Unify Your Insurance
Operations. Powered by AI.
CRM, quoting, policy management and automation in one intelligent platform — built for Home & Auto agencies.
System
Reports & Analytics
Generated less than a minute ago
Key Metrics
Total Contacts
24
Quote Requests
108
Quote Responses
54
Applications
46
Active Policies
43
Avg. Premium
$1,538.85
Conversion Rate
39.8%
Upcoming Renewals
0
Contacts by Status
Quote Responses by Status
Insurance Tools Are Fragmented
Your tech stack is holding you back. Multiple disconnected systems create friction, errors and lost revenue.
Without Insuromax
6+ disconnected tools. No unified data. Manual processes everywhere.
With Insuromax
Insuromax
One unified platform
Everything connected. AI-powered. One login. Total control.
Fragmented Systems
Agencies juggle separate tools for CRM, quoting, policy tracking and communication.
Manual Processes
Hours wasted on data entry, follow-ups and paperwork that should be automated.
Data Silos
Critical information scattered across platforms with no single source of truth.
Admin Over Sales
Agents spend more time on operations than building client relationships.
One Platform. Total Control.
Eight powerful modules working together to streamline every aspect of your agency operations.
CRM & Deals
Track contacts, manage deals and nurture client relationships with a built-in pipeline designed for insurance workflows.
Quotes & Applications
Multi-carrier quoting with real-time API integrations. Submit applications and track quote responses from one screen.
Policy Management
Full lifecycle tracking from binding to renewal. Monitor active policies, premiums and upcoming renewals automatically.
Reports & Analytics
Real-time dashboards with key metrics — conversion rates, premiums, contacts by status and quote response analytics.
Agency Planner
Set goals, manage tasks and plan agency growth with built-in productivity tools that keep your team aligned and accountable.
Max AI Assistant
Your AI copilot for insurance operations. Get instant answers, decision support and workflow automation at the click of a button.
User Console
Manage contacts and employees from a unified console. Track interactions, assign roles and control access across your agency.
Apps & Integrations
Extend the platform with integrated apps and third-party connections. Add carrier APIs, communication tools and more.
Automate What Slows You Down
From first contact to policy renewal — every step connected, automated and powered by Max AI.
Built-in Automation
Max AI
AI copilot for instant answers and decision support
Data Autofill
Pull external data to pre-fill quote requests
Live Analytics
Real-time conversion rates and pipeline metrics
Task Automation
Auto-assign tasks and follow-ups via Agency Planner
Renewal Engine
Automatic renewal quotes before expiry dates
Built to Increase Revenue
Tasks, goals and deals — everything you need to plan growth and keep your agency on track.
+38%
Revenue Growth
Average agency increase in year one
2.4×
Conversion Rate
Higher lead-to-policy conversion
94%
Retention Rate
Policy renewal rate with automation
Task Management
Create, assign and track tasks across your agency. Never miss a follow-up, renewal or client touchpoint.
Goal Setting
Set revenue targets, policy goals and conversion benchmarks — then track real-time progress against them.
Deal Pipeline
Manage your CRM deals from first contact to close. Visualize pipeline stages and forecast revenue.
AI Recommendations
Max AI surfaces actionable insights — cross-sell opportunities, at-risk policies and optimal next steps.
A Better Experience for Your Customers
Give your clients a modern, self-service portal that strengthens relationships and reduces support load.
Policy Access
View all policies, coverages and documents
Claim Support
File and track claims in real time
Direct Messaging
Secure chat with your agent
Quote Requests
Request new quotes anytime
Status Tracking
Real-time updates on applications
Insuromax
My Insurance
Active Policy
Home Insurance
Quick Actions
Recent Activity
Policy Renewed
2 days ago
New Message
5 days ago
Why Agencies Choose Insuromax
We built the platform we wished existed when running an insurance agency. Here's what makes us different.
Focused on Home & Auto
Purpose-built for the largest personal lines segments — not a generic platform trying to do everything.
Deep Carrier Integrations
Direct API connections to major carriers for real-time quoting, binding and policy management.
Max AI Built In
An AI copilot embedded across the entire platform — from quote analysis to task automation and decision support.
Everything in One Place
CRM, quotes, applications, policies, reports and agency planning — one login, one system, no context switching.
Real-Time Analytics
Live dashboards tracking contacts, conversions, premiums and pipeline metrics so you always know where you stand.
Join the Early Access Program
Leading Home & Auto agencies are already transforming their operations with Insuromax.
Partner logos coming soon — early access agencies onboarding now.
Simple, Transparent Pricing
No hidden fees, no long-term contracts. Start with a free trial and scale as you grow.
Get Started for Free
Full platform access during early access period. No credit card required.
14-day free trial · No credit card required · Cancel anytime
Ready to Transform
Your Agency?
Join forward-thinking agencies that are unifying their operations, automating workflows and growing faster with AI.