Stop Losing Renewals.
Start Winning with AI.
InsureAI gives independent agents a command center to track every policy owner, renewal date, and revenue opportunity — so nothing falls through the cracks.
Everything your book of business needs
One platform. Every policy. Zero missed renewals.
Renewal Radar
Automatically tracks every policy renewal date across all carriers. AI surfaces at-risk accounts 90 days out so you can reach them first.
↑ 40% retention rate improvementAI Deal Scoring
Every deal gets an AI win-probability score based on engagement signals, policy history, and market pricing — so you focus on what closes.
89% forecast accuracyPipeline Intelligence
Visual pipeline across qualification, discovery, proposal, and negotiation. See total value, velocity, and conversion at every stage in real-time.
$2.4M+ pipeline tracked on averageSmart Automations
Set it and forget it — automated follow-up sequences, renewal reminders, and re-engagement campaigns triggered by AI-detected intent signals.
Save 8+ hours per weekPolicyholder 360°
Every client in one place: all policies, coverage gaps, payment history, interactions, and AI-generated next best action recommendations.
Full relationship context, instantlyPricing Intelligence
Real-time carrier rate comparisons and upsell opportunity detection. Know when a client is overpaying before they find out themselves.
↑ 8.7% avg. deal sizeFrom onboarding to revenue in 48 hours
Connect your existing carrier portals and watch InsureAI map your entire book of business automatically.
Connect Your Book
Sync carriers, import existing client data via CSV or AMS, and get your full pipeline populated in minutes.
AI Scores Everything
InsureAI analyzes churn risk, upsell potential, and renewal probability across your entire book automatically.
Work Your Priorities
Your daily queue shows exactly who to call, why, and what to offer — backed by AI recommendations.
Automate the Rest
Renewals, follow-ups, and cross-sell campaigns run on autopilot so you close more without working more.
The numbers speak for themselves
"I used to lose 2–3 renewals a month just from not following up in time. InsureAI caught every single one last quarter. I literally closed $48K I would've left on the table."
"The AI deal scoring is scary accurate. When it tells me a client has a 78% close probability, I believe it now. My conversion rate on proposals is up 31% since we onboarded."
"We manage 600+ policies. Before InsureAI, renewals were a spreadsheet nightmare. Now my team has a shared dashboard and everyone knows exactly what to work each morning."
One platform. Scales with your book.
No setup fees. No long-term contracts. Cancel anytime.
- Up to 150 policyholders
- Renewal tracking & alerts
- Basic pipeline view
- Email follow-up sequences
- Standard reports
- Unlimited policyholders
- AI Deal Scoring
- Full pipeline intelligence
- Automated campaigns
- Pricing intelligence alerts
- Policyholder 360° profiles
- Priority support
- Unlimited seats & policies
- Team performance dashboard
- Custom AI model training
- AMS / CRM integrations
- Dedicated success manager
- SLA & compliance reporting
Your next 10 renewals
are already in your book.
InsureAI finds them for you — before they lapse, before a competitor calls, before you even knew they were at risk.
Start Your Free 14-Day Trial →They lose them because no one reminded them in time."
After 25 years working across multiple life insurance companies, we saw the same story play out over and over again. Talented, hardworking agents — people who genuinely cared about their clients — quietly losing business not from lack of effort, but from lack of the right tools. Every missed renewal was a relationship gone quiet. InsureAI was built to change that: enterprise-grade AI, finally available for every independent agent in the field.
25 years across the industry's largest carriers gave Emily an inside view of how top companies retain customers — the systems, the data, the intelligence independent agents never had access to. She built InsureAI to level the playing field for every agent in the field.
Eric brings deep expertise in building scalable technology and go-to-market strategy. His passion for transforming how agents work drives InsureAI's product vision — making powerful AI tools that agents actually love to use every single day.