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 › Invite, Connect & Share
Invite, Connect & Share
Grow your team. Keep control of your information.
Every member gets an invite link, a short code and a QR code. Agents join your team, partners connect with you, and everyone decides exactly what others can see.
Your link, your code, your QR code.
Share your personal invite by text, email or social media, or print your QR code on a flyer or business card. See how many people joined, and make a new code any time.
- Join my team invites for your downline
- Connect invites for CPAs, attorneys, clients and agents
- Turn a code off or replace it in one click
Nobody lands on the wrong team.
Team invites need both your link and your code, so a forwarded link cannot put someone on your team by mistake. Every sign-in is verified with a one-time code sent to their email.
- Shows who invited them before they join
- Code confirms the team join
- Email verification on every sign-in
Anyone can connect with anyone.
Agents, agencies, CPAs, estate attorneys and clients can join a team or connect with each other at sign-up or any time after, using a code.
- Join with a Code, any time
- Clear view of your upline, team and connections
- Leave, remove or disconnect whenever you choose
You decide who sees what.
Your upline and override levels see and update your licensing, contracting and production. Your clients stay private unless you choose to share them, and client files need the client's permission first.
- Switch each area on or off
- Share one document with anyone, with an end date
- Stop sharing any time, and every share is logged
See it in action
Invite, connect and share
Training · PlatformInvite, connect and share1:05Browse the full video libraryStep-by-step training
Watch how it works
Training · PlatformInvite, connect and share1:05Invite, connect and shareYour invite link, code and QR code, joining with a code, and how you control who sees your information.Run your whole business from one place.
We set up your carriers, licenses and website for you, and walk you through it.