Insurance agency management, without the disconnected systems.
Bring production, commissions, renewals, team workflows, and marketing into one place.
A focused conversation about your agency, relevant workflows, and setup questions. No purchase required to book.
Monthly production
$1.84M
Trailing 12 months
Priority activity
8,426
Active policies
+12.4% this month
$1.84M
Monthly premium
+8.7% vs. target
94.2%
Retention rate
2.6 pts above goal
See HUBivio in Action
Explore the platform features and learn how to optimize your agency's operations.
Four ways to simplify the agency's day.
Configure HUBivio around your lines of business, terminology, commission structures, policy lifecycles, team roles, and operating processes, not the other way around.
Manage clients and policies
Find the client history, policy details, and documents your team needs without switching tools.
Unified CRM
Manage client lifecycles with unparalleled clarity. Track interactions, documents, and historical data instantly.
Client 360 Timeline
A focused history of client relationships. View policy history, staff notes, and renewal activity in a single feed.
Policy Management
Centralize your book of business. Complete visibility into coverages, limits, and carrier details.
Documents & E-Sign
Upload, organize, send, and electronically sign agency documents from one secure workspace.
SunFire Connectivity
Open your Medicare quoting and enrollment tools from your agency workspace.
Understand your agency. Prepare your next move.
Your executive AI assistant, inside HUBivio. Agency Assist AI helps owners and managing partners turn available agency data into clear briefings, informed questions, and drafts ready for review.
Agency Assist
Private · evidence-based
Ask about your agency
Get answers about available production, team activity, and goals without moving between reports.
Start with an executive briefing
Generate an on-demand summary of results, items needing attention, and the information still missing.
Prepare for better meetings
Build leadership agendas and talking points from your agency's recorded performance.
Review commission evidence
Summarize matched statement exceptions and verified statement totals, with clear limits on what they prove.
Draft your next steps
Prepare emails, tasks, and meeting notes. Review, edit, and approve them for manual use.
Keep the conversation and its sources
Reopen private conversations with dated source links, so you can revisit the evidence behind an answer.
Evidence-based assistance. You stay in control.
Agency Assist AI reads agency-scoped information. It does not automatically send emails, execute tasks, or change agency records. Approvals mark drafts as ready for manual use. It flags unavailable evidence instead of treating it as proof of missing commissions.
Turn website visitors into inbound calls and outbound opportunities.
HUBivio Reach AI is part of your agency workspace. Manage Meta retargeting that encourages inbound calls and permission-to-contact form submissions. Your team handles the follow-up; a website visit alone does not identify a lead or give permission to contact them.
Website visit
Anonymous traffic
Meta retargeting
Encourages inbound calls
Permission to contact
Form submission captured
Consented Retargeting
When visitors consent on your website, they become a highly targeted Meta advertising audience.
Seamless Creative Selection
Select existing insurance creative you already know performs well for your agency.
Isolated Campaign Management
HUBivio launches a separate, distinct campaign that runs alongside your existing ad campaigns without interfering with them.
Conversion Exclusion
When the campaign's qualifying conversion signal is available, converted visitors can be excluded so the same offer is not repeatedly advertised to them.
Agency Control
You remain in total control of the messaging, the audience, and the campaign parameters.
Why HUBivio for Meta?
Guided Setup
Complex Meta configuration simplified into straightforward steps for insurance agencies.
Ownership Boundaries
Maintain strict boundaries between agency assets and third-party advertising tools.
Spending Checks
Built-in guardrails help monitor and manage your advertising spend effectively.
Measurement
Clear visibility into campaign spending and the qualifying conversion signals available from Meta.
Workflow Connection
PTC submissions can give agents a clear opportunity for timely follow-up.
HUBivio Reach AI FAQs
Reach AI turns website visits into a consented, retargeted Meta audience and routes permission-to-contact submissions back to your team for timely follow-up — all managed inside your agency workspace.
Connect HUBivio to the systems your agency already uses.
Extend your HUBivio workspace with compatible dialing systems, lead providers, CRMs, communication platforms, and other agency technology. We evaluate each connection around your systems, workflows, and operational goals.
Dialing & Call Systems
Compatibility and implementation are reviewed with your team during consultation.
01Lead Providers & Routing
Compatibility and implementation are reviewed with your team during consultation.
