Agency Elephant

What Agency Elephant does

Agency Elephant is a privately held, US-focused SaaS company that provides a sales automation and multi-touch marketing platform purpose-built for independent insurance agencies. The platform consolidates SMS texting, ringless voicemail, email automation, an integrated VOIP phone system, automated pipelines, a booking calendar, contact management, messaging templates, a power dialer, custom forms (Elephorms), and an Open API into a single dashboard, augmented by a library of 50+ pre-built, insurance-specific drip campaigns and a specialized X Date Automation Engine that recycles past unclosed opportunities.

The company sells through a hybrid go-to-market model: self-serve signup for small agencies on Basic ($149/month) and Pro ($199/month) annual subscription tiers, consultative direct sales for large organizations and aggregators on Enterprise contracts, and a nationwide network of independent sales professionals earning a 35% commission on mid-market deals. Its distribution is geographically limited to the United States, and its customer base is composed entirely of independent insurance agencies and their staff — a fragmented SMB segment with cross-sell, renewal, review-generation, and follow-up workflows that the platform automates. The team is headquartered in Rapid City, South Dakota, and the company operates as a CCPA-compliant service provider.

Founded in 2010 by insurance agents, Agency Elephant has operated continuously for over a decade with 11-50 employees and no disclosed external funding, M&A, or institutional investors. Revenue is not publicly disclosed. The business is founder-controlled and bootstrapped, with growth driven by product feature expansion, tiered pricing, and a distributed sales affiliate channel rather than venture capital scaling.

Name

Agency Elephant

Legal name

Agency Elephant

Website

https://agencyelephant.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Agency Elephant is a US-focused SaaS platform that provides sales automation and multi-channel communication tools — SMS, ringless voicemail, email, VOIP, and automated pipelines — built specifically for independent insurance agencies, sold via subscription tiers and a nationwide independent sales network.

Ownership category

akta.pro rank

Product category

Insurance Agency Automation Software

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Marketing Automation Platforms & Services (BPAFAFAC)

akta.pro secondary industries

iPaaS & Workflow Automation (BPAMAOAB), Integration-Centric Low-Code (Workflow + iPaaS) (HDAEAKAC)

Keywords

• Insurance agency automation
• Sales automation software
• Marketing automation platform
• Customer communication management
• Ringless voicemail marketing

Headquarters

HQ city

Rapid City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (Basic Tier): Monthly subscription at $149/month with annual contract. Includes 5 user seats, SMS/RVM/Email drips, Ringless Voicemail, Automated Pipelines, Contact Manager, Tasks, Automated Calendars, Open API Integration, Advanced Campaigns, X Date Campaigns, Dialer, Advanced Phones, Elephorms, 1 phone number per user, 3500 credits per month with 7500 cap, and 5k contacts.
2. SaaS Subscription (Pro Tier): Monthly subscription at $199/month with annual contract. Includes all Basic features plus Advanced Phones with multiple phone numbers per user, 7500 credits per month with 10k cap, and 10k contacts. Higher seat limits and credit allocations for growing agencies.
3. Enterprise Custom Pricing: Custom packages and pricing for large organizations, aggregators, or companies deploying Agency Elephant across the organization. Contact sales for custom quotes based on organizational needs.
4. Faststart Services: One-time onboarding and setup services that must be used within 60 days of purchase and 30 days of service commencement. Non-refundable service fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Agency Elephant provides an all-in-one SaaS sales and service automation platform built specifically for independent insurance agencies. The platform centralizes client communications across SMS, email, ringless voicemail, and VOIP, and ships with 50+ pre-built, plug-and-play drip campaigns that automate follow-ups, cross-selling, renewals, and review generation without agencies needing to integrate multiple single-feature tools.

Product overview

Agency Elephant is a single unified SaaS platform offering sales automation and multi-touch marketing software for independent insurance agencies. The platform combines multiple communication and automation tools into one integrated system: built-for-you campaigns (50+ pre-built drip sequences), SMS texting, ringless voicemail, email automation, an included VOIP phone system with call menus, automated pipelines with X Date automation for missed opportunities, a booking calendar, contact manager, customizable messaging templates, tasks, a dialer, and Elephorms for data collection. The platform operates on three pricing tiers—Basic ($149/month), Pro ($199/month), and Enterprise (custom)—with an Open API integration available on all plans. The 'Built For You' framework is the core differentiator, providing over 50 plug-and-play campaigns that require no setup downtime, complemented by the X Date Automation Engine that recycles unclosed opportunities from the past.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Elephant Platform Comprehensive sales and service automation SaaS for independent insurance agencies that centralizes client communications across SMS, email, ringless voicemail, and VOIP, automates follow-ups, manages pipelines, and provides multi-channel outreach with an integrated contact manager, booking calendar, dialer, forms, and open API.
• Faststart Services

Quantifiable outcome

• Touch clients more than 7 times per year through automated communications
• +4 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature13 records

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mailchimp: Established marketing automation platform with email, SMS, and CRM-lite features aimed at SMBs. It competes with Agency Elephant in the multi-channel automation category but lacks the deeply insurance-specific workflows and VOIP/RVM capabilities.
• Vertafore: Major insurance industry software provider of agency management, CRM, and workflow tools. It competes for the same IT spend among independent agencies and offers communication/marketing-adjacent features inside a broader AMS suite.
• Salesforce (Marketing Cloud / Sales Cloud): Enterprise CRM and marketing automation incumbent with omni-channel campaign management, automation, and telephony integrations. Competes for larger agencies/aggregators that Agency Elephant targets through its Enterprise tier.
• HubSpot: Broad incumbent CRM and marketing automation platform offering SMS, email, workflows, and pipeline management — overlapping with Agency Elephant's automation/multi-channel stack at a horizontal level, though without insurance-specific pre-built campaigns.

Direct peers

• EZLynx (Applied Systems): Insurance-agency-centric platform offering rating, agency management, and consumer-quoting tools. It overlaps Agency Elephant's vertical customer base (independent insurance agencies) and competes for the same technology budget, particularly with agency automation/communication modules.
• Podium: Customer communication platform for SMBs combining messaging, reviews, and contact management. Comparable in multi-channel messaging + review-generation positioning to Agency Elephant, particularly relevant for lead conversion and Google review automation.
• Birdeye: Reputation and customer experience platform with messaging, reviews, and workflow automation for SMBs. Direct overlap on Google review generation, multi-channel outreach, and customer communication — a key pillar of Agency Elephant's value proposition.
• Keap (Infusionsoft): SMB CRM and sales/marketing automation SaaS targeted at small businesses and solo operators — comparable subscription tier, automation focus, and inside-sales GTM pattern to Agency Elephant's Basic/Pro offering.
• ActiveCampaign: SMB-focused marketing automation and CRM platform providing email, SMS, and automated workflows on a subscription SaaS model — directly comparable in target customer (SMBs needing automation) and core feature set (drip campaigns, contact management, sales automation).

Others

• Twilio: Cloud communications platform providing SMS, voice, and voicemail APIs. Although infrastructure rather than end-user SaaS, Twilio underpins the telecom stack similar to what Agency Elephant delivers to insurance agencies, making it a relevant ecosystem/competitor at the capability layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/InsurnceAutomte
• YouTubeyoutube.com/channel/UC4HBc49ECkkaz2ru_LFthvw
• Facebookfacebook.com/100063582880968
• LinkedInlinkedin.com/company/agency-elephant
• Instagraminstagram.com/agency_elephant

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Elephant