Built-in CRM
Clients, households, pipeline, tasks and follow-ups in one view. Tap any number to call from your own phone or dialer, then log the call, text or note right on the client's record.
About Pocketknife
The platform the industry should have built years ago.
Created by an owner who has spent nearly two decades building and leading in insurance and securities, Pocketknife puts every tool an agency, agent and advisor needs into one connected platform.
~20 yearsof industry leadership behind every screen
Every lineMedicare, ACA, life, annuities, P&C and securities
200+ carrierslinks, forms and contacts in one directory
One loginreplacing the stack of tools you pay for today
Meet the founder
Kris Keush saw the problem from the top, and set out to fix it.
For nearly 20 years, Kris Keush has built, led and sold companies across every area of this industry. As an owner, he has recruited and supported teams, managed carrier relationships, overseen compliance and kept a growing operation running. He knows exactly what it takes to run an agency, because he has done it.
He also saw what it cost. Every agency he knew was paying for a stack of disconnected tools: a CRM, a quoting system, a website builder, a commission tracker, a contracting portal, a document vault. Each came with its own login, its own monthly bill and its own blind spots, and none of them talked to each other. Agents spent their days re-typing the same client into five systems instead of serving clients.
“I never understood why the tools this industry depends on cost so much and do so little together. So I built the one I always wanted.”
Pocketknife is that platform: everything an agency, agent or advisor needs, in one place, at a fair price. It was designed from day one to work alongside the systems people already trust, not to lock anyone in. Keep your favorite CRM and Pocketknife connects to it, or run your entire business here. The choice belongs to you.
Under Kris's leadership, Pocketknife is growing into something bigger than software: one connected network where agents, agencies, carriers, CPAs, estate attorneys, advisors and their clients finally work together.
Everything is included.
No add-ons. No upsells. No feature held back for a higher tier. The CRM, the website builder, the compliance vault, commissions, contracting and training all come with your login.
What is inside
Everything in one place
Each piece replaces a tool most agents pay for separately, and they all share the same information, so you enter it once.
Quote and enroll
Medicare, ACA and health, life, annuities and P&C, with one intake that feeds your raters and carrier enrollment sites instead of typing the same client in five places.
Your own website
Build a professional agent website in minutes. Buy a domain from GoDaddy or anywhere else, connect it, and you are live. Quote requests go straight into your CRM.
Carriers and contracting
More than 200 carriers with links, forms and agent support contacts. Request appointments through any upline and see when you are ready to sell, by carrier and state.
Licensing and compliance vault
Licenses, E&O, CE, AHIP and FFM certifications, SOAs and contracts stored securely, with reminders before anything expires.
Commissions
Weekly statements by carrier, advances and chargebacks, bonuses, and missing payments caught and tracked until they are paid.
Agency and downline
Agency owners see their whole team: production, licensing, contracting and recruiting, with each agency's information kept private to that agency.
Securities
Registrations, firms, CE and supervision tracking for advisors who also hold securities licenses, kept separate where the rules require it.
Training and Ask AI
Short how-to videos on every page, a full training library, and an AI assistant built in to help you find answers fast.
Invite, connect and share
Your own invite link, code and QR code to grow your team, connections with CPAs, attorneys and clients, and switches that decide exactly who sees your information.
Desktop, tablet and phone
The same office on every screen, in 11 languages, with your saved work following you from device to device.
Why it is different
Built the way this business actually works
One login instead of ten
Stop paying for and switching between separate tools that never share information.
Works with what you already use
Pocketknife is built to connect: link your existing CRM, dialer, calendar and carrier portals, or move everything here when you are ready.
Designed by an owner who has done the job
Every screen reflects nearly 20 years of running and supporting teams, so it fits how agencies and advisors actually work.
Private and secure by design
Every agency sees only its own people. Documents live in a private vault, and every sign-in is verified with a one-time code sent to your email.
One connected network
Everyone who serves the client, working together
A family's insurance, retirement, taxes and estate plan usually live with different professionals who never talk. Pocketknife connects them, and the client decides who sees what.
The clientGrants and removes access at any time
Health, life and Medicare agentsCoverage, enrollments and renewals
Agencies and FMOsTeam support, contracting and training
P&C agentsHome, auto and business coverage
Securities advisorsInvestments and retirement plans
CPAsTax documents and planning
Estate attorneysWills, trusts and beneficiaries
CarriersProducts, training and policy updates
1
The client says yes
Nothing is shared without the client's permission, and they can take it back any time.
2
Documents go straight in
Clients upload policies, statements and IDs directly to their agent's secure file, and they appear in the CRM.
3
The team works as one
The agent, CPA, attorney and advisor see what they need and can message each other, so nothing falls through the cracks.
The agent and agency platform is live today. Client, carrier and partner access (CPAs, estate attorneys and advisors) are rolling out next.
Your whole office, in your pocket.
Sign up and see everything Pocketknife includes.