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VerifiedInsurance Agencies and Brokerages· Founded 2021

Agency Snapshot

Agency Snapshot is a web based application for insurance agents and brokers to run all aspects of their agencies. Agency Snapshot helps agents calculate their net cash flow after accounting for all expenses and all income (both new business and renewal) based off of their unique sale rates, cost per lead, etc. Agency Snapshot analyzes both new business and terminated policies to accurately determine net commission rates. Making decisions for your business has never been easier. Quickly and easily see net changes to your operations from adding staff, buying more leads, etc. With built in trackers for trends in your business, Agency Snapshot is a tool designed, by agency owners for agency owners, to assist in running a successful agency and maximizing profits.

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HeadquartersNewport Beach, United StatesEmployees1(1 to 10)Founded year2021Websiteagencysnapshot.comLinkedIn profileLinkedIn

Verified contacts

1

available on Kipplo

LinkedIn employees

1

1 to 10 range

Open roles

no listings

Distinct roles

1

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

1 contacts with verified email or phone · masked until revealed.

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Top roles at Agency Snapshot

1 distinct titles indexed · top 1 shown.

  • 1marketing assistant

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Trusted by sales, marketing, and GTM engineering teams.

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