Field notes
Renewals live in a carrier portal, an inbox and somebody's memory. The book grows and the servicing work grows faster than the team does.
A carrier portal, an inbox, a spreadsheet and somebody's memory
Problems it solves
- Chasing people for status. Insurso ends the chasing for status.
- Problems found too late. Insurso catches it while it is still cheap to fix.
How Insurso works
One workspace
Renewals, commissions, cross-sell, carrier matching and compliance in a single book of record.
Coverage gaps found for you
The book is read for exposure the agency has not quoted, before the client finds it the hard way.
An errors-and-omissions trail
Every action is logged, so the defensibility of the file is not a reconstruction exercise.
A policy file, at a glance
An illustrative policy file as Insurso sees it. Values are redacted; the pattern is representative.
What it works with
Agency management data import, carrier appetite, certificate generation
Pricing
Works with the rest of the lab
Insurso is built on the shared PrimeMind chassis, so it connects directly to other products in the portfolio.
See Insurso running on your own files.
Tell us the part of the week insurso would take off your plate. We show working software, not a slide.