The field app for insurance agents and agency managers
From lead to policy on one board, with every agent's visits, policies and premiums visible to the agency manager in real time.
Free for up to 5 people for 14 days. No card needed.
Sound familiar?
- Policies and premiums tracked in spreadsheets
- Leads lost between agents
- Commission disputes at month end
How Wayfen helps
Insurance words built in
The insurance setup renames activities to Policy sold, Premium collected and Client meeting.
Lead pipeline
Every lead on one board from first contact to policy, with stalled deals flagged and a follow-up ready to send.
Targets and commission
Each agent sees their target and commission earned, so there are fewer month-end disputes.
Verified meetings
Client meetings are time-stamped and GPS-checked.
Lead capture page
Your own web page and WhatsApp link collect enquiries straight into the pipeline.
Manager reports
A monthly pack with charts and written analysis, as PDF or Excel.
Simple, flat pricing
One price for your whole team, never per person: Starter $59/month for up to 10 people, Growth $109 for up to 25, Business $179 for up to 50, Scale $299 for up to 100 and Enterprise $549 for up to 300. Pay yearly and get one month free.
Start free trialQuestions
Can each agent only see their own clients?
Yes. Field reps see their own work; managers see the whole team.
Can we capture leads from Facebook or WhatsApp?
Yes. Share your Wayfen lead page link anywhere; enquiries arrive in Leads automatically.