Changing The World of Insurance With You!
Everything you need in one system to optimize your sales process, up-sell to existing clients, and build a sustainable insurance business.
For The Modern Insurance Agent
Who is serious about their insurance business
Know your customer.
Personalize your approach
By using different data sources, you can better serve new & existing customers to close more sales!
Featuring our proprietary insurance-relevant personality typing for you to better understand your customers' needs and wants before crafting a customized approach to help them manage their insurance portfolio more effectively.
Manage your clients and leads effectively
Stop using multiple generic tools that have zero interaction with your clients and leads!
Our proprietary system features an interactive multi-facing system for you to manage all your leads/clients better.
Connect your Google calendar for your leads/clients to schedule appointments directly and perform online appointments.
Raise the bar of your customer's experience
It is the science of making something that is complex and has a low touchpoint engaging so you can influence your customer's behavior and empower them to understand and choose.
Increases your customer's engagement and keep them coming back. Creates an opportunity for cross-selling and up-selling. Finally, deepen your brand awareness.
What keeps us going!
What some agents on our platform have to say!
“My clients appreciate the value-added service that I am able to deliver with the Insuree platform. With it, I am able to be more focused on my sales generation."
“This is truly a Salesforce alternative for insurance agents. The team behind Insuree is a visionary one that takes feedback well and is constantly improving the platform for our benefit."
“I am able to take greater ownership of my client database and help them optimize and bridge any existing gaps in their portfolio in a shorter amount of time."
Insuree agent pricing.
Pays for itself many times over by converting customers for you
We are that confident in our solution that we are offering you a 30-day money-back guarantee.*