If you’re still juggling spreadsheets, sticky notes, and outdated quoting software — it’s time for a 2025 upgrade. Your tech stack can make or break your business. Here’s what the best agents are using now.
Must-Have Categories in Your Stack
- CRM: Tracks leads, automates follow-up (ex: GoHighLevel, Zoho)
- Quoting Tool: Real-time life/Medicare quotes (ex: CSG, Annuities Genius)
- Email & SMS Automation: Drip campaigns & appointment reminders
- Calendar Tool: Syncs bookings with reminders (Calendly, HubSpot)
- AI Assistant: Helps with content, sales scripts, objections (👋 Agency Engineer)
Problems With the “Frankenstack”
Using 10 different apps that don’t talk to each other costs you time, money, and missed opportunities.
The All-In-One Solution
🛠 Agency Engineer bundles CRM, quoting, marketing, and automations into one place — made specifically for independent agents. No more duct-taped systems. Just results.
Conclusion:
Simplify your stack, boost your output. Agency Engineer is the modern platform built to help agents scale with fewer headaches.
