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 › Commissions
Commissions
Know what you are getting paid, and when. Every week.
Every commission from every carrier and platform in one place, with advances, chargebacks and missing pay caught before they cost you.
Paid this week, coming next week, and what is at risk.
Statements arrive by API, file feed, upload or portal sync and are matched to you by NPN or writing number, so your numbers are always current.
- Every carrier in one report
- Charts by carrier, product and line
- Export any view in one click
Sold but not paid? Pocketknife catches it.
Every sale is checked against every statement. Short and missing payments are flagged, and one tap sends the case to support with the details filled in.
- Missing and short pay flagged
- One-tap report to support
- Case updates inside Pocketknife
Know what you have actually earned.
Advances earn off month by month, chargebacks are explained line by line, and your bonus and contest progress is always in view.
- Advance earning tracked
- Chargebacks explained
- Bonuses, trips and leaderboards
Step-by-step training
Watch how it works
Training · CommissionsRead My Money0:48Read My MoneyUp top, I can pick the period and whose numbers I want to see: just me, my downline, or the whole agency.
Training · CommissionsReport missing pay0:44Report missing payPocketknife compares every policy I sold with every carrier statement, and anything that should have paid but didn't gets flagged.
Training · CommissionsAdvances and chargebacks0:43Advances and chargebacksAt the bottom of My Money, the detail tabs show every statement line from every carrier.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.