Everything Your Insurance Business Needs In One Platform
Manage policies, clients, commissions, payments, claims and your entire insurance business from one platform.
Workflow Automation
Automate repetitive work and keep everything moving. Unlike disconnected software, every action inside Insurity 360 automatically updates the rest of your business.
Trigger
Event occurs
Assign
Task assigned
Notify
Team alerted
Schedule
On calendar
Track
Monitor progress
Leadership Visibility
Stay informed
Manage Every Policy with Confidence
Create, organize, and manage insurance policies with intelligent forms that adapt to each policy type. Import NIPR-formatted records, collect comprehensive policy data, and manage the entire claims process from one place.
Know Every Client Better
Manage individuals, families, groups, and companies with dedicated forms, complete customer profiles, built-in communication, and smart organization tools.
Automate Premium Collection
Generate recurring invoices, send payment reminders automatically, collect payments through Stripe, and let clients pay directly from their portal.
Never Calculate Commission Manually Again
Automatically calculate commissions based on your own business rules while maintaining the flexibility to make manual adjustments whenever needed.
Help Your Team Work Faster
Everything your team needs is already inside Insurity 360. Find information instantly, collaborate without switching tools, manage tasks, and monitor work from customizable dashboards.
Give Clients a Modern Self-Service Portal
Reduce phone calls and emails by giving clients secure access to their policies, invoices, payments, claims, documents, and direct messaging—all in one place.
Security & Roles
Protect your data. Control access.
Built for Insurance. Not Adapted to It.
Purpose-Built for Insurance
Designed exclusively for insurance agencies with workflows tailored to your daily operations.
All-in-One Platform
Manage policies, clients, claims, payments, commissions, tasks, and communication in one place.
Automate Repetitive Work
Reduce manual tasks with recurring invoices, reminders, commission calculations, and smart workflows.
Better Client Experience
Give clients a secure portal to view policies, submit claims, pay premiums, access documents, and message agents.
Insights That Drive Growth
Track business performance with 20+ dashboard widgets covering policies, revenue, claims, and team activity.
Secure & Scalable
Protect your business with role-based permissions, audit logs, and complete visibility across your team.
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.