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 › Contracting
Contracting
211 carriers. Contract through anyone.
Fill out your packet once, send it through your upline, an FMO or straight to the carrier, and watch it all the way to ready to sell.
Your packet, reused for every carrier.
Licenses, E&O, AML, background questions, W-9, direct deposit and e-signature are filled out once. Every request is tracked from requested to ready to sell, and stalled requests get a nudge.
- Any route: upline, FMO, direct, carrier link
- Every share logged and approved by you
- Nudges after 7 days
Never guess if you can sell it today.
License, E&O, certifications, appointment and writing number are checked for every carrier, product and state. Green means go.
- Checked per carrier, product and state
- Red means one tap to get appointed
- Yellow and orange show the next step
Every carrier and every license in one place.
All 211 carriers with sign-in links, forms, guides and contacts, plus every state license, certification and CE deadline with reminders.
- 211 carriers built in
- Licenses with expiry alerts
- AHIP, FFM, AML and CE tracked
Step-by-step training
Watch how it works
Training · ContractingGet contracted0:45Get contractedIn the Contracting Center, my packet is filled out once: licenses, E and O, background questions, and direct deposit.
Training · ContractingReady to sell0:41Ready to sellOn Ready to Sell, I pick a carrier, a product, and a state.
Training · CarriersFind any carrier0:41Find any carrierOn All Carriers, I can filter by line of business, like life and final expense.
Training · LicensingLicenses, CE and certifications0:40Licenses, CE and certificationsMy Licenses shows every state I'm licensed in, my lines of authority, and when each one expires.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.