feature 01
Lead & Prospect Manager
Visual pipeline with drag-and-drop. Lead statuses update automatically. Follow-up reminders with WhatsApp templates. Import contacts from CSV or reach out directly. Lead scoring so you know who to focus on.
Core Feature 02
Commission & MDRT Simulator
Real-time commission dashboard with monthly and yearly graphs. MDRT / COT / TOT simulator — know your remaining ANP, days left, and what you need to close. Target tracker with alerts when you're close.
Renewal Alert
Auto alerts 30/60/90 days before a policy expires. Policy birthdays and anniversaries.
AI Proposal Generator
Digital form in BM/English. AI suggests products. Export to PDF in 30 seconds.
Agent Digital Profile
Personal mini website, QR code, lead capture form, social bio link.
WhatsApp Automation
One tap, WhatsApp opens with the message ready. Templates for renewals, follow-ups, birthdays.
Mobile-First Platform
Built for
agents on the move.
Work from your iPhone. From your iPad. From anywhere — in the field, in the car, at the client's home. Same data, real-time.
Offline support — your data is there even without internet
Push notifications — renewal and follow-up alerts straight to your phone
Real-time sync — update from your iPhone, see it instantly on your iPad
iPhone & iPad — one account, offline-first & real-time
Start Now
Systematic agents
close more.
Start today. Manage leads, keep on top of renewals, and chase MDRT — all in one platform built for Malaysian agents.
Free to download · Free plan forever · Pay once to unlock