The operating system for modern insurance agencies
InsureCore unifies your AI call center, real-time compliance scoring, CRM pipeline, and commission engine — so every call, deal, and dollar runs on one intelligent platform.
Active calls
Compliance score · last call
One platform, every part of the agency stack
Run the entire agency from a single platform
Stop stitching together a dialer, a CRM, a spreadsheet, and a compliance binder. InsureCore connects every workflow your team touches.
AI Call Center
Cloud telephony with intelligent routing, recording, and live transcription. Inbound and outbound, with whisper, barge, and queue control built in.
Real-time Compliance Scoring
Every call is automatically transcribed and scored 0–100 against your disclosure and conduct rules — so risky calls surface instantly, not at audit time.
Deals at Risk
AI watches your pipeline and flags deals losing momentum before they slip away.
Pipeline CRM
Leads, contacts, and deals in a fast pipeline purpose-built for insurance sales.
Commission & Comp-Grid Engine
Automate multi-carrier commissions, advances, and chargebacks — with downline overrides calculated to the cent across your whole hierarchy.
Teams, Roles & Downline Hierarchy
Owner, manager, and agent roles with multi-level downline structure, performance dashboards, and granular permissions for every seat.
Never wonder how a call really went
InsureCore transcribes and scores every conversation the moment it ends. Managers see a ranked feed of the calls that need attention — instead of spot-checking 2% and hoping.
- Automatic 0–100 score on disclosures, tone, and conduct
- Risky-language flags with the exact transcript moment
- Searchable call history with audio + transcript
“…you really need to decide right now or the rate goes up.” Pressure
Every commission, advance & override — correct
Model real carrier comp grids, advances, and chargebacks, then let InsureCore roll payouts up your downline automatically. No more reconciling spreadsheets at month-end.
- Multi-carrier comp grids with split & advance rules
- Automatic downline overrides across every level
- Chargeback tracking and reserve handling
Live in days, not quarters
Connect
Bring your numbers, carriers, and team into one workspace with role-based access.
Call
Agents dial from the browser. Every conversation is recorded and transcribed automatically.
Score
AI scores each call for compliance and surfaces the deals and risks that need a human.
Grow
Commissions roll up the downline automatically while dashboards show what's working.
See InsureCore running your agency
Book a 30-minute walkthrough and we'll map InsureCore to how your team actually sells.