Frequently asked questions

InsuraTec is a technology-driven insurance infrastructure business management platform built for agents, agencies, IMOs, and carriers. We streamline recruiting, contracting, training, compliance, and data management all in one connected ecosystem designed to make growth faster and more efficient without losing touch with the people-side of the insurance sector.

We’re a blend of both. InsuraTec combines the foundation of an IMO with the flexibility and innovation of a technology company. You stay independent while gaining access to a scalable system that supports every stage of your business.

We saw how slow, outdated systems were holding back insurance professionals. InsuraTec was built to simplify the business, helping agents and agencies grow faster with tools that enhance independence instead of limiting it.

It’s the 21st century, but many businesses are still sharpening pencils and filling out paperwork instead of streamlining production. InsuraTec flips the script by automating administration, simplifying compliance, and giving everyone visibility into performance at every level. We do the tech lift so your company can invest in the new insurance technology revolution without the labor burden or associated start up costs. It’s that simple.

InsuraTec is designed for all levels of distribution from individual agents to national networks in the US and adapts to your structure instead of forcing you into ours. You’ve worked hard to build your business. We have no interest in taking away from that achievement.

Yes. InsuraTec was founded by insurance professionals who have experienced the challenges of traditional IMOs firsthand and built their own successful insurance marketing organizations that break the mold while still keeping production levels high. Their goal was to build a modern infrastructure that makes growth accessible, transparent, and technology-driven without losing that human touch.

Yes. We partner with leading life and health carriers across the country, giving agents and agencies immediate access to competitive products and trusted contracts.

Start with a discovery call with our recruiting team. You'll learn how to launch your business, access training, and plug into systems that make onboarding and selling efficient from day one.

You’ll maintain your brand, client relationships, and carrier contracts while gaining the back-end systems and tools needed to scale. InsuraTec automates contracting, recruiting, reporting, and compliance, so you can focus on production and leadership.

Yes. Our infrastructure can be fully customized to reflect your brand. You can manage multiple agencies, centralize reporting, and onboard your entire network within your own branded environment.

Carriers gain direct access to licensed, verified agents and agencies through a secure, compliant platform. This streamlines contracting, increases visibility, and accelerates United States distribution.

InsuraTec was designed to scale with you. Whether you’re an individual agent or managing a large organization, our systems adapt to your growth.

You don’t need to switch immediately. Many agencies start by exploring specific features and transitioning gradually. We’ll help you create a migration plan that’s seamless and risk-free.

Yes. You can start with one area like recruiting, reporting, or compliance and expand as you experience the benefits firsthand.

Our team evaluates your business model, goals, and existing tools to recommend a setup that aligns with where you are now and where you want to grow next.

Once you join, our onboarding team helps set up your systems, carrier contracting, and integrations. You'll get guided support to ensure a smooth transition without interrupting your current business.

Individual agents can be set up with carrier contracts and the resources they need to start writing business in days while larger organizations requiring more structural setup can be live within two to four weeks.

Everything is managed digitally. Our systems automate contracting paperwork, licensing validation, and compliance oversight to save time and reduce errors.

Yes. You retain ownership of your brand and data. InsuraTec integrates with your existing tools so you can continue running your business your way.

You’ll gain access to integrated systems that handle recruiting, training, analytics, contracting, reporting, and compliance tracking all connected for maximum efficiency.

You can integrate your existing CRM and marketing tools. InsuraTec is designed to work alongside what you already use.

We use encryption, multi-factor authentication, and continuous monitoring to secure your data and maintain full compliance with industry standards.

You will receive a dedicated account manager and access to ongoing training, platform updates, and live support for both technical and operational needs.

Agencies and agents often report faster onboarding, stronger retention, better recruiting efficiency, and increased transparency across their teams.

By automating the repetitive parts of your business, you gain time to focus on people, production, and growth. Our systems make it easier to recruit, manage, and scale without losing visibility.

Yes. We offer continuous training and coaching for agents, agency leaders, and larger companies covering everything from sales to leadership development.

Our compliance architecture includes real-time license validation, audit trails, and fraud-detection protocols to protect every layer of your business.

Yes. We regularly share case studies, growth results, and testimonials during discovery sessions to show how InsuraTec impacts real agencies and agents.

Carriers and IMOs consistently note faster onboarding, improved compliance accuracy, and greater performance transparency after integrating with InsuraTec.

You can request a demo directly through our website. Our team will walk you through the system and help you find the best setup for your goals.

Reach out through our contact page or schedule a discovery call. You’ll be connected with a specialist who understands your type of business.

With existing carrier integrations in place, most agencies are live within a few weeks.

You’ll have a dedicated account manager who oversees your onboarding and supports your ongoing success.

Once your onboarding is complete, you’ll receive access to your systems, carrier connections, and training resources ready to grow your business with full support behind you.