Fieldtech
Fieldtech provides a unified SaaS agency management platform for life insurance agencies, consolidating recruiting, advisor performance, new business workflows, and production analytics. It primarily serves MassMutual career agencies and independent life insurance agencies, backed by NFP (an Aon company) and MassMutual.
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Fieldtech does
Fieldtech is a US-based SaaS company that provides a unified agency management platform purpose-built for life insurance agencies. Founded in 2022 as a joint venture between NFP (an Aon company) and MassMutual, the platform originated inside Lenox Advisors and consolidates recruiting pipelines, advisor performance tracking, new business case workflows, and production analytics into a single system organized into three modules: Reporting & New Business (real-time case tracking, workload balancing, auto-updated reports), Recruiting & Advisor Services (prospect-to-producer tracking, onboarding, leaderboards, time-to-first-case metrics, email campaign execution), and Client Service & AI Tools (AI-driven book analysis, at-risk policy alerts, touchpoint management, a mobile natural-language AI assistant for policy queries, and a MassMutual-compliant marketing library).
The company sells via a quote-based annual subscription with 'Request a demo' and 'Request More Information' CTAs as the primary conversion mechanism. Distribution combines direct enterprise sales — formalized by the March 2024 appointment of Wade Seward as Head of Sales and Business Development — with channel reach through its MassMutual technology partner status for career agencies and the NFP/Aon insurance client network. Its primary customer segment is MassMutual career agencies, with independent life insurance agencies as a secondary segment; named customers include Lenox Advisors (the originating firm) and the Greg McRoberts Agency.
The product is a vertically specialized alternative to generic CRM/spreadsheet stacks in life insurance distribution, with embedding of AI features into client service and reporting workflows. The company is privately held under its NFP/Aon joint venture structure, does not disclose revenue, and operates domestically in the United States.
Fieldtech firmographics
Firmographics- Name
- Fieldtech
- Legal name
- Fieldtech
- Website
- https://fieldtech.ai
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fieldtech provides a unified SaaS agency management platform for life insurance agencies, consolidating recruiting, advisor performance, new business workflows, and production analytics. It primarily serves MassMutual career agencies and independent life insurance agencies, backed by NFP (an Aon company) and MassMutual.
- Ownership category
- akta.pro rank
Fieldtech industry classification
Industry- Product category
- Insurance Agency Management Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL)
- akta.pro secondary industries
- Industry/Domain Analytics Solutions & Accelerators (BPAEAHAK), Data Platform (Unified Data & Analytics) Suites (HDAEABAD)
Keywords
Where Fieldtech is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Fieldtech business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Fieldtech operates as a SaaS platform providing agency management software to life insurance agencies on a subscription basis. The platform is offered as a technology solution with pricing that is quote-based, targeting agencies of various sizes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS platform for life insurance agencies |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Fieldtech product offering
Product offeringCore offering
Fieldtech provides a unified SaaS agency management platform purpose-built for life insurance agencies. It consolidates recruiting pipelines, advisor performance tracking, new business workflows, and production analytics into a single integrated system, with AI-driven tools for client service, at-risk policy alerts, and mobile natural-language policy queries.
Product overview
Fieldtech is a unified platform for life insurance agencies that combines recruiting pipelines, advisor performance tracking, new business workflows, and production metrics into a single integrated system. The platform consists of three interconnected modules: the Reporting & New Business Module for data-driven insights and case management, the Recruiting & Advisor Services Module for team growth and onboarding, and the Client Service & AI Tools Module for AI-powered client management and policy analysis. The platform was developed originally at Lenox Advisors and brought to market as a joint venture with NFP in 2022.
Differentiator
Problem solved
Functional benefit
Products and services
- Fieldtech Platform A unified agency management SaaS platform for life insurance agencies that combines recruiting pipelines, advisor performance tracking, new business workflows, and production metrics into a single integrated system, with built-in modules for reporting, recruiting/advisor services, and client service/AI tools.
Quantifiable outcome
- Industry-leading results in client value, retention, and advisor performance achieved by Lenox Advisors using the Fieldtech platform
Companies that use Fieldtech
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Fieldtech technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature4 records
Fieldtech partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- NFP (an Aon company)flagshipNFP, an Aon company, is the parent organization of Lenox Advisors and established the joint venture with Lenox to create Fieldtech in 2022. NFP recognized the value of the platform to other agencies and insurance clients and brought it to market as a joint venture. Fieldtech is described as 'backed by NFP, an Aon company.'
