Carriers and TPAs
- One Fully Integrated Ecosystem
- Agent Licensing and Portal
- Quoting and Enrollment
- Agent Licensing and Portal
- Automated Commissions
- Integrated and Automated Back Office
- ...so much more
Agencies and Call Centers
- Integrated Multi-Carrier CRM
- Multi-Carrier CRM
- Quoting and Enrollment
- Policy and Block Management
- Robust Automated Commissions
- Virtual Call Center
- ...much, much more!
Marketing Organizations
- Enterprise Recruiting Platform
- Multi Carrier Recruiting CRM
- Online Multi-Carrier Contracting
- Automated Internal Commissions
- Agent Tools
- Virtual Recruiting Call Center
- ...too much to list!
Our Capabilities and Customizable Mature Solutions Include

Platform
The INSURASALES Technology Platform consists of dozens of pre-built modules with over a decade of real world testing and refinement. This unique advantage enables you to deploy custom, stable and robust solutions in record time.

Infrastructure
- Modular Approach
- Private, Secure Databases
- Rapid Scalability
- Multi-Location Data Storage
- Fast Customization
- Much, Much More

CRM/AMS
- Lead Management
- Integrated Quoting and Enrollment
- Application Tracking
- Policy and Block Management
- Carrier Integrations
- Integrates with Commissions, Phone and More

Quoting
Run Robust Single or Multiple Company quotes using INSURAQUOTE,
the most robust quote engine in the insurance industry.
Show quotes in your CRM or your public website and jump
straight to Enrollment functions.
Quotes will automatically integrate with Licensing Modules to ensure proper
licenses and appointments are in place. Add upsell suggestions,
product bundles and more. Configure to show or hide competitions
rates, commissions expected and more.

Enrollment
- Seamless Enrollments
- Product Bundles
- Upsell Suggestions
- Carrier and State Intelligence
- Pushes Directly to Application and Policy Tracking

Commissions (INSURAPAY)
INSURAPAY is the world's most robust, configurable, accurate and automated insurance commision software. Configure unlimited hierarchies, levels, schedules and more on the fly with 100% accuracy. Complete automation is possible allowing pay cycles from real time to the period you choose.

Insurance Licensing (INSURAPPOINT)
- Manage and Track All Insurance Licenses
- All States and Territories Supported
- Track Carrier Appointments
- Integrates with Quoting and Enrollment

Carrier Documents
The INSURASALES platform warehouses most Carrier documents and keeps them up to date. This creates not only a simple search to find whatever you need, but intelligence to give the exact forms to the users at the time they need them in their workflow.

Application Management
Track policies from submission to Issue to and easily manage post submission requirements until the policy is Issued. Get real time statistics and know status of applications at all times.

Policy Management
Manage your block of business with complete status trail, sorting, and retention intelligence. Track every aspect of the policy life cycle, keep track of changes and interaction notes. Policy updates are automated from Commissions so knowing and optimizing your block is effortless. Use our field developed and tested Block Management and Retention tactics that integrate with our CRM and Phone Systems.

Soft Phone (INSURAPHONE)
Easy to use soft phone requires no hardware or software downloads. Connects to Virtual Call Center directly with full feature sets you would expect in a personal phone system.

Virtual Call Center (INSURACALLS)
Cloud based Call Center is scalable for the single user to the largest multi location call centers. Real time dashboards and robust reporting customizable to your exact needs.

Contracting Wizard
Take the headache out of Agent Contracting. Our Contracting Wizard connects single or multiple Carrier contracts into a simple user experience. Cuts 87% of the time to contract and 95% of the delays and pending requirement holds so agents can be selling in real time.

Contract Tracking
Track all contracts in all statuses in one place. Our Contract Tracking system gives real time statistics and simple workflows with automated communications and requirement uploads. manage any requirements with full automation and cloud based integration saving the majority of manual entry and needs for personal communications.

Back Office
Simple and easy to manage workflows, task and process management that stabilizes every aspect of your business. Make sure nothing gets missed, do things correctly every time and have easy oversight of every aspect of your business.

Private Social Networking
Keep your community close together and encourage community support with a private social network that you own and control. Get all the advantages of Social Networking but with the focus you choose rather than hosting amongst the distractions of the big platforms.

Provider Marketplace
Create a marketplace for Service Providers who can serve your group. Allow them to charge set prices or commission splits with fully integrated payment management.

Provider Pay
Provider Pay is a bridge between the INSURAPAY commissions system and the Provider Marketplace. It allows agents to split commissions with providers, send direct payments and more. Some are using this to replace traditional hierarchies.

Product Intelligence
INSURASALES maintains intelligence in all states and territories that integrates downstream to all technologies as soon as they are updated. This replaces the need for all clients to continuously look for updates and changes. We do it once and it serves all.

Carrier Intelligence
Like Product Intelligence, INSURASALES keeps specific intelligence with every supported Carrier. We keep up with all updates and changes and make updates that propagate to all of our systems for all clients.

Agent Websites (Coming SOON)
Fully robust and compliant websites for agents that come with a full set of features. These feature include quoting and enrollment, lead capture completely integrated with the INSURASELL CRM and all its features. Get a full and simple to use Content Management System, Social Media integrations and more.

White Label
Develop the exact solution you need in rapid time with your brand, look and feel. Because our modules are pre-built and easily customizable, we can deliver in lightning fast time what would otherwise take years of distractions, headaches and failures to get an inferior product delivered.

Partner
We are open for business and always looking for strategic relationships, partnerships or joint ventures. If your project budget is 7 figures or more, we welcome you to reach out to us.
What do you want to build?
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