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 › Health & Life
Health & Life
Medicare, health, life and annuities. Compliant from the first call.
Quote, enroll and stay compliant across every health and life product you sell, with ready-to-sell checks on every carrier.
Scope of Appointment, recordings and approved marketing, built in.
Send the SOA by text or email before every meeting. Your client signs on their phone and it is saved to their record automatically. Every call is logged with its recording, and you only see marketing that is approved for your state and product.
- E-signed SOA before every Medicare meeting
- Call log with recordings kept for retention
- Approved marketing by state, product and expiry
- Turning-65 and AEP review lists from your CRM
Under-65, ICHRA and supplemental in one quote flow.
Launch your enrollment platforms from one page, with your FFM certification and appointment checked first. Dental, vision, hospital indemnity and accident plans sit right beside the major medical quote.
- ACA and ICHRA with FFM tracked
- Short-term and supplemental plans
- Every platform one click away
Term, final expense and IUL, from quote to e-app.
Compare carriers side by side, then e-app or open the carrier with your client already loaded. Advances are tracked from the moment the policy issues.
- Side-by-side carrier quotes
- E-app or carrier launch
- Household view shows what each family is missing
Rates, suitability and training in one place.
Compare MYGA and fixed index rates across carriers, and know which products are open in each state. Best-interest and product training are tracked so nothing blocks a sale.
- MYGA and fixed index rate compare
- Best-interest training tracked
- Annual reviews set as follow-ups
Step-by-step training
Watch how it works
Training · MedicareMedicare SOA and compliance0:42Medicare SOA and complianceBefore a Medicare meeting, I send a scope of appointment from the SOA and Consent Center.
Training · Health & LifeQuote health and life0:48Quote health and lifeQuote and Enroll is my launch page for every product. I can filter by Medicare, ACA, supplemental, life, or annuity.
Training · AnnuitiesAnnuity rates and training0:44Annuity rates and trainingOn Quote and Enroll, I filter to annuities, and compare MYGA and fixed index rates across carriers.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.