Records management for insurance agencies

Connecting Pace & Execution

Cloud-based records management software developed specifically for insurance professions.

30-day trial Unlimited users No credit card required
Since 2015
Proven & refined
By agents
Built for agents
All lines
Every line of service
Any device
Cloud-synced

Why agencies choose Connect

Everything your agency needs, in one place

Developed in 2015, ConnectBonusSystem is a cloud-based application built specifically to help insurance agents manage their business — tracking activity, setting a pace for success, and emphasizing sales across every line of service. Our goal is to help you help more people in more ways.

Everything Agency

Production Reports, Activity Tracking, ROI Reporting, Individual and Team Bonuses & more.

Cloud-Based

Developed in the cloud, so access is available on any device and data is automatically synced everywhere you sign in.

Connect With Peers

Connect and compete with other agencies. Friendly competition inspires a mutual desire to learn and improve together.

See it in action

A guided tour of Connect

Watch how agencies track activity, keep pace with their goals, and pay out bonuses — all in one place.

Watch the full tour

Loved by agents

What people are saying

★★★★★

Connect Bonus is awesome! I have been using version one when it was still under development since 2013 and in Excel format. Since then it has continued to improve and update with so many new features and options — and BTW, the customer service and support is next level!

JY
Jonathan YuAgent
★★★★★

Have been using the Connect Bonus System for years — a professional, easy to use and highly customizable platform. The support has always been prompt, accurate and consultative. Would highly recommend for all agents, especially those managing their team's bonuses without a professional system.

CW
Chris WinkelmannAgent
★★★★★

Connect Bonus System is it! As a team member, my agent used Connect to help me stay on track, meet my goals and stay motivated. It's one of the best tools I use in my agency — user friendly, developed by agents for agents!

SR
Steve RiderAgent
★★★★★

Connect Bonus takes the guesswork out of commission payments for team members. Each member enters their own information, supervisors double-check on the back end, and everything is very customizable. I've used it for 7 years and could not imagine my agency without it.

EM
Eric MayerAgent

Simple pricing

One plan. Everything included.

No tiers, no per-seat surprises — one straightforward price for the whole agency.

$199 one-time setup
$69/mo
  • Per-agency access
  • Unlimited users
  • Free updates
  • Support included
Start your 30-day trial
No credit card required

Get started

Start your free 30-day trial

Set up your agency in minutes. Watch your email for next steps — and be sure to allow messages from register@connectbonussystem.com.

Full access Unlimited users No credit card required

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