Insurso keeps every renewal on one board, issues certificates as PDFs, and records certificates and approvals in an E&O audit trail your team cannot edit. By default, nothing AI-written goes out until you approve it.
Built for independent insurance agents and small brokerages.
A missed 30-day window is a client your competitor quotes first. Manual spreadsheets don’t chase themselves.
Re-keying the same ACORD fields for every holder request is dead time you bill to nobody.
Which clients are underinsured? Who’s up for renewal next month? You shouldn’t have to guess.
By default, nothing the AI drafts goes to a client until you approve it, and every AI message is checked against the phrases you never want sent.
Every certificate issued and every approval is recorded in a log your team cannot edit, so you can show what was done, when, and by whom.
Every in-force policy sits on one board by days to renewal, so no renewal slips past unnoticed.
Issue a holder-ready certificate of insurance as a PDF from any policy, logged to your audit trail.
Bring your book in from a CSV export of your current system.
Monthly plans. No setup fee. Cancel anytime.
Includes 2 users. $39 per extra user.
Up to 7 users. $39 per extra user.
For larger agencies. Priced on a call.
We will walk you through Insurso with your own renewals in 15 minutes.
Book a 15-minute demo