Make the move today
to the insurance world of tomorrow!
Next-generation CRM experience for insurance agents – simple, smart, comprehensive.
Everything an agent needs in one place!
No more switching between platforms
Portfolio yield estimation for the client.
Powerful tools for forecasting and estimating yields, enabling you to customize financial planning for each client.
Complete management in a single system.
All the management tools you need, under one roof – for smooth and effective daily operations.
Commission tracking capability
No more searching everywhere: now you can quickly and easily check and analyze all your commissions.
Additional benefits of the system
A wide range of solutions for insurance agents.
Leads
Receive leads directly into the system.
Information
Quickly retrieve data from the clearinghouse and policy copies, including power of attorney.
Client portfolio
View all of the client’s products with the highest level of detail.
Reports
Segment your data by various parameters.
Client Logs
Easily document all your client interactions.
Selective Access
Allow each team member to see only the clients you specify.
About Stagent
STAGENT is an Israeli CRM system created by insurance agents, for insurance agents.
Recognizing the need for an advanced technological solution to manage our business, we decided not to wait and developed the system ourselves, drawing on our deep understanding of the challenges and needs of insurance agents across Israel in their daily operations.
Following a development process that included close collaboration with agents, STAGENT was born – an innovative platform that enables comprehensive management of clients, commissions, yields, and more.
The system places a strong emphasis on information security and safeguarding the confidentiality of our clients’ data – a critical aspect of the insurance industry.
Video tutorials
Feeling stuck? Our training services are at your disposal.
Sample 1
coming soon
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Sample 2
coming soon
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Sample 3
coming soon
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All Videos
FAQ
STAGENT is an innovative CRM system specifically designed for insurance agents, enabling complete and effective management of clients, commissions, and yields, all in one place.
By leveraging advanced technology, STAGENT enables you to manage client details, schedule appointments, track commissions, and forecast yields efficiently and centrally.
Our team is available 24/7 via chat, email, and phone for any questions or issues. We’re here to ensure your experience with STAGENT is smooth and hassle-free.
Of course, we can import backups from various software (Bafi, Atid, Barak, and Aloni), including all documents, clients, and personal details. The backups are imported for a nominal fee based on their size, and you’re welcome to contact us for assistance with the transition.
Yes, we offer a 30-day free trial so you can experience all the benefits and features STAGENT has to offer. During this period, you’ll have full access to all system functions and capabilities, including client management, process automation, data analysis, and more.
talk to us
For any question, idea, or need – we’re here for you, anytime and for any purpose!