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 › Medicare
Medicare
Medicare CRM and compliance, built in.
Scope of Appointment, call recordings, turning-65 lists and AEP reviews, in the same place you quote, enroll and get paid.
The SOA is signed on your client phone before every meeting.
Send the SOA by text or email. Your client signs on their phone and it is saved to their record automatically, with every call logged and its recording kept.
- E-signed SOA before every Medicare meeting
- Call log with recordings kept for retention
- Approved marketing by state, product and expiry
Never miss a turning-65 client or an annual review.
Your CRM builds turning-65 and annual review lists for you, and the Morning Brief tells you exactly who to call each day.
- Turning-65 lists by month
- AEP and OEP review follow-ups
- Birthday and plan-change reminders
Know you can sell before you sit down.
AHIP, carrier certifications, state licenses and appointments are checked for every Medicare carrier and state in one view.
- AHIP and carrier certifications tracked
- Ready to sell by carrier, product and state
- Reminders before anything expires
Every Medicare commission, tracked by carrier.
See initial and renewal commissions from every carrier, with missing payments caught and followed up until you are paid.
- Initial and renewal commissions
- Missing pay flagged automatically
- Chargebacks tracked
Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.