Insurso uses AI to surface the coverage gaps you’re leaving on the table, flags renewals before they slip, and generates holder-ready certificates in one click.
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.
Insurso reads each client’s coverage and surfaces gaps, overlaps, and cross-sell openings with a recommended next action — the review a busy agent never has time to run by hand.
Every in-force policy tracked on a 90/60/30-day cadence with churn-risk scoring, so the right client gets the call at the right time.
Generate a clean, holder-ready certificate of insurance off any policy in seconds — and every issuance is logged to your E&O trail.
No setup fees. Cancel anytime. Save two months with annual billing.
For the solo agent who writes their own book.
For growing agencies (up to 10 producers).
For multi-location brokerages.
Set up your agency in two minutes and see every policy that’s up next.
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