The all-in-one back office for insurance agents
Every tool an agent needs. Right in your pocket.
CRM, quoting, carriers, contracting, licensing and commissions for Medicare, health, life, annuity, P&C and securities. One login on your desktop, tablet and phone.
Works on Mac, Windows, iPad, iPhone and Android
The Pocketknife Overview
See the whole system in four short videos.
Watch an agent run a real day in Pocketknife, from the first lead to the weekly paycheck.
The big picture
Six systems most agents pay for separately, working together in one login. See your whole day on the Home screen and make every page your own.
- Agent, client and carrier logins
- Your day on one screen
- Customize any page, reset in one tap
Video 1 of 4The big picture1:26
Find and win clients
Our own CRM tells you who to call each morning. Every lead vendor feeds one pipeline, and your website on your own domain sends quote requests straight in.
- Drag-and-drop pipeline with AI
- Every lead vendor in one place
- Your website, your domain
Video 2 of 4Find and win clients1:21
Sell every line
Know in one glance whether you can sell a product today. Medicare compliance is built in, and health, life, annuities, P&C and securities each have a full desk.
- Green means ready to sell
- Contract through any upline
- 211 carriers built in
Video 3 of 4Sell every line1:20
Video 4 of 4Get paid and grow1:13
Get paid and grow
See every commission from every carrier, every week, and catch missing pay before it slips away. Agency owners get compliance, recruiting and overrides in the same place.
- Weekly pay across every carrier
- Missing pay flagged for you
- Run your whole agency
Everything your business runs on, organized the way you work.
Browse the video libraryMedicare, ACA, life and annuities with compliance built in.
Explore → P&CQuote and bind, X-dates, renewals and service.
Explore → SecuritiesRegistrations, firms, AUM, CE and supervision.
Explore → CommissionsEvery carrier, every week, with missing pay caught.
Explore → Contracting211 carriers, any upline, ready-to-sell checks.
Explore → Built-in CRMAI picks who to call. Every lead in one pipeline.
Explore → Agent WebsitesYour own site on your own domain, built in minutes.
Explore → LibraryEvery video and training, organized by topic.
Explore →iPhone and Android
Your whole office, on the phone you already carry.
Quote at the kitchen table, check this week's pay between appointments and answer a client from the parking lot. Pocketknife runs the same on iPhone and Android, with everything you see on your desktop.
- Home, Quote, Carriers and Money one tap away
- Alerts that never show client health details
- Everything syncs with your desktop and tablet
Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.
Home › Agency Owners & FMOs
Agency Owners & FMOs
Run your whole agency from the same place your agents work.
Recruit, onboard, contract and pay your downline, see who needs help today, and put your own name on it.
See who needs help today.
Expired or missing documents, licenses about to lapse and who is producing, all on one screen with reminders in one click.
- Compliance grid for your whole team
- Send reminders in one click
- Leaderboards and production
Recruit with your link, code and QR code.
Agents join your team with your invite link and your code, so the right people land in the right place. You see and update their licensing, contracting and production, branch by branch.
- Invite links, codes and QR codes
- See who joined from each invite
- Permissions that never expose other branches
Agents trust a system that respects their book.
Uplines see what they need to support their team. Agents keep their clients private unless they choose to share, which makes recruiting easier.
- Licensing, contracting and production shared with you
- Clients private by default
- Every share logged
Your agency's name and logo, powered by Pocketknife.
Give your agents a system with your brand on it, and push carrier updates to everyone at once.
- Your name, logo and colors
- Overrides kept private
- Weekly reports sent automatically
Step-by-step training
Watch how it works
Training · Agency OwnersRun your agency0:43Run your agencyTeam Compliance shows every agent, and flags anything expired or missing, like an E and O or AHIP.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.