The operating system
for the modern agency.
Sales, commissions, coaching, training, hiring, PTO — every workflow of a high-performing insurance agency, unified in one composed workspace.
Every part of your agency,
connected.
Owners, admins, employees, and assistants each get a portal engineered for their day, with a single source of truth for numbers, coaching, and people.
Sales & Reports
Live KPI dashboards, annual goal matrix, filterable reports, product-mix charts.
Commission Engine
Fully custom rules — flat, %, tiered, product overrides, bonuses, chargebacks.
Motivational AI Coach
Every agent names their own assistant. Daily nudges tied to real goal progress.
Hiring Pipeline
Kanban candidate pipeline and lead pipeline with strict privacy formatting.
Recognition
Live leaderboards, Employee of the Week, auto-awarded milestones, contests.
Time & Attendance
Clock-in/out tracking, PTO requests, and shift coverage, all synced to payroll automatically.
Why Agencies Choose 360 AI BCC
Stop juggling a dozen tools and logins — see why growing agencies are switching to one AI-powered command center.
One Dashboard, Not a Dozen Logins
Replace scattered spreadsheets, CRMs, and payroll tools with a single AI-powered command center.
Automated Follow-Ups
AI handles the busywork so leads and tasks never fall through the cracks.
Real-Time AI Insights
Make decisions backed by live data instead of guesswork.
Built to Scale
Whether you're a solo entrepreneur or leading a growing team, the platform grows with you.
Work Smarter, Not Harder
Cut admin overhead and free up hours to focus on selling and coaching.
You Own Your System
A client-owned platform and database, not just another rented seat license.
FIND OUT WHY YOU NEED TO 360 YOUR BUSINESS
One flat setup.
No seat games.
Pick the plan that fits your agency. Ship it Monday.
No recurring fees.
Your general ledger accounting system, workflow automations, and always-current Claude.
- General ledger accounting system
- COMP_RECAP, deduction, payroll, bank & CC parsing
- Automated P&L, Balance Sheet & GL production
- Gmail to Google Drive source doc automation
- Wiki & System Map
- Playbook & Guide
- Document Library
- HR & People foundation
- Client-owned webapp, database & Claude context
- 30 days of post-handoff support
No recurring fees.
Everything in Base, plus a 10-module team operations suite.
- Time Tracking
- Sales Activity
- Scoreboard
- PTO
- Handbook
- Benefits
- Personnel Files
- Licenses
- Milestones
- Emergency Contacts
No recurring fees.
Everything in Premium, plus a SuperDuper advanced operations suite.
- Policy Pipeline
- Producer Performance
- Comp Preview
- Comp Plans
- Pay Period Close
- Rankings
- Recoup Queue
- Offices
Billed monthly, cancel anytime
Training sessions and access to the AI demo portal for your team.
- Live training sessions for your team
- AI demo portal access
- Hands-on onboarding support
- Best-practice coaching walkthroughs
- Q&A and ongoing training resources
- Multiple commissions structures supported
Take the playbook home.
A field guide for agency owners who want to run smarter with AI — without losing the human touch that built the business.
Alyssa Holloway has owned and operated insurance agencies since 2019. Like many agency owners, she was constantly searching for smarter ways to lead her team, improve operations, and create a better customer experience — all while keeping production high.
That search wasn't theoretical. Alyssa has consistently ranked in the top 1% of the company, led multiple offices, and built a proven track record she can back up with real numbers. Every system inside 360 AI BCC was developed and pressure-tested inside a live operating agency, not a lab.
Long before launching 360 AI BCC, she refined her skill set inside Fortune 500-caliber operations and high-volume sales environments. She learned how to consolidate vendors, optimize procurement, reduce costs, improve operational performance, and scale teams without losing the personal touch that wins customers.
For more than three years, Alyssa has integrated AI into nearly every part of her agency — testing ideas, refining workflows, and building systems that solve real operational challenges. Every process has been developed inside a real business, proving what delivers results and what doesn't.
Today, through 360 AI BCC, she's helping insurance agencies and small businesses implement AI with structured workflows, practical processes, and human guidance that simplify operations, empower teams, and help owners confidently adopt AI in their businesses.
Technology should simplify your business, not complicate it. That's why we built 360 AI BCC.
Ready to command your agency?
Set up your agency in minutes. Roll out to your team the same day.