Running your book alone is hard.
InsureWise makes it simple.
Sticky notes, spreadsheets, and three different apps slow you down. InsureWise puts your clients, prospects, policies, payments, commissions, and renewals in one place — built for one agent, with room for one trusted CSR.
Policy Hub
- Life, health, P&C, commercial
- Quotes, binds, renewals
Commission Hub
- Carrier statements
- Projected vs paid
Client & Prospect Hub
- Visual sales pipeline
- Notes, docs, beneficiaries
Reports Hub
- Book of business
- Renewals & retention
Carrier Hub
- Carrier directory & products
- Submission tracker
Communication Hub
- SMS, email, e-signatures
- Birthday & X-date alerts
Everything an independent agent needs
Built for the way independent agents actually work. Every feature designed to remove busywork, protect your renewals, and help your book grow.
Policy Lifecycle Management
Manage the full policy lifecycle — quotes, binds, endorsements, renewals, and cancellations across all lines of business.
Client & Prospect CRM
Complete client profiles with policy history, payment records, documents, notes, and alerts. Visual prospect pipeline.
Receipt & Payment Processing
Process payments, generate branded receipts, track down payments and installments with full audit trail.
Certificate of Insurance
Generate ACORD-style certificates with auto-numbering, your signature, and coverage markings.
Commission Tracking & Splits
Automated commission calculations, multi-level splits between agents and agencies, and carrier reconciliation.
Daily Cash & Income Reports
Real-time daily cash reports, income summaries, and a personal P&L dashboard for your book.
Production & Retention Analytics
Track new business, renewals, retention rates, and cancellations. Identify top producers and growth opportunities.
Renewal Management
Automated renewal alerts 30/60/90 days out. Track upcoming renewals by line of business or carrier.
SMS & Text Messaging
Send individual or bulk SMS messages to clients. Automated appointment reminders and renewal alerts via Twilio.
E-Signature Integration
Send documents for electronic signature without leaving the platform. Track status and auto-attach signed docs.
Automated Notifications
Birthday messages, renewal reminders, payment due alerts, and custom notification workflows — all automated.
Multi-Company Architecture
Manage multiple insurance companies under one platform with independent branding, agencies, and reporting.
One Trusted CSR Seat Included
Invite a single Customer Service Rep to help with payments, scheduling, and client service — with limited, role-based access.
Role-Based Access Control
8 granular user roles from Super Admin to Viewer. Control exactly who sees what across the platform.
Time & Attendance Tracking
Built-in punch clock with GPS verification, manager approval workflows, and exportable timesheets.
Activity & Audit Logging
Track every action in the system. Complete audit trail for compliance and management review.
Global Search & AI Assistant
Instantly find any client, policy, or record. AI-powered assistant for data entry and report generation.
Bilingual (English & Spanish)
Full interface in English and Spanish with one-click switching. Serve diverse communities effortlessly.
Custom Branding & Themes
White-label the platform with your logo, colors, and domain. Branded PDF reports and personalized receipts.
Mobile-Ready & Cloud Native
Fully responsive on any device. No software to install — access from anywhere with 99.9% uptime SLA.
Built by agents,
for agents.
We know what it's like to chase a renewal at 9 PM, lose a quote in a thread, and re-key the same client into three different tools. InsureWise was designed for the independent agent who runs their own book — alone or with one trusted CSR.
Get started in minutes
No complex setup. No lengthy onboarding. Start managing your book today.
Create Your Account
Sign up in minutes with just your name, email, and license info. Start your free 14-day trial — no credit card required.
Import Your Book
Bring in your existing clients, policies, and renewals through the CSV import wizard, or start fresh with your first new prospect.
Run Your Day
Quote, write, follow up, get paid. Optionally invite one CSR to help with payments, scheduling, and client service.
Loved by agents across the country
"I used to live in spreadsheets. InsureWise gave me my book, my renewals, my commissions, and my CRM in one place — finally something built for an agent who works for himself."
"My CSR and I run my entire book of business from this platform. Renewals, follow-ups, payments, beneficiaries — nothing falls through the cracks anymore."
"For the price of one shared seat at a corporate AMS, I have my own command center. It even speaks Spanish — most of my clients do too."