Agency Accel helps independent P&C agencies eliminate busywork,
boost sales, and grow faster — all through CRM and AMS
integration built by agents, for agents.
Only 7 Spots Available
(216) 645-0137
Created inside Ohio Ark Insurance and now ready to transform other independent agencies.
Time savings and automation drive real-world ROI within 90 days.
Powered by 15 automation campaigns and a live-tested Active Campaign + AMS integration.
Note: Only 10 independent agencies will be accepted into this early access program. As a beta member, you’ll receive hands-on setup, 15 custom automations, and a direct line to the development team.
Coming soon
We’ve seen agencies nearly triple their new business using AC-Powered automation.
SHAY HOWE (ACTIVECAMPAIGN CSO)
This is the missing puzzle piece for modern agencies.
Brent Sheppard (Xanatek CEO)
We created this system because we lived the
daily pain of running an agency without it.Toni & Alan Wesen
Reduce redundant data entry by
CRM automation improves conversion by up to
Cut process costs by
Built from 1,000s of hours of testing, refinement, and agency experience
Active Campaign
AMS Sync
Lead enters ActiveCampaign via web, form, calls, or referral
Active Campaign pushes Prospect data into XanatekConnect for quoting
Xanatek Connect Policy download triggers update in Active Campaign
Tags + Opportunity Stages activate campaigns (automated emails, tasks, SMS, etc.)
These are the exact sequences included in your pilot — already written, tested, and ready to launch. From lead follow-up to renewals and referrals, these campaigns run behind the scenes so you can focus on growing the agency.
Automated email/SMS to engage and quote leads
Text/email campaigns, task reminders, intro message
Detect product gaps and suggest upsell (e.g. "Has Auto, No Home")
30/10/5-day touchpoints to prevent lapses
Follow-ups for past quotes/lost clients (email/SMS nudge)
Ask happy clients for referrals after positive interaction
All of this runs inside a clean, easy-to-use interface, complete with a drag-and-drop sales pipeline that gives you full visibility into every lead, quote, and client touchpoint.
Toni and Alan Wesen are the agency owners behind Ohio Ark Insurance. After experiencing the inefficiencies of disconnected systems, they built Agency Accel to solve problems they faced daily — and now it’s ready to help others grow.
Full integration setup, all 15 automations, strategy sessions, and locked-in pricing.
Most agencies are live within 2–3 weeks.
Nope — we walk you and your team through it step-by-step.
Let’s automate your agency together.