Agency Team
The ultimate secure intake tool for modern agencies.
Includes 3 Seats
- ✅ 100% Zero-Database Secure Intake
- ✅ Dynamic Multi-Line PDF Generation
- ✅ Instant VIN & Flood Zone Lookups
- ✅ Zillow & Google Maps Integration
- ➕ $16.99/mo for each additional seat
NYS Compliance mapping and signature packets.
Individual Lite
The essentials for independent brokers.
- ✅ 1 User Account
- ✅ Home & Auto Forms
- ✅ Umbrella Forms
- ✅ Payment Authorization Form
- ✅ Standard NYS Compliance Mapping
Individual Full
Comprehensive coverage for every policy type.
- ✅ Everything in Lite, plus:
- ✅ Package & All Vehicle Types
- ✅ Landlord / Dwelling Fire
- ✅ Secondary & Seasonal Homes
- ✅ Flood & Excess Flood
- ✅ Excess Liability & Umbrella
Agency Account
Built to scale with your team and locations.
- ✅ Everything in Full, plus:
- ✅ 5 Included User Accounts
- ✅ Ability to Add More Employees
- ✅ Multi-Location Support
- ✅ Manager & Employee Roles
Frequently Asked Questions
Do I need a credit card for the free trial?
Yes, a credit card is required to activate your account, but you will not be charged today. You have a full 14 days to use Agency Sweet apps risk-free. If you don't love the time it saves you, simply cancel before the trial ends and you won't be billed.
Are there any setup fees or long-term contracts?
Never. Agency Sweet is a month-to-month subscription. You can cancel, upgrade, or downgrade your plan at any time right from your dashboard.
Is my clients' data secure?
Yes. We use AES-256 encryption for database storage, and Questionnaire utilizes zero-database ephemeral memory. Read our full Data Security policy here.
