Stockyard for Insurance Agents

Agency management tools

Client records, commission tracking, pipeline management, expenses, follow-up emails, renewals, and compliance logs.

After starting your trial, install on your computer:

Stockyard runs on desktops and laptops. To install, open this page on your Mac, Windows, or Linux computer.
Download for Mac macOS 11+ · Universal
Download for Windows Windows 10/11 · 64-bit
Download for Linux .tar.gz · Any distro
Advanced: install via terminal instead 
curl -fsSL https://stockyard.dev/for/insurance-agent/install.sh | sh
7 tools included
Dossier dashboard mockup
Dossier
Contact records and directory
Billfold dashboard mockup
Billfold
Invoicing and payments
Roundup dashboard mockup
Roundup
Job and task tracking
Steward dashboard mockup
Steward
Expense and income tracking
Pony Express dashboard mockup
Pony Express
Email delivery
Sundial dashboard mockup
Sundial
Scheduling and calendar
Deposition dashboard mockup
Deposition
Audit trail and compliance logs
What it replaces

AgencyZoom ($75/mo) · HawkSoft ($40/mo)

That's typically $40-75/mo in SaaS fees.

This bundle: $7.99/mo. Self-hosted. Yours forever.

14 days free
Then $7.99/mo. Cancel anytime. Your data stays no matter what.
Start 14-Day Trial

Credit card required. $0 charged today. Full access, no limits.

Every tool is a single binary with an embedded SQLite database. No cloud. No external dependencies. Your data stays on your hardware. Browse all 164 tools or see all bundles.