Independent agents: build and scale on your terms | InsuraTec — The infrastructure behind today's fastest-growing agencies

InsuraTec helps you build an insurance agency while keeping your brand and independence, using a powerful platform, direct carrier workflows, and recruiting tools.

Industry challenge

What’s holding
agents back

  • 1
    Enterprise tools are financially out of reach

    CRMs, business intelligence, and recruiting systems cost thousands monthly—pricing out new agency owners.

  • 2
    Carrier contracts require production you don't have

    Direct carrier access demands significant annual production that new agencies can't hit.

  • 3
    Building infrastructure delays your launch

    Setting up systems, negotiating contracts, and establishing compliance takes months before recruiting.

  • 4
    You're competing with established IMO resources

    Recruiting agents means offering tools and support that match what large IMOs provide.

  • 5
    Growth means choosing ownership or capabilities

    Scaling requires either expensive infrastructure investment or selling to an IMO that takes your brand.

How we solve it


The infrastructure you need. The independence you want.

Independence without isolation

Build your agency with enterprise infrastructure. Direct carrier access and complete technology without capital investment or acquisition.

Life-first by design

Workflows built for life & health, not generic insurance. Every process reflects how final expenses and Medicare actually sell.

From tools to outcomes

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

Solutions

Recruiting and Contracting

Grow and activate your agent force with a seamless recruiting-to-onboarding workflow
Agent recruiting and retention

Agent recruiting and retention

Attract top candidates, nurture them smartly, and convert them into active agents — all from one recruiting dashboard.

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Agent contracting & licensing

Agent contracting & licensing

Monitor licenses, E&O, background checks, and CE in one dashboard — with automatic alerts before anything expires.

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Marketing and Products

Generate demand and move clients to issued policies seamlessly
Marketing & lead generation

Marketing & lead generation

Use pre-built content, automated drips, and conversion tracking to turn interest into appointments — without adding extra work.

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Proprietary insurance products

Proprietary insurance products

Built on our Co-Pilot e-app and Connect infrastructure for instant quotes, simplified underwriting, and fast policy issuance.

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Data and Operations

Run your agency smarter with connected operations and real data
Business intelligence

Business intelligence

See trends early, coach effectively, and make smarter growth decisions with analytics from every part of your business.

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Corporate operations & administration

Corporate operations & administration

Automate admin work, gain workflow visibility, and keep every department on the same data — from recruiting to commissions.

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Your Brand, Our Tech

Power your agency with modern tools under your own brand
Power your agency with modern tools under your own brand

Your brand, InsuraTec infrastructure

Give your agents modern tools — e-apps, funnels, client portals, analytics — all under your own logo, colors, and domain.

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Compliance Baseline

Keep every workflow compliant with built-in legal and security standards
Keep every workflow compliant with built-in legal and security standards

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

Some compliance checks live inside the system, but they support you quietly and never add extra steps.

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Skip the agency build. 
Work with us.

Sell more, stress less. We provide the platform, training, and back office.

Get started

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 agents ask us

Getting started is simple. Apply online or schedule an interview with an InsuraTec recruiter through our site to discuss InsuraTec’s available opportunities with trusted agency and IMOs. Once you are independently contracted, you’ll receive access to onboarding, contracting, and your personal agent dashboard. Set up is completely guided by our InsuraTec support team.

If you’ve applied through a job board, please give our recruiting teams time to review your application. If you’re trying to follow up or have questions throughout the interview process, reach out to info@insuratec.com. We’d be happy to assist.

No, you don’t need your license to apply. You will, however, need to obtain licensing before selling any policies. Your recruiter can explain this process during your interview, or email info@insuratec.com to discuss further.

InsuraTec offers options as part of a package or individual tech stack services. When you go all in, you’ll get access to a suite of tools for lead management, training, contracting, and real time business tracking, all in one platform.

We combine live mentorship with interactive online training modules to help you hit the ground running, whether you’re new to insurance or scaling your production.

Absolutely. We encourage every agent to grow into leadership, with built-in recruiting tools and scalable team management features powered by InsuraTec technology.