Fat Agent

Name: Fat Agent
Price: 50 USD

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Score6.0

Rank#10 of 27

From$50/mo

Free planNo

Runs onAPI, iOS, Web

Summary

Fat Agent is ranked #10 of 27 in insurance CRM software on Everything Xiaomi. It runs on API, iOS, Web. There is no free plan. Paid plans start at $50/mo.

Fat Agent plans and pricing

All plans

AMS — P&C $50/mo $50/mo Policy management · commission downloads · claims-related data access fatagent.com · 1 Oct 2026

Agency Website $50/mo $50/mo + setup Custom branded site · quote widgets · booking · chat · setup fee covers build time fatagent.com · 1 Oct 2026

Additional Users $50/mo $50/user /mo Organization seat · optional Pattie seat · optional phone line fatagent.com · 1 Oct 2026

AMS — Life & Health $50/mo $50/mo Policy management · pending case status · daily commissions fatagent.com · 1 Oct 2026

Phone & SMS $50/mo $50/line /mo Local number · included minutes and SMS · voice and two-way SMS fatagent.com · 1 Oct 2026

Pattie Intelligence Platform $100/mo $100/mo org; $50/user /mo additional agents Usage-based AI capacity (limits apply) · org knowledge base · web chat when enabled fatagent.com · 1 Oct 2026

Compared on insurance CRM software

Free plan: Nofatagent.com
Sales pipelines: Yesfatagent.com
Renewal tracking: Yesfatagent.com
Agent management: Yesfatagent.com
Email automation: Yesfatagent.com
Mobile apps: Yesfatagent.com

Facts

Product scope: Fat Agent describes itself as an insurance operating system combining CRM, AMS, commissions, AI, web chat, phone and SMS, booking, mobile app, quote engine, quote widgets, websites, and funnels.fatagent.com · 1 Oct 2026
Target users: The platform is built for independent insurance agencies handling property and casualty, life and health, or both.fatagent.com · 1 Oct 2026
CRM workflow: Its CRM connects one customer profile across leads, quotes, applications, policies, service, calls, SMS, appointments, follow-up, and tasks.fatagent.com · 1 Oct 2026
Insurance quoting: The quote engine supports life, auto, home, renters, condo, landlord, annuities, long-term care, disability, and other products from one customer profile.fatagent.com · 1 Oct 2026
Pattie AI: Pattie provides Chat, CSR, Closer, Quoter, Underwriter, and Support AI capabilities for web chat, qualifying, quoting, drafting, underwriting expertise, and product help.fatagent.com · 1 Oct 2026
Communications: Phone and SMS features keep calls and two-way text conversations attached to CRM records, with desktop and mobile continuity.fatagent.com · 1 Oct 2026
Mobile support: The mobile app is for iPhone and lets agents manage leads, call clients, send and receive SMS, review conversation history, and access appointments and notes.fatagent.com · 1 Oct 2026
Carrier integrations: Fat Agent says it has connections with Liberty Mutual, Nationwide, Assurant, Allianz, Branch, and Clearcover.fatagent.com · 1 Oct 2026
Data integrations: Fat Agent IDX accepts policy, commission, and pending-case data through API, SFTP, or webhook, with XML, AL3, or JSON in batch or real time.fatagent.com · 1 Oct 2026
Security workflow: The IDX page describes SFTP as a secure file-transfer workflow and says Fat Agent routes data to the correct producer accounts using agency and producer codes.fatagent.com · 1 Oct 2026
Compliance records: The AMS page says agencies can keep licensing, contracting, and audit-friendly records organized with their other agency data.fatagent.com · 1 Oct 2026
Support: Pattie Support is described as showing users how to use Fat Agent.fatagent.com · 1 Oct 2026
Notable limitation: Pattie pricing states that AI capacity is usage-based and limits apply.fatagent.com · 1 Oct 2026
Application limitation: Fat Ticket Part 1 is live, while Part 2 health questions are described as coming in a future release.fatagent.com · 1 Oct 2026
Company background: Fat Agent says it was built inside Insurance Geek and tested by that agency in production for over 20 years of insurance operations.fatagent.com · 1 Oct 2026