- MassMutualcoreFieldtech is a strategic MassMutual technology partner and joint venture. The platform was built specifically for MassMutual career agencies, with the company stating it was 'Born from over a decade of hands-on experience at one of MassMutual's top-performing firms.' The platform includes MassMutual-compliant marketing library functionality.
- Lenox AdvisorsflagshipLenox Advisors, a top financial services firm and NFP subsidiary, developed the comprehensive life insurance agency management platform. As Lenox refined the platform, they achieved industry-leading results in client value, retention, and advisor performance. NFP recognized its value and established a joint venture to bring it to market as Fieldtech in 2022.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Fieldtech competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: General-purpose CRM platform with a Financial Services Cloud offering for insurance and wealth advisors. Competes indirectly for agency CRM and client management use cases, with much broader portfolio but less insurance-specific workflow depth.
- Microsoft Dynamics 365: General-purpose enterprise CRM/ERP platform occasionally adopted by mid-market insurance agencies. Represents the broad alternative to vertical agency management platforms.
Direct peers
- Zywave: Insurance agency technology provider offering content, analytics, and agency management workflows. Comparable vertical focus on insurance agencies and overlapping CRM/analytics surface.
- ITC (Insurance Technologies Corp): Insurance agency management and marketing automation platform serving life and P&C carriers and agencies. Directly comparable in providing agency-facing workflow automation.
- EZLynx: Insurance agency technology platform providing rating, CRM, and agency management functionality. Competes for the same independent agency workflow consolidation that Fieldtech targets.
- Applied Systems: Largest U.S. insurance agency management software provider serving life, P&C, and benefits agencies. Directly competes for the same agency management workflows Fieldtech targets, with broader functional coverage and deeper carrier integrations.
- Vertafore: Major insurance agency management platform serving life and P&C agencies with AMS, rating, and carrier integrations. Directly comparable target customer and overlapping product surface area with Fieldtech.
Emerging players
- NowCerts: Insurance CRM and carrier-comparison platform targeting small to mid-size life insurance agencies. Niche vertical focus partially overlaps with Fieldtech, particularly for smaller independent agencies.
- Better Agency: Insurance CRM purpose-built for life insurance agents with recruiting, workflow, and reporting features. Smaller and emerging but competes head-on in the same vertical niche as Fieldtech.
- AgentCubed: Insurance CRM and lead management platform for life and health insurance producers. Overlaps in advisor onboarding, lead tracking, and workflow automation for insurance agents.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Fieldtech social profiles
Digital presenceFieldtech financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fieldtech leadership team
Management profileNumber of profiles
Profiles3 records
Fieldtech funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fieldtech M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fieldtech
What does Fieldtech do?
Fieldtech provides a unified SaaS agency management platform purpose-built for life insurance agencies. It consolidates recruiting pipelines, advisor performance tracking, new business workflows, and production analytics into a single integrated system, with AI-driven tools for client service, at-risk policy alerts, and mobile natural-language policy queries.
Is Fieldtech a public or private company?
Fieldtech is a private company. It is classified as corporate owned and is currently operating.
When was Fieldtech founded?
Fieldtech was founded in 2022. It employs 11 to 50 people.
Where is Fieldtech based?
Fieldtech is headquartered in New York, United States, in the North America region.
How does Fieldtech make money?
One revenue line is on record: saaS Platform Subscription.
Who are Fieldtech's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud and Microsoft Dynamics 365. Direct peers are Zywave, ITC (Insurance Technologies Corp), EZLynx, Applied Systems and Vertafore. Emerging players are NowCerts, Better Agency and AgentCubed.
Does Fieldtech have an API?
No public API is recorded for Fieldtech.
What industry is Fieldtech in?
Fieldtech's product category is Insurance Agency Management Software. Its primary akta.pro industry code is HDAEAFAL, Field Service CRM (Dispatch, Scheduling & Mobile Service), with a secondary code of BPAEAHAK, Industry/Domain Analytics Solutions & Accelerators. Its NAICS code is 54151 and its SIC code is 7370.