The all-in-one platform
for insurance agencies.
Close more policies, stay compliant, and scale your agency — with AI-powered tools built specifically for how insurance teams work.
No account needed to join · No credit card required · Setup in 48 hours
Built for how insurance agencies actually work.
Not a repurposed CRM. Every feature is designed specifically for insurance workflows, from first call to commission payout.
AI-Powered Call Cockpit
Real-time transcription, compliance alerts, and suggested questions — all while you're on the call. Your AI coach listens to every conversation and surfaces the insights that matter.
- Live transcription with speaker detection
- Compliance flag detection (replacement risk, disclosures)
- Suggested questions based on conversation context
- Auto-extraction of policy details and health info
Smart Contact Management
Track every lead from first contact to customer. AI-powered lead scoring tells you who to call first, and automated lifecycle messages keep prospects engaged without manual follow-up.
- AI lead scoring with explainable reasoning
- Complete interaction timeline (calls, emails, SMS, meetings)
- Automated lifecycle messaging (new lead, quote sent, follow-up)
- Stagnation detection to surface stuck leads
Application Pipeline
Submit, track, and manage carrier applications with full audit trails. Log external applications submitted via carrier portals and keep everything in one place.
- Track applications from draft to approved/declined
- Log external applications with confirmation numbers
- Full audit trail with timestamps and user attribution
- Carrier portal links and document attachments
Compliance Monitoring
Automatic replacement risk flagging, disclosure tracking, and policy review workflows. Stay compliant without the manual overhead.
- AI-powered replacement risk detection during calls
- Automated policy review scheduling and tracking
- Disclosure documentation and e-signature support
- Compliance status dashboard for managers
Commission Tracking
From projected to paid — full visibility into your team's earnings. Track advances, chargebacks, and payouts with complete transparency.
- Track commissions from issue to payout
- Commission advance calculations per rep
- Chargeback tracking and recovery management
- Real-time earnings dashboard for reps and managers
Rep Hub & Agency Branding
Every rep gets a professional landing page, digital business card, and email signature. Agencies can white-label the entire platform with custom branding.
- Customizable rep landing pages with booking links
- Digital business cards with QR code support
- Professional email signature generator
- Agency white-labeling (logo, colors, domain)
Playbook & Knowledge Base
Centralize your agency's SOPs, sales scripts, and compliance workflows. AI reviews your playbooks and suggests improvements based on top performer patterns.
- SOP and workflow documentation
- Sales script library with objection handling
- AI-powered playbook suggestions and improvements
- Global template library from InsureOS best practices
Enterprise intelligence. Built for the front lines.
InsureOS combines large language models, real-time integrations, and automated workflows so your reps sell — not manage software.
LLM-Powered Intelligence
- Real-time call transcription & summarization
- Lead scoring with AI-generated reasoning
- Compliance flag detection during live calls
- Pivot talking points to cross-sell verticals
Zero-Touch Workflows
- Lifecycle email & SMS triggered on status change
- Stagnation detection to surface stuck leads
- Auto follow-up task creation post-call
- Policy review flagging without manual input
Live Data Sync
- Google Calendar sync per rep, per contact
- Read-only external data — no overwrites
- Per-user OAuth so each rep owns their data
- Meeting history surfaced inside contact profiles
Real results from real agencies.
"InsureOS cut our application processing time in half and our compliance incidents went to zero."
Marcus T.
Agency Principal, Summit Life Group
"The call cockpit alone is worth it. My reps close faster because they never miss a compliance flag."
Renee L.
Sales Manager, Apex Insurance
"Finally a platform built for how insurance agencies actually operate. Not a CRM bolted together."
James O.
Platform Admin, NovaCare Group
Base platform fee + per-seat pricing.
Start small and scale as your team grows. No hidden fees, no long-term contracts.
Solo Sales Rep
Independent producer ready to scale
billed annually
- 1 seat included (you)
- AI Call Cockpit (10 hrs/mo)
- Contact management (500 contacts)
- Application pipeline
- Commission tracking
- Basic compliance monitoring
- Rep Hub (landing page + business card)
- Email communications
- Email support
Team Leader
Manage a team of producers
+ $40/seat/mo (billed annually)
billed annually
- Base includes 2 seats
- Everything in Solo, plus:
- Unlimited AI Call Cockpit hours
- Unlimited contacts
- Team management & lead assignment
- Team performance dashboards
- Knowledge base
- Playbook (SOPs & workflows)
- Google Calendar sync
- SMS & email communications
- Lifecycle automation
- Priority support
Agency Owner
Full-service agency operations
+ $32/seat/mo (billed annually)
billed annually
- Base includes 5 seats
- Everything in Team Leader, plus:
- Advanced compliance monitoring
- Audit logs & reporting
- Custom branding & white-label
- Role-based permissions (9 roles)
- Agency-wide analytics
- Dedicated account manager
- API access
- Priority support
Every feature, side by side.
See exactly what's included in each plan — no surprises.
| Feature | Solo Sales Rep | Team Leader | Agency Owner |
|---|---|---|---|
| Seats Included | 1 seat | 2 seats | 5 seats |
| Additional Seat Cost | N/A | $50/mo | $40/mo |
| Core Platform | |||
| AI Call Cockpit | 10 hrs/mo | Unlimited | Unlimited |
| Contact Management | 500 contacts | Unlimited | Unlimited |
| Application Pipeline | |||
| Commission Tracking | |||
| Lead Scoring (AI) | |||
| Compliance | |||
| Basic Compliance Monitoring | |||
| Advanced Replacement Risk Flagging | |||
| Policy Review Workflows | |||
| Disclosure Tracking | |||
| Team & Operations | |||
| Team Management | |||
| Lead Assignment & Distribution | |||
| Team Performance Dashboards | |||
| Custom Branding / White-Label | |||
| Role-Based Permissions (9 roles) | |||
| Agency-Wide Analytics | |||
| Knowledge & Playbook | |||
| Knowledge Base | |||
| Playbook (SOPs & Workflows) | |||
| AI Playbook Suggestions | |||
| Global Template Library | |||
| Rep Hub | |||
| Landing Page Builder | |||
| Digital Business Card | |||
| Email Signature Generator | |||
| Messaging Template Builder | |||
| Communications | |||
| Email Communications | |||
| SMS Communications | |||
| Lifecycle Automation | |||
| Stagnation Detection | |||
| AI Message Drafting | |||
| Integrations | |||
| Google Calendar Sync | |||
| API Access | |||
| VoIP / SIP Integration | |||
| Security & Reporting | |||
| Audit Logs | |||
| Advanced Reporting | |||
| SOC 2 Compliance Reports | |||
| Support & Onboarding | |||
| Email Support | |||
| Priority Support | |||
| Dedicated Account Manager | |||
| Standard Onboarding | |||
| Dedicated Onboarding Specialist | |||
Ready to transform your agency?
Book a 30-minute demo and we'll show you exactly how InsureOS works for your team.
- No setup fees. No long-term contracts.
- Onboarding in under 48 hours.
- Dedicated support for every agency.
- SOC 2-ready compliance tooling.