One core for calls, compliance & commissions
Everything an insurance agency needs to sell, stay compliant, and pay people correctly — without a stack of disconnected tools.
AI Call Center
Browser-based cloud calling with routing, recording & live transcription.
Compliance Scoring
Automatic 0–100 scoring on every call with risk flags.
Pipeline CRM
Insurance-native leads, contacts & deal stages.
Commission Engine
Comp grids, advances, chargebacks & overrides.
Downline & Teams
Multi-level hierarchy with roles & permissions.
Deals at Risk
AI surfaces deals losing momentum early.
Live Analytics
Real-time KPIs for agents, teams & the whole agency.
Security & Roles
Granular access control with full audit trails.
A dialer your agents actually want to use
Calling lives in the browser — no hardware, no separate softphone. Routing, recording, and transcription happen automatically so reps focus on the conversation.
- Inbound & outbound with smart, skills-based routing
- Call recording & live transcription on every call
- Queues, voicemail, and manager monitoring
Audit every call, not just the unlucky ones
InsureCore scores 100% of calls against your disclosure and conduct rules and ranks them by risk, so your QA team spends time where it matters.
- Configurable rubric for your products & states
- Pinpointed risky-language moments in the transcript
- Trends by agent, team, and call type over time
A pipeline that speaks insurance
Track leads through the stages your business really uses — from new lead to issued policy — with the carrier, product, and premium context built in.
- Lead, contact & deal records tied to every call
- Carrier, product, premium & status on each deal
- Deals-at-risk signals surfaced automatically
Payouts that reconcile themselves
Define each carrier's comp grid once. InsureCore applies splits, advances, and chargebacks, then rolls overrides up the downline to the exact cent.
- Per-carrier grids, levels & advance percentages
- Automatic multi-level downline overrides
- Reserve & chargeback handling for clawbacks
Built for hierarchies, not just headcount
Owners, managers, and agents each get the right view. Structure unlimited downline levels and control exactly what every role can see and do.
- Owner / manager / agent roles out of the box
- Multi-level downline with rolled-up reporting
- Granular permissions & full audit trail
Want the guided tour?
We'll walk your team through each feature on your own data.