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Corporate operations & administration

InsuraTec’s admin infrastructure centralizes team management, automates insurance compliance tracking, and controls access across your organization, giving you enterprise oversight all under your brand.

User and hierarchy management

Permission and access control

Compliance tracking and oversight

THE CHALLENGE

Your operations run on spreadsheets and disconnected tools

Most organizations piece together operations management across multiple systems: HR spreadsheets for team structure, separate tools for permissions, manual compliance tracking, and disconnected platforms for different functions. The result? Operational inefficiency, compliance gaps, and hours wasted managing basic administrative tasks across fragmented systems.

The problem isn’t your team. It’s not having centralized tools to manage your growing organization.

HOW INSURATEC SOLVES IT 1/4

HOW INSURATEC SOLVES IT

Manage teams from one dashboard

InsuraTec's admin panel centralizes employee setup, team hierarchies, and organizational structure in one system.

What you get:

User and employee setup with role assignments
01
Corporate hierarchy management with reporting lines
02
Team organization across multiple locations or divisions
03
Integration with all platform modules from day one
04

Control access and permissions

Set who can see what across your entire organization with granular permission controls.

Access management:

Role-based permissions for executives, managers, and agents
01
Data access controls by team, location, or function
02
Activity logging for compliance and audits
03
Secure access management without IT overhead
04

Track compliance in real time

Never miss renewal deadlines or compliance requirements with automated tracking and alerts.

Compliance oversight:

License status and expiration tracking
01
E&O insurance monitoring with automatic alerts
02
Background check and vector check documentation
03
Continuing education requirement tracking
04

Customize your platform globally

Adjust organizational settings, branding, and preferences across your entire white-labeled system.

What you can do:

White-label customization (colors, logos, domains)
01
Commission and payout rule management
02
Platform-wide settings and preferences
03
Organization-level configurations
04

who we serve

Designed for your
growth stage

Multi-location agencies

managing teams across different offices or states
Agency executives

who need visibility into organizational structure and compliance
Operations managers

tired of juggling disconnected admin tools
Compliance officers

tracking licenses, renewals, and requirements manually
Growing IMOs

that need structured oversight as they scale beyond spreadsheets
Insurance carriers

requiring partner agencies to demonstrate operational oversight