Pipeline tracking, renewal alerts, cross-sell intelligence, and referral management. FallonOS keeps your agency running while you focus on what you do best — taking care of your clients.
Purpose-built for how independent agents actually work — not a generic CRM with insurance bolted on.
Every lead, quote, and bound policy in one Kanban view. Drag clients between stages. See exactly where each prospect stands and what needs your attention next. No spreadsheets. No guessing.
Automated alerts before policies expire so no renewal slips through the cracks. See what's coming up this week, this month, and this quarter — all in one dashboard.
Track where your referrals come from — real estate agents, mortgage brokers, existing clients. See which relationships produce the most business and nurture the ones that matter.
A home client who needs umbrella coverage. An auto client who just bought a rental property. FallonOS spots coverage gaps and surfaces opportunities you'd otherwise miss.
No training manuals. No IT department. Just open it and go.
All your leads, quotes, and bound policies are right there. Add a new prospect in seconds. Drag and drop to update stages.
FallonOS tracks last contact dates and policy expirations. You'll see what needs attention today — before clients have to remind you.
See your pipeline value at a glance. Know which product lines are growing. Spot cross-sell opportunities across your book of business.
Fallon Insurance is licensed and writing policies across the upper Midwest. Whether you're in downtown Minneapolis or rural Wisconsin, we've got you covered.
FallonOS is the back office your agency deserves. Start tracking your pipeline today — it takes less than a minute.