Insuradmin Request a demo

Back office software for insurance agencies

You focus on growing your agency. Insuradmin handles the work nobody started an agency to do.

Insuradmin reads the data every carrier sends, keeps each agent's applications and commissions up to date, and shows what each policy should have paid under your comp plan. Your office stops rebuilding it all in spreadsheets.

Commission payday

Do you dread commission payday?

Every carrier reports in its own format. Someone in your office lines it all up by hand, policy by policy, to work out who sold what and who gets paid. Then your agents call to ask what they're owed and how close they are to their next promotion.

Insuradmin removes the pain of managing spreadsheets, so your office can spend that time on selling and recruiting.

How it works

Carrier feeds in, commissions checked, cases tracked.

  1. Connect your carrier feeds.

    Insuradmin's team sets up a feed for each carrier you write with. If one isn't connected yet, the connection can be scoped and built for you.

  2. The system does the reading.

    Multiple times a day it reads every carrier feed, turns each carrier's format into the same applications, policies and commissions, and keeps every agent's numbers current.

  3. Everyone sees the same numbers.

    You see the whole agency. Each agent sees their own cases, pay and promotion progress.

Carrier feeds

No more pulling and parsing carrier data by hand

Each carrier sends its data its own way. Today someone downloads it, cleans it up and pastes it into a spreadsheet before anyone can use it. Insuradmin reads the carrier feeds directly and does that work every time new data arrives.

  • New applications, status changes and commission statements arrive on their own.
  • Each agent's writing codes and carrier appointments load from the same data, so nobody asks an agent for a code.
  • The notification bell tells you what each feed added and changed.

Notifications

Example
  • Carrier 1 feed

    New apps
    5
    Updated apps
    12
    New commissions
    31
  • Carrier 2 feed

    New apps
    2
    Updated apps
    7
    New commissions
    18
  • Carrier 3 feed

    New apps
    3
    Updated apps
    4
    New commissions
    22

Agency dashboard

See how the agency is doing without building a report

The totals you used to put together at month end are already on your dashboard. Each carrier feed run updates them.

Agency Dashboard

Example
Apps Submitted
460
New Agents
16
Average Apps per Agent
18.40 25 total agents

Commission Earnings, last 12 months

$723,357.54

  • New applications, commissions and new agents for any date range.
  • Break commissions down by carrier or product to see where your business comes from.

Applications

Answer any question about a case in one click

When an agent or a client calls about a policy, the answer is on one page. Nobody has to log in to a carrier portal or search an inbox.

  • The policy's status, key dates and the agent who wrote it.
  • Outstanding requirements, so you can see what's holding a case up.
  • Parties, notes and every commission paid on the policy.

Dana Whitfield

Example

Application Details, Policy Number #A-01-028

Status
In force
Product
Term life
Effective Date
08/27/2026
Total Commission
$2,415.00
Agent
Talia Brenwick

Commission Payments1

DateAmountStatus
11/03/2026$2,415.00Submitted

Requirements2

  • Medical exam Received
  • Signed illustration Received

Parties2

  • Dana Whitfield Insured, Owner
  • Sam Whitfield Beneficiary, Primary

Commission check

Know right away when a carrier pays you short

Your comp plan is set up once. For every payment the carrier sends, Insuradmin works out what it should have been and shows it next to what was paid.

  • The expected amount follows your own levels and override percentages.
  • A short payment shows up as a difference on the policy, so you know exactly what to take back to the carrier.

Commission Payments, policy #A-01-004

Example
DateCarrier PaidExpectedDifferenceResult
10/05/2026$1,656.52$1,948.85−$292.33Short
09/05/2026$1,948.85$1,948.85$0.00Matches
08/05/2026$1,948.85$1,948.85$0.00Matches

Expected comes from your own comp plan.

Your team

Your whole team, in one place

Open any agent to see their production, applications and commissions. You stop asking managers to send you their sheets.

  • Your hierarchy as a tree, however many levels it has.
  • Permissions decide who can move agents, change roles or manage levels.

Team

Example
  • Talia BrenwickManaging Partner
    • Owen CastellarRegional Manager, 5 recruits
    • Andre StoneRegional Manager, 3 recruits
    • Theresa OkaforSenior Associate, 1 recruit
Owen CastellarRegional Manager
Production (Analytics)
37,297 points
Applications (Apps)
40
Commission Payments
$18,752.75

Promotions

Promotions tracked for you, so the calls stop

Set up your promotion levels once. The system tracks each agent's points and recruits toward the next level, and every agent can see where they stand.

Promotion Status, Owen Castellar

Example

Current levelRegional ManagerNext Promotion LevelManaging Partner

70.95% complete overall

RequirementAmountCurrentPercent Complete
Direct Team Points150,000115,12576.75%
Direct Personal Points40,00037,29793.24%
Direct Agents7342.86%
  • Your own levels and names, with the points and recruits each one needs.
  • Points come from carrier commission data, so nobody keys them in.

Community

Keep your team selling

Once the admin work runs on its own, there's time to grow. Your team gets a private community inside the app, in your agency's colours.

  • Share guides and scripts in one place every new agent can find.
  • Run competitions that score themselves from carrier data, with standings the whole team follows.
GuidesExample

Guide: submitting a term life app

  1. Quote the client in the carrier portal and save the illustration.
  2. Fill the e-app with the client on the call.
  3. Sign by voice or e-signature before you hang up.
  4. Book the paramed exam the same day if the carrier asks for one.

Agency Quarter Sprint, standings

Example

Scored from production points

  1. 1Owen Castellar8,677 points
  2. 2Andre Stone8,135 points
  3. 3Theresa Okafor7,864 points

Growth

Scale your agency without scaling the ops team

More agents and more carriers mean more data. Insuradmin reads it for you, so your office doesn't have to grow as fast as your sales.

Questions agency owners ask

My comp plan is unusual. Will it fit?

You set your own levels and override percentages, with up to seven override generations. More than one version of your plan can run at the same time.

Do you connect to my carriers?

Insuradmin connects to the carrier feeds of the carriers your agency writes with. A carrier it doesn't read yet is scoped and built on request, and the demo call covers yours.

How long does setup take?

It depends on your carriers and your comp plan. The demo call maps it out for your agency.

My office already uses spreadsheets. Why switch?

A spreadsheet only knows what someone typed into it. Insuradmin takes the data straight from your carrier feeds and does the math with your comp plan, and agents look up their own numbers.

Is our data secure?

Carrier logins and bank details are encrypted. Full Social Security numbers from carrier feeds are never stored. Two-step sign-in is available, and permissions decide what each person can see and change.

One app instead of eleven logins and a spreadsheet.

See Insuradmin running on an agency like yours.

Insuradmin.com

Request a demo