Missed calls going to voicemail. Leads scattered across five tools. Revenue you can't trace back to its source. Opsentra closes every gap — simultaneously — with a single operating system purpose-built for how insurance is sold.
Calls going to voicemail after hoursProspects don't leave messages. They call your competitor instead.
Five disconnected tools with duplicate dataNothing talks to anything. Your team wastes hours on manual entry.
No idea which marketing produces policiesYou're spending on leads but can't trace a dollar to a bound policy.
No coaching loop for your producersAgents develop on instinct, not feedback. Best practices don't scale.
Service requests falling through the cracksClients call back, escalate, and leave — because nobody had a system.
FrontDesk AI handles every call, 24/7Quotes, claims, billing, appointments — handled intelligently so nothing is missed.
Connect syncs your CRM automaticallyHubSpot, AgencyZoom, or Salesforce — one canonical record, always current.
AgencyCFO traces every dollar to its sourcePolicy → commission → lead source → campaign. Full attribution, zero gaps.
ReMote scores calls and coaches producersEvery call scored. Patterns surfaced. Your best practices become standards.
BackOffice ensures no request is missedTicket routing, escalation paths, KPI visibility. Operations on a system, not memory.
FrontDesk handles every inbound call with 46 trained insurance intents — from new quote requests and coverage questions to claim status checks and billing disputes. It books appointments, routes urgent calls, and logs every interaction automatically.
Each module is powerful standalone. Together, they share one data layer, one event bus, and one compliance framework — so everything your agency does is connected.
Handles every inbound call 24/7 across 46 insurance intents. Books appointments, escalates urgencies. Clients never reach voicemail again.
24/7 AISyncs canonical agency data to HubSpot, AgencyZoom, and Salesforce in real time. One source of truth — no duplicate records, no missed follow-ups.
CRM SyncAI-scores every lead by purchase intent, routes to the right producer instantly. Multi-touch sequences run automatically until they book.
AI ScoringFull opportunity pipeline from first contact to bound policy. Quote tracking, close rate analysis, and producer dashboards built for insurance.
PipelineCommission tracking, renewal forecasting, and full attribution from lead source to bound premium. Every dollar accounted for.
Revenue IntelScores producer calls against proven frameworks. Surfaces coaching opportunities and tracks skill progression systematically across your team.
Call ScoringService request ticketing, task routing, and escalation management. Leadership gets real-time KPI visibility into team performance.
OperationsCompliance-checked content that positions your agency as the market expert. Builds authority so clients come to you — not the other way around.
AuthorityOf inbound calls handled by FrontDesk AI without a live agent
Fully integrated modules — one login, one data layer, zero silos
Average lead follow-up speed improvement from automated routing
Revenue left unattributed — AgencyCFO tracks every policy to its source
Independent agencies that survive the next decade won't be the ones who worked harder. They'll be the ones who built the right system. Every competitor you have is still running on spreadsheets and voicemail.
No per-seat fees. No feature gating. Every module, every user, one flat price. Built for agencies that are serious about operating at scale.
Questions before you commit? Email hello@opsentra.app — we reply same business day.
Stop reacting. Start running your agency like a business. Opsentra gives your operation the infrastructure, the intelligence, and the discipline to compete at a level your market hasn't seen from an independent agency.