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Legal & compliance

InsuraTec’s compliance tools keep everything aligned with regulations, so you can keep growing without getting bogged down in the details.

Legal & compliance

Automated compliance tracking

Built-in regulatory safeguards

Complete audit trails

THE CHALLENGE

Compliance gaps expose your business to regulatory risk

Most organizations patch together compliance management: manual tracking of regulations, scattered documentation, inconsistent processes across teams, and reactive responses to audits. The result? Regulatory exposure, potential fines, and constant anxiety about what might fall through the cracks.

The problem isn’t your intent. It’s not having systems that ensure compliance is built into every workflow.

HOW INSURATEC SOLVES IT

HOW INSURATEC SOLVES IT

Build compliance into every workflow

InsuraTec's platform embeds regulatory safeguards directly into your operations, eliminating the need for separate compliance tracking.

What you get:

  • Compliance rules built into contracting, licensing, and operations

    01
  • Automated validation that prevents non-compliant actions

    02
  • Real-time alerts when requirements need attention

    03
  • Complete audit trails for every transaction and interaction

    04

Track regulatory changes automatically

Stop manually monitoring regulatory updates across multiple states and jurisdictions.

Automated monitoring:

  • Continuous tracking of insurance regulations across jurisdictions

    01
  • Automated alerts when regulations change

    02
  • Impact analysis showing how changes affect your operations

    03
  • Compliance calendar with upcoming deadline tracking

    04

Maintain complete documentation

Never scramble for documentation during audits with centralized record-keeping and automated retention.

Document management:

  • Centralized storage of all compliance-related documents

    01
  • Automated document retention per regulatory requirements

    02
  • Complete audit trails showing who did what and when

    03
  • Easy retrieval for regulatory inquiries and audits

    04

Ensure data privacy and security

Protect sensitive customer and agent data with enterprise-grade security and privacy controls.

Privacy and security:

  • Data encryption and secure storage

    01
  • Access controls and permission management

    02
  • GDPR, CCPA, states with Consumer Privacy Statutes, and insurance data protection compliance

    03
  • Regular security audits and vulnerability assessments

    04

who we serve

Designed for your
growth stage

  • Insurance agencies
    Insurance agencies

    scaling into new jurisdictions

  • Compliance officers
    Compliance officers

    tired of manual tracking and spreadsheets

  • Agency executives
    Agency executives

    who need confidence in regulatory adherence

  • Operations managers
    Operations managers

    coordinating compliance across teams

  • Growing IMOs
    Growing IMOs

    managing compliance across multiple states

  • Carriers and partners
    Carriers and partners

    requiring documented compliance from agencies

WHY INSURATEC

Keep your brand. Borrow our infrastructure.

01

Proactive compliance

Compliance built into workflows prevents issues before they occur, instead of discovering problems during audits.
02

Comprehensive coverage

One system handles licensing, contracting, data privacy, and regulatory compliance across all operations.
03

Audit-ready documentation

Complete audit trails and centralized documentation mean you're always prepared for regulatory inquiries.
04

Regulatory expertise

InsuraTec's compliance infrastructure reflects deep insurance industry knowledge and regulatory requirements.

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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