From first call to final commission
InsureCore connects the whole lifecycle of a sale — so the work flows from one step to the next without re-entering anything.
Connect
Bring numbers, carriers & your team into one workspace with the right roles.
Call
Agents dial from the browser — every call recorded & transcribed.
Score
AI scores compliance and surfaces deals & risks that need a human.
Grow
Commissions roll up the downline while dashboards show what's working.
Set up the agency in an afternoon
Invite your team, assign owner / manager / agent roles, and load your carriers and comp grids. Your downline structure is modeled once and used everywhere.
- Role-based access from day one
- Carrier & product catalog with comp grids
- Downline hierarchy mapped to your real org
Every conversation, captured
Agents work a single screen: the dialer, the lead's history, and a live transcript side by side. Nothing gets lost to a sticky note or a second tab.
- Click-to-call with lead context on screen
- Automatic recording & live transcription
- Disposition & next steps logged to the deal
Agent: Let me read the required disclosures before we continue…
Diane: Okay, that sounds good.
The platform reviews the call for you
Seconds after hang-up, InsureCore scores the call for compliance and flags anything risky. At-risk deals bubble up so managers coach the right reps at the right time.
- 0–100 compliance score on every call
- Deals-at-risk surfaced from call signals
- Manager queue ranked by what needs attention
Close the loop on every dollar
When a policy is issued, the commission engine calculates the writing agent's payout and every override up the downline — and your dashboards update in real time.
- Automatic commission & override calculation
- Advances, reserves & chargebacks tracked
- Live KPIs for agents, teams & the agency
See it run on your workflow
Bring a few real scenarios — we'll show you exactly how they'd flow through InsureCore.