Lead & Prospect Manager
7-stage pipeline, follow-up reminders, lead scoring, import contacts straight from WhatsApp.
Features
20+ tools in one platform.
From your first prospect to commission hitting your account — we handle it all for you.
Core Features
For every Pro & Team agent.
Everything you need to run your day-to-day business — from prospect to commission.
Renewal & Policy Alert
Auto alerts at 30/60/90 days, birthday wishes, policy anniversaries, ready-to-send WhatsApp templates.
Commission Dashboard
Real-time commission, target tracker, monthly/yearly charts, product breakdown.
MDRT/COT/TOT Simulator
Calculate remaining ANP, countdown to target, policies-per-week simulator to hit your goal.
Challenges
Personal challenges to stay motivated and hit your daily targets.
AI Needs Analysis & Proposal
Digital form in BM/EN, AI product recommendations, generate PDF proposals with your branding.
WhatsApp Templates
15 professional ready-to-send templates, one click to open WhatsApp.
Content Creator & Social Tools
AI caption generator in BM/EN, automatic hashtags, 7-day content calendar view.
Referral Engine
Custom links, auto-track conversions, gamified badges for clients who refer their friends.
Profile & Knowledge
Build your reputation. Level up your knowledge.
The professional profile and insurance know-how every agent needs to have.
Digital Agent Profile
Personal mini website, QR code, lead capture form, social bio link.
Knowledge Hub
PCEIA/TBE/CEILLI notes, training videos, quizzes, latest BNM updates.
AI Explainer
Explain any insurance term in simple, easy-to-understand language.
Extra Tools
Tools that make your daily work easier.
Branded proposals and more — all in one place.
Proposals
Generate and save branded PDF proposals for every prospect.
Leader Features
For leaders & team managers.
Track, motivate, and manage your team of agents from a single dashboard.
Real-Time Team Dashboard
Track every agent, total team ANP, alerts for inactive agents.
Leaderboard & Gamification
Weekly/monthly rankings, achievement badges, confetti for top performers.
Broadcast & Communication
Send a message to all agents at once, or pick specific agents.
Team Challenges
Set challenges for every agent in your team, track progress in real time.
New Agent Onboarding
30/60/90-day checklist per agent, progress tracker with health indicators.
Auto-Generate Reports
One-click PDF/Excel team reports ready to send to your upline.
Invite Code System
Leaders generate a code, agents scan the QR to join, auto-tagged to your team.
Agentivo Exclusive
No other platform has this.
What sets us apart from every competitor — features you'll only find on Agentivo.
Native iOS App (Android coming soon)
Download free on the App Store for iPhone & iPad — a fully native app, not just a web page. Works offline with push notifications. An Android version is coming soon.