Scale your agency without surrendering your independence

From logins and spreadsheets to one flow: InsuraTec connects carriers, streamlines underwriting, and gives life & health agencies a simple daily plan.

Industry challenge

What’s holding
agencies back

  • 1
    Fragmented systems create operational chaos

    Agencies juggle disconnected carrier portals, CRMs, recruiting tools, and compliance spreadsheets.

  • 2
    Agent productivity suffers without structure

    New agents struggle to ramp up and experienced agents plateau without integrated support.

  • 3
    Recruiting takes too long and costs too much

    Manual processes turn recruiting into a months-long bottleneck.

  • 4
    Compliance gaps expose you to regulatory risk

    Tracking licenses and renewals across spreadsheets means things fall through the cracks.

  • 5
    Client retention happens by accident, not by design

    Without automated workflows, retention depends on individual agent initiative.

How we solve it


The infrastructure you need. The independence you want.

Independence without isolation

Keep your brand; borrow our infrastructure. Direct carrier access and enterprise tech without selling your agency.

Life-first by design

Workflows built for life & health, not generic software. Every process reflects how life insurance actually sells.

From tools to outcomes

More policies issued, steadier recruiting, cleaner operations. Success measured by your growth, not feature lists.

Solutions

Recruiting and Contracting

Scale your team with automated recruiting and instant agent activation
Agent recruiting and retention

Agent recruiting and retention

Attract top candidates, nurture them efficiently, and activate agents faster — all from one recruiting dashboard.

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Agent contracting & licensing

Agent contracting & licensing

Track licenses, E&O, background checks, and CE across your entire team — with automatic alerts before renewals.

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Marketing and Products

Keep pipelines full and differentiate with exclusive products
Marketing & lead generation

Marketing & lead generation

Automate campaigns, distribute leads, and track ROI to keep agents productive — without manual pipeline management.

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Proprietary insurance products

Proprietary insurance products

Offer InsuraTec branded products competitors can't access — built for instant quotes and simplified underwriting.

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Data and Operations

Run your agency with unified systems and real-time visibility
Business intelligence

Business intelligence

Track production, persistency, and agent performance across your organization with real-time dashboards.

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Corporate operations & administration

Corporate operations & administration

Centralize team management, permissions, and compliance tracking — keeping all departments aligned on one platform.

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Your Brand, Our Tech

Present enterprise infrastructure under your own brand
Present enterprise infrastructure under your own brand

Your brand, InsuraTec infrastructure

Deliver modern tools to agents and clients — CRM, portals, analytics — all branded with your logo and domain.

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Compliance Baseline

Compliance built into every workflow, not bolted on
Compliance built into every workflow, not bolted on

Not a product — a standard

Legal & compliance isn't a standalone tool. It's the baseline everything in InsuraTec is built on.

Compliance in every workflow

Every step, from recruiting to contracting, stays compliant automatically.

Invisible tools that keep you safe

Compliance checks work behind the scenes, supporting you without adding extra steps.

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Your vision, our expertise

Book a consultation and discover how InsuraTec can help you scale smarter, faster, and with confidence.

Onboarding made simple

Get agents activated in days, not weeks.

Stronger compliance, less risk

Built-in logic ensures accuracy and confidence.

Direct carrier access solution

Seamless direct access without third-party hurdles.

Trusted by leading insurance carriers

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FAQ

What agencies ask us

We provide agencies with a connected tech infrastructure including onboarding and compliance automation to marketing tools and performance dashboards so you can focus on building your business, not managing systems.

Yes. You stay in control of your brand and data. Our platform integrates directly with your CRM, giving you the power of InsuraTec’s tech without losing your identity.

Yes. Agencies get access to proven recruiting systems, customisable marketing materials, and digital lead tools that make growth predictable.