CRM & Client Management
Leads, households and client records with full activity history, ownership and department scoping.
Insurance Agency Operating System
The Operating System for Modern Insurance Agencies
Run your entire insurance agency from one secure platform. Arentis Core connects CRM, underwriting, policy management, documents, communications, revenue operations, calendars, AI automation, and agency intelligence in one workspace.
- 14-Day Free Trial
- No Credit Card Required
app.arentiscore.com/dashboard
Open applications
38
+6
Policies in force
412
+12
Renewals this month
27
+3
Commission pipeline
$84.2k
+9%
Production trend
New
14
Contacted
9
Quoted
6
App started
4
AI suggestion
6 Medicare renewals fall in the next 30 days. Draft outreach and book review calls?
Inbound call routed to Jordan · transcript & summary attached
Booking confirmed · Tue 10:30 AM · reminder scheduled
Application QA complete · 2 fields need review before submission
Platform
One Platform. Your Entire Agency.
Every part of agency operations lives in the same workspace, sharing the same records, permissions and history.
Applications & Policies
Track applications from submission to issue, then manage in-force policies and renewals in one place.
Underwriting
Requirement checklists, status workflows and carrier activity so nothing stalls unnoticed.
Phone & Messaging
Calling, SMS and MMS workflows with recordings, voicemail and threaded communication history.
Calendars & Scheduling
Booking pages, appointment reminders and calendar sync connected to lead and client records.
Documents
A secure document center with permission-controlled access tied to the right client record.
Commissions & Revenue
Commission ledgers, splits, overrides and reconciliation with revenue dashboards on top.
Reports & Analytics
Production, pipeline, retention and team reporting built for agency leadership reviews.
AI Automation
Assistance for follow-up, summaries, drafting and next-action recommendations across the workspace.
Integrations
Connect the tools your agency already uses through guided, credential-safe connection flows.
Communications
Phone Center & Communications
Arentis Core is designed as a provider-neutral communications layer. Bring your own telephony account, connect it from settings, and keep every conversation attached to the right lead or client record. Provider availability depends on the account and credentials your agency connects.
See supported providers- Inbound and outbound calling
- SMS
- MMS
- Voicemail
- Call recordings
- Dialing workflows
- Provider integrations
- Communication history
Why Arentis
Built for Insurance Operations
Arentis Core is designed around the way insurance agencies actually work — quote, application, underwriting, issue, service, renewal and commission — instead of forcing your team into a generic CRM model.
- Lead management
- Client records
- Applications
- Policies
- Underwriting workflows
- Carrier activity
- Documents
- Renewals
- Commissions
- Revenue
- Agency reporting
Integrations
Connect the Tools Your Agency Already Uses
Guided connection flows use official sign-in and documented API credentials. Status below reflects where each provider stands today.
GoogleReady to connect
MicrosoftReady to connect
MetaReady to connect
TwilioAvailable
WAVVAPI access required
CalendlyReady to connect
Cal.comReady to connect
Google DriveReady to connect
OneDriveReady to connect
DropboxReady to connect
QuickBooksComing soon
StripeComing soon
Security
Security Built Into the Platform
Designed with enterprise security controls. Arentis Core does not claim third-party certification.
Role-based access
Granular permissions decide what every role can see and change inside the workspace.
Agency isolation
Every record is scoped to its agency so tenants never read each other's data.
Encrypted credentials & tokens
Provider credentials and OAuth tokens are encrypted and stored server-side only.
Audit logging
Sensitive record changes and administrative actions are written to an audit trail.
HTTPS everywhere
All traffic between your browser, Arentis Core and connected providers runs over HTTPS.
Server-side secrets
API keys and secrets are never exposed to the browser or embedded in the client bundle.
Built for Modern Insurance Teams
Arentis Core supports the workflows used across these lines of business. Categories shown describe product fit, not endorsements.
- Life
- Medicare
- ACA
- Final Expense
- Independent Agencies
Pricing
Start With a 14-Day Free Trial
Plans are configured per agency inside the workspace. Start the trial to see the plan options and limits that apply to your account — no credit card required.
- 14-Day Free Trial
- No Credit Card Required
Ready to Run Your Agency From One Platform?
Start your 14-day free trial and see how Arentis Core can bring your agency workflows into one connected operating system.