This insurance CRM platform helps agencies grow sales and engagement through client management, automated triggers, and data-driven insights. It offers a streamlined interface for all customer-facing software needs, including sales, marketing, and payments.
1.4.29
May 15, 2026
*Bug Fixes
IM Agent is a comprehensive insurance CRM platform designed to help agencies manage sales, engage clients, and make data-driven decisions. It centralizes customer-facing software for sales, marketing, payments, and more.
Yes, IM Agent is available for free. The provided data indicates it is a free application with no mention of subscription costs or in-app purchases.
IM Agent is compatible with iOS devices, including iPhone, iPad, and iPod. It is designed for mobile use across these platforms.
While specific security features are not detailed, IM Agent is a professional finance tool designed for agency use. It aims to provide a secure environment for managing client data and transactions.
IM Agent allows clients to update their profiles and review documents at their convenience. It also supports sales, marketing, phone, and payment functionalities for enhanced client engagement.
The latest version of IM Agent is 1.4.27, last updated on December 12, 2025. This indicates a relatively active development cycle for the application.
IM Agent has a rating of 4.0 stars from 3 ratings. This suggests generally positive user feedback based on the limited reviews available.
No, IM Agent does not contain advertisements. The application data specifies that it is free and does not have ads.
