Intelligence
Meets Insurance

Insuratech is a software platform providing AI–powered insurance
technology solutions, including sales enablement, automation, and
client management tools for individual agents and agencies.

Insuratech is a software platform providing AI–powered insurance technology solutions, including sales enablement, automation, and client management tools for individual agents and agencies.

Intelligent Engagement

Every interaction is timely, personalized, and designed to move relationships forward.

AI Lead Qualification

Qualify leads effortlessly, with human-like responses, turning conversations into closed sales.

Voice AI Assistants

Answer every call. Engage leads in real time, booking leads directly to you calendar.

Solutions for Successful Agents

Streamline operations and unlock growth.

Insuratech bridges the gap between tradition and transformation in the insurance industry.

Agents Working for You

AI Agents trained like insurance professionals.

Our Agents don’t just answer questions, they think, reason, and respond like seasoned insurance professionals. Trained with industry knowledge, compliance awareness, and client-first communication, they qualify leads, nurture relationships, and handle routine tasks with the same level of care you teach your agents to provide.

Intelligent CRM

Client Engagement

Go beyond data storage with a CRM built for action. Our intelligent CRM doesn’t just track clients, it engages them. With AI-driven insights, automated follow-ups, personalized messaging, you build stronger relationships while the system nurtures your clients and builds a stronger book of business.

All-In-One Solution

AI + Automation
Sales Enablement Platform

Run your entire agency from one powerful hub. Our all-in-one platform combines AI Agents, automation, client engagement, and sales enablement tools. Streamlining every step of the process so you can focus on closing deals and serving clients.

  • Intelligent CRM

  • Nurture Messaging Forever

  • Lead Qualification + Booking

  • Smart Follow-Ups

  • Sales Call Analysis

  • Aged Lead Campaigns

  • Annual Reviews on Autopilot

  • Potential Lapse Notifications

  • Referrals Requests

  • Automated Reviews

  • Smart Sales Disposition

  • Recruiting Campaigns

Intelligent Solutions

Aged Lead Campaigns

Turn forgotten leads into new opportunities. Re-engage leads with fresh, intelligent outreach, converting cold leads into clients.

Smart Follow Ups

The fortune is in the follow-ups. Our system nurtures every lead with timely touch-points, so one one slips through the cracks.

Annual Reviews

Retention made simple. Build stronger client relationships with automated annual reviews and uncover more opportunities.

Sales Disposition

Record results, track opportunities, and trigger uniquely designed messaging based on the status of every lead.

Potential Lapse Notifications

Automated outreach to at-risk policies. Keep your book of business secure and persistency high by keeping policies on the books.

Referrals + Reviews

Turn satisfied clients into your best marketing. Effortlessly request client referrals and highlight positive reviews on social media.

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