The Monday Report shows what’s quietly at risk in your book.
Upload your AMS book export and get back the renewals, commissions, and coverage gaps quietly slipping through — in dollars, on a single page.
No account. No demo call. About a minute.
Everything a modern brokerage needs, in one platform.
InsureC handles the repetitive work, surfaces what matters, and keeps every file audit-ready.
Admin on autopilot
Renewal messages, quotes and client updates drafted from the policy record, so brokers spend the day advising, not typing.
See renewal tracking →Every client, in one file
Policies, conversations and deadlines held against each client, so nothing has to be remembered from memory.
See client management →Compliance, done as you work
Audit trails and suitability notes generated as a byproduct of normal work, not assembled the night before a review.
- Suitability note completed
- Client risk profile recorded
- Policy comparison documented
- Renewal terms communicated
Commissions, clearly
See what’s closing, what’s at risk, and what to chase next — read straight from your own book of business.
See commission tracking →Fourteen modules. One login.
Everything listed here ships today. Nothing on this page is a roadmap item, and nothing is priced as an add-on.
- DashboardPremium under management, policies expiring in 30, 60 and 90 days, and the money attached to each one.
- Daily briefingGenerated each morning: top priorities, money in motion, and who to call first.
- Shared inboxPer-broker email forwarding, threading, and replies drafted against the client’s own file.
- AI assistantAsk questions of your own records. Answers come from your book, never from the open internet.
- ClientsIndividual and corporate records, tags, bulk import, and a login-free portal for your own clients.
- PoliciesTied to the client, with fields read straight off an uploaded policy PDF instead of typed in twice.
- RenewalsEvery policy tracked by days to expiry, with the renewal message drafted for email, SMS or WhatsApp.
- ClaimsInsurer correspondence summarised into the decision, the key points, and the documents still outstanding.
- CommissionsBuilt from the policy book you already keep, so there is no second ledger to reconcile at month end.
- PipelineA drag-and-drop lead board with live value per stage. A won lead becomes a client in one click.
- OpportunitiesAlways-on cross-sell, ranked by renewal proximity rather than by whoever asked most recently.
- ReportsAny timeframe, compared across agents or products, with an AI-written executive summary on top.
- ComplianceAudit trails, suitability notes and document checks written as a byproduct of normal work.
- Team and rolesOwner, admin and agent permissions, invitations, and automation rules your team controls.
Up and running in a day, not a quarter.
No lengthy implementation projects. InsureC connects to your existing stack and is ready to use from day one.
Connect your business
Use InsureC’s native CRM — no integrations needed — or connect your existing stack, email and calendar. InsureC reads the full context so you never have to re-explain your book.
Native CRM included. We integrate with the major email providers such as Microsoft Outlook, Google Gmail and their calendars. Contact us to see what other integrations you might require.
Delegate the busywork
Draft emails, fill forms, summarize calls, and prep renewals with a companion that genuinely understands insurance.
Understands NAIC, state DOI requirements, GDPR, and broker suitability standards.
Grow your book
Spot cross-sell, retention, and compliance risk early — with actions one click away.
Commission tracking, renewal forecasting, and pipeline analytics built in.
Your book moves in on day one. Carrier connections come after.
None of this has to be re-keyed by hand. What has not shipped yet is marked as coming, not sold as ready.
- Bulk import from any AMSClients, policies, claims and leads from a standard CSV export, with an inserted, skipped and errored summary to check before anything is committed.
- Policy PDFs read for youUpload the document and the fields land on the policy record instead of being typed in a second time.
- Email and calendarMicrosoft Outlook and Google Gmail, with their calendars. Ask us about anything else your team runs on.
- Leaving is easy tooYour data is never used to train any AI model. Email us and we delete all of it immediately, with no forms and no waiting period.
- Direct carrier connectionsQuotes, binders and policy changes moving both ways without a portal in between. In development. We are not naming carriers or a date until there is something real to name.
- A marketing engineLead prospecting, automated email campaigns, WhatsApp and other messaging channels, AI social posts and branded landing pages. It ships as the Pro + Marketing plan, later in 2026.
Built by a former broker, for brokers.
I built InsureC out of real frustration — too many tabs, too much copy-pasting, and compliance paperwork at midnight. It’s the tool I always wished existed when I was running the insurance broker.
Simple, transparent pricing.
Start free for 2 months, no commitment. If you love it, lock in the founding rate at $99/mo with 5 seats included.
then $99/mo billed annually · 5 seats included
No commitment for the first 2 months — start free, cancel anytime. After that, lock in the annual plan with 5 seats.
No credit card required · additional seats by request
Everything in Pro, plus a full marketing engine to attract, nurture, and convert new prospects — built specifically for insurance brokers.
Questions brokers ask before switching
You have been promised things by software before. These are the honest answers, including where the answer is a limitation.
Something here not covered?
Bring InsureC to your brokerage.
Give us 2 months to prove our point. If InsureC doesn’t change how your brokerage runs, walk away. Drop your details and we’ll reach out with everything you need to get started.