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 › Built-in CRM
Built-in CRM
The CRM made just for insurance agents.
It already knows birthdays, turning-65 dates, renewals, households and policies. Turn on the lines you sell and it shapes itself around your business.
Every lead from New to Sold.
Move clients across the pipeline as you work them. Every move is logged, and workflows turn each step into a dated follow-up.
- Six stages, every move logged
- Workflows for new clients and reviews
- Custom fields, tabs and templates
Pocketknife tells you who to call today.
Birthdays, clients turning 65, renewals and at-risk policies show up every morning. Ask your CRM in plain English and the list appears.
- Today list picked by AI
- Ask your CRM in plain English
- Draft texts and emails with AI
Every lead vendor in one pipeline.
Connect as many vendors as you buy from. Each gets a private link or email address, and you see leads, sales and cost per sale for each one.
- Unlimited lead sources
- Tagged by source automatically
- Cost per sale by vendor
See it in action
Find and win clients
Video 2 of 4Find and win clients1:21Browse the full video libraryStep-by-step training
Watch how it works
Training · CRMYour CRM pipeline0:54Your CRM pipelineThis is my pipeline. Every client sits in a stage, from new lead, to contacted, to appointment set, quoted, and sold.
Training · CRMAsk your CRM0:46Ask your CRMEvery morning, the Today tab has already picked who I should call, like birthdays, renewals, and clients turning sixty-five.
Training · LeadsConnect your lead vendors0:48Connect your lead vendorsOn the Leads page, I can add as many sources as I buy from, all at the same time.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.