Give Your Agents More Time to Sell
Reduce repetitive work. Organize your brokerage. Give leadership real-time visibility—anywhere.
Everything Works Together.
Manage policies, clients, commissions, payments, claims and your entire insurance business from one platform.
What is costing your agency time?
- Manual document review
- Handwritten templates
- Commission reports by hand
- Searching across multiple systems
- Post-it notes and reminders
- Calling employees to assign work
- Tracking tasks through email
The Insurity360 Solution
- Organized information in one place
- Reusable workflows and templates
- Automated commission reporting
- Find what you need instantly
- Digital task assignments
- Built-in task notifications
- Real-time visibility into work
Know What's Happening. Anywhere.
Monitor every part of your insurance business with 20+ customizable dashboard widgets.
Assign It. Schedule It. Track It. Done.
Managers can assign employee tasks in the Task Manager and add events to calendars—without post-it notes or unnecessary calls.
Assign Work
Choose the task and assign it.
Notify Employee
Instant notifications keep everyone in the loop.
Add Deadline
Set due dates and priorities.
Place on Calendar
Automatically added to the team calendar.
Track Completion
See progress in real time.
Insurity360 Connected
A more connected, personal experience for your clients.
- View policies and ID cards
- Submit and track claims
- Secure messaging with your agent
- Get important updates instantly
Help Shape the Future of Insurance Agency Software
Your feedback will help us build the tools that save agencies hours of time — and drive a better, smarter insurance industry for everyone.
What best describes you?
Ready to Transform Your Insurance Business?
Replace spreadsheets and disconnected tools with one powerful platform built for insurance agencies. Start managing policies, clients, payments, claims, and your team more efficiently with Insurity 360.