Agentivo: Insurance CRM
Close More Policies, Lose None
Free · In-App Purchases · Designed for iPad. Not verified for macOS.
Now on iPad! Native sidebar navigation, docked lead & renewal details, one-time pricing (no subscription) — built for Malaysian insurance agents.
Agentivo is the all-in-one CRM built for Malaysian insurance agents. Replace messy spreadsheets, scattered phone notes, and manual WhatsApp follow-ups with one system that helps you close more policies and never lose a renewal.
LEAD PIPELINE
Capture every prospect and move them from first contact to closed policy with a visual pipeline. Never let a warm lead go cold again.
RENEWAL TRACKING
See every upcoming renewal at a glance and get reminded before it lapses. Protect your book and your recurring commission.
COMMISSION & MDRT
Track your commission in real time and watch your progress toward MDRT, COT, and TOT with a live simulator. Always know exactly where you stand.
AI TOOLS
Generate professional needs-analysis summaries, plain-language policy explainers, and ready-to-send WhatsApp captions in seconds. AI tools are open to every user and metered by AI credits.
DIGITAL PROFILE
Share a personal profile link and QR code that captures leads straight into your pipeline.
TEAM TOOLS (for leaders)
Run your agency with a live team dashboard, leaderboard, broadcast messaging, and one-tap PDF reports.
PAY ONCE, NO SUBSCRIPTION
Download free with 50 leads, renewals, commission tracking, and 10 monthly AI credits. Unlock more with one-time purchases:
- Pro Unlock - RM99 once: unlimited leads, MDRT, WhatsApp automation, referrals.
- Team Unlock - RM299 once: all team leader tools.
- AI Credits - RM9.90 for 40 credits, optional top-up.
No recurring fees, ever.
Built mobile-first for agents in the field, with Face ID / Touch ID app lock to protect your client data.
Agentivo is a productivity tool for licensed insurance agents. It is not an insurance company and does not sell policies, provide financial advice, or process claims.
----------
Terms of Use (EULA): https://agentivo.my/terms
Privacy Policy: https://agentivo.my/privacy-policy
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Agentivo now runs natively on iPad — a real sidebar-based experience, not just a stretched iPhone layout.
- New sidebar navigation for Home, Leads, Renewals, Earnings and More on iPad
- Leads and Renewals now open a docked detail panel next to the Kanban board, so you can browse and review at the same time
- Dashboard, Commission and MDRT screens adapt their layout to the larger screen
- General polish and reliability improvements
The developer, Baloot MY Digital Agency, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Contact Info
- User Content
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Baloot MY Digital Agency
- Size
- 16.3 MB
- Category
- Business
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- In-App Purchases
Yes
- 40 AI Credits RM9.90
- Pro Unlock RM99.00
- Team Unlock RM299.00
- Copyright
- © 2026 AgentivoMY