Stop juggling spreadsheets and disconnected tools. Insurstein gives your producers and CSRs one platform for policies, commissions, clients, e-signatures, and AI document processing — without the chaos.
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AI capabilities
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Dashboard pages
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ACORD forms
Everything you need
Every tool your agency needs — from first contact to policy renewal — without the patchwork of disconnected software.
Platform Coverage
Data Entry
Commission Reconciliation
Renewal Management
Document Processing
Client Onboarding
Measured impact
By eliminating manual data entry, consolidating carrier communications, and automating renewal workflows — your team focuses on selling, not searching.
Built for compliance
Role-based access control, AES-256 encryption at rest, rate limiting, session management, and a full E&O audit trail — every action logged, every document hashed.
See it in action
Drag prospects between stages, track every touchpoint, and see exactly where your revenue is coming from.
Alpine Transport
Commercial
Peak Logistics
Commercial
Summit Trucking
Commercial
Meridian Fleet
Commercial
Crest Hauling
Commercial
Valley Express
Commercial
Simple pricing
For small agencies getting started with modern tools.
Everything in Starter, plus AI and automation.
Full platform for growing agencies.
Need more than 10 seats or custom integrations? Contact us for Enterprise pricing
Join agencies that replaced 3+ tools with one platform — and got their evenings back.