AgencyRoot/

Crop Insurance Made Easy

Industry-leading solutions built by agents for agents

AgencyRoot by Ever.Ag is an agency management platform specializing in document management and agency collaboration while keeping your policies at the forefront of your work.

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AgencyRoot

Simplifying and enhancing your agency processes.

Document Storage in One Place

Store all your agency’s documents in the cloud. Create custom document types to fit your agency’s needs.

Powerful Policy Tools

Upload, view and manage policies from all your AIPS. The dashboard takes every policy in your agency and allows you to view them easily.

Team Collaboration Tools

Stay current with the latest updates from your coworkers and customers with the tasks and communications log.

Servicing 46 states in the U.S.

Working with $4 billion in annual crop insurance premium

Supporting business for 125 crops throughout the country

I love the fact that AgencyRoot downloads the customer information from the AIPs! It has saved me hundreds of hours from going into each AIP and pulling that information individually.

Danielle Kleindl

Agent, Missouri

AgencyRoot has been a wonderful tool, and it’s only the start – working very smooth – had a guy use the e-signature the other day that I thought would never do something like that!

Shane Sis

Agent, Nebraska

CRM

Centralize and Standardize Communication With Customers

Communication and consistency are key when providing optimal customer service. Finally, you can maintain a solid-performing CRM while maintaining one customer database. CMS offers a fully integrated CRM to capture all activity around sale and purchase opportunities.

Centralizes all communication with customers

Integrates with your ERP

Captures and documents all activity around sale and purchase opportunities

Accounting

Tools and Financial Reports Designed for the Specific Needs of the Grain Industry

Grain businesses require unique tools to manage the accounting complexities of the industry. CMS’ Accounting module provides every tool necessary to handle everything from accounts receivable to the general ledger. Instantly generate financial reports explicitly customized for a grain business.

Provides various grain-specific accounting tools

Generates financial reports often required of grain businesses

Converts to several currency options

Logistics

Easily Manage Product Movements

From inbound to outbound movements, managing the logistics of processing and trading commodities is a monumental task. CMS’ Logistics provides a user-friendly interface to efficiently manage the inbound or outbound multimodal movement of products or bulk commodities.

Manages accrued expenses to each logistics line

Creates multiple displays for multiple task types

Access ship to/from company inventory or direct ship

Contracting

Control Purchase and Sale Contracts

Your agribusiness’ success depends greatly on closely monitoring your purchase and sales contracts. With real-time position reporting, CMS’ Contracting module provides full management capabilities for purchases and sale contracts sourced either off-farm or from a trading partner.

Provides real-time position reporting

Gives management capability of purchases and sale contracts

Tracks contracts sourced off-farm or a trading partner

Order Entry

Handle Client Orders with Ease

When your agribusiness involves various products ranging from feed additives to fertilizer, carefully handling orders is critical to successful business operation. CMS’ Order Entry module provides an efficient and robust method of taking orders from your clients. The solution is designed to handle the unique needs of feed additives, finished and premix feed, seed, chemical, and fertilizer sales.

Provides an efficient method for taking orders

Handles various products

Manages critical information required to fill orders

Export Documentation

Automatically Creates Shipping Documents

Take the guesswork out of creating necessary documents for exporting products. With CMS’ Export Documentation module, documents necessary for shipping products internationally are automatically created. The module is tightly integrated with our Logistics module for a winning combination.

Creates documents automatically

Tracks product movements

Manages documentation required for exports

Inventory Management

Efficiently Track Inventory Location, Costing Methods, and Selling Prices

Knowing every detail of your inventory is key when operating an agribusiness. Gain tracking capabilities, including costing methods and selling prices on a product and location level with multi-currency/multi-unit of measure with CMS’ Inventory Management module. The module also offers nested formula capabilities and bin tracking features.

Traceability and lot control

Tracks inventory location, costing methods, and selling prices

Offers multi-currency or multi-unit of measure applications

Provides nested formula capabilities