Every client, in context. Every policy, connected.

Every policy, conversation, claim, and document for a client in one place — not scattered across email, spreadsheets, and a separate AMS.

InsureC summarises each client's current situation — open renewals, active claims, outstanding tasks — so you walk into every interaction with full context.

Track every policy across carriers, product lines, and coverage periods. InsureC surfaces what is renewing, what has lapsed, and what is at risk.

Open and closed claims linked to the relevant client and policy, with status tracking and communication history.

Every email, note, and call log linked to the client record — so any producer can pick up a relationship with full context.

InsureC compares what each client holds against their risk profile and surfaces gaps that represent both risk for the client and cross-sell opportunity for the broker.

A standard CRM tracks contacts and deals. InsureC's client management understands insurance — policies, coverage types, renewal dates, claims, suitability requirements, and the specific data relationships that matter for a broker's workflow. It is not a generic tool adapted for insurance; it is built for insurance from the ground up.

Yes. Client and policy data can be imported from spreadsheets, CSV files, or exported data from most agency management systems. Dedicated onboarding support is included to help with the data migration.

InsureC includes a client portal that allows clients to view their policy summary, pending renewals, and open claims. The portal is branded and can be accessed via a secure link.

The AI uses client data — policies, coverage history, communication notes, and claims records — to draft renewal communications, identify cross-sell opportunities, generate compliance documentation, and summarise which clients need attention today.