Turn your contact list into closed policies
MARKETIA OS Agenda is the complete CRM that helps insurance agents prospect, call, text, schedule and follow up every single day — from your computer or your phone.
Selling insurance is hard when your data is a mess
One system to run your whole day
Everything an insurance agent needs in a single, organized place.
Everything you need to sell more
Excel & contact lists import
Import your full contact lists (Top 25 format) with every row, color and note preserved — no row limits.
Assisted calls from your phone
Tap to call your prospects from your mobile and log the outcome instantly.
Assisted SMS from your phone
Send texts with ready-to-use scripts and track every conversation.
Appointments & CRM calendar
Schedule appointments and keep an internal calendar of your whole operation.
Full prospect history
Every call, message, note, result and follow-up in one timeline.
Sales pipeline
Move prospects through clear stages and never lose a deal.
Reports & productivity
See your daily work, conversions and results at a glance.
Agent network
Build and manage your downline of agents with shared visibility.
How it works
Import your contacts
Upload your Excel or contact list — we keep all your rows, colors and notes.
Work your day
Call, text and schedule appointments with assisted tools from your phone.
Follow up & close
Track every interaction in the pipeline and turn prospects into clients.
Grow your network
Invite agents with your referral link and earn commissions.
Earn with affiliate marketing
Every agent gets a unique referral link. Invite other agents and earn a commission on every membership they activate.
- 20% commission on every referral (≈ USD $4)
- See your entire downline network
- Track pending, approved and paid commissions
commission on every referral
20%
≈ USD $4 / referral
Works in English and Spanish
Switch the whole panel between English and Spanish anytime. Your preference is saved.
Use it from your computer or your phone
A modern, fast experience that works everywhere your agents work.
Simple, transparent pricing
- Full CRM for insurance agents
- Excel & contact list import
- Assisted calls & SMS
- Pipeline, calendar & reports
- Agent network & referrals
- English & Spanish
Ready to activate payment
Frequently asked questions
Can I import my existing contacts?
Yes. Upload your Excel or CSV (Top 25 format) and we import every row, keeping colors and notes.
Does it work on my phone?
Absolutely. Make assisted calls and send SMS directly from your mobile device.
How do affiliate commissions work?
Share your unique link. When someone activates a membership, you earn a commission tracked in your panel.
Is it in English and Spanish?
Yes. The full panel switches between English and Spanish per user.