02CRM & Customer Data
Compatibility and implementation are reviewed with your team during consultation.
03Communication Platforms
Compatibility and implementation are reviewed with your team during consultation.
04
Anthony Caruso
Founder & CEO, HUBivio
From insurance agent to HUBivio founder
Anthony Caruso started his insurance career as an agent, speaking with consumers, writing policies, and building his book of business one client at a time.
He was the #1 captive WellCare agent in the nation in 2016, 2017, and 2018. In 2019, he started his own insurance agency, bringing his firsthand experience as an agent into agency ownership.
As an agency owner, his responsibilities expanded to recruiting, training, marketing, data mining, production tracking, commission reconciliation, building sales funnels, managing social media, and running retargeting funnels. He experienced firsthand how difficult it could be to run an agency across disconnected systems.
That experience became the foundation for HUBivio: an insurance agency management platform built around the operational challenges of running a real insurance organization. Today, Anthony's mission is to help independent agencies bring their operations together, gain clearer visibility into their business, and grow without losing control.
Agency experiences
Individual experiences shared by agency teams. Results vary by agency, data, and workflow.
The HUBivio platform has dramatically changed our operations due to its accuracy and user-friendly interface. It keeps our entire team accountable by providing real-time metrics on the agency's performance. It has been a total game changer for us. Thank you, HUBivio!
Freddy Palacios
President, Palace Insurance LLC
Automated commissions are a game changer. They cut our work from weeks to hours, from tracking renewals to running commission reports. Now, our commission team simply uploads and imports carrier reports, and the system does the rest!
Samantha S.
Commission Auditor, MediBenefits Group LLC
Transparent Pricing
Choose the plan that fits your agency, from Self-Service to the complete HUBivio platform with All Access.
HUBivio Self-Service
Owner included · start with one seat · scale when you choose
- Unified CRM & Client Management
- Policy Tracking & Management
- Product setup and management
- Agency Assist AI and team task assignments
- CRM and sales pipeline
- Team seats and role controls
- Branding and workspace configuration
- Content AI with review and export
- Marketing AI: Create and edit marketing content
- Supported SVG and PNG exports
HUBivio All Access
Includes up to 20 active users
- Full HUBivio platform access
- Up to 20 active users included
- Commissions, renewals, analytics, and workflows
- CRM, policies, team management, and configuration
- Marketing AI, Content AI, Agency Assist, and supported exports
- Additional active users at $39/month each after 20
Enterprise
For agencies with 50+ users or complex multi-office needs. Bring your people, workflows, and agency operations together with a solution built around your organization's needs.
Start BookingWhat an Enterprise plan covers
- Discuss your team size and office structure
- Review your CRM, reporting, and workflow needs
- Explore integration and data requirements
- Plan your organization's rollout
Why choose HUBivio?
One insurance agency workspace, transparent pricing, and configuration that adapts to how your team actually works.
One agency workspace
Keep clients, policies, commissions, renewals, documents, training, and team activity together.
Transparent pricing
Self-Service is $57.97 per user/month. All Access is $429/month for up to 20 users.
Insurance-specific
Support Medicare, health, life, final expense, benefits, commercial, P&C, and multi-line agencies.
Configurable to your agency
Adapt terminology, roles, commission structures, pipelines, and workflows as your organization grows.
Common Questions
Straightforward answers to the questions agency owners ask most often.
Self-Service is $57.97 per user per month with the owner seat included. All Access is $429 per month for up to 20 active users, then $39 per month for each additional active user. Billing is monthly with no annual commitment.
Still have questions?
Visit the main HUBivio site for full details, documentation, and support.
Contact the HUBivio Team
Have questions about fit, migration, or how HUBivio simplifies your agency's day? Complete the form below to connect directly with our team.
Start Booking
Fill out your details below to schedule your discovery session with the HUBivio team.
Sales & Inquiries
sales@hubivio.com
Discovery Meetings
acaruso@hubivio.com
Customer Support
support@hubivio.com
Headquarters
6709 Ridge Rd, Ste 303, Port Richey, FL 34668
Operating Hours
Mon – Fri · 9:00 AM – 6:00 PM EST
Fast Response
All inquiries answered within 1 business day
Ready to upgrade your operations?
See how HUBivio fits your agency's workflows before deciding. Use your discovery call to review the product, setup requirements, and questions with us.