Back office software for insurance agencies
You focus on growing your agency. We handle the work nobody started an agency to do.
One app instead of eleven logins and a spreadsheet.
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.
For life and annuity agencies, brokerages and IMOs that manage independent producers.
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.
We remove the pain of managing spreadsheets, so your office can spend that time on selling and recruiting.
With Insuradmin
How it works
Carrier feeds in, commissions checked, cases tracked.
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Connect your carrier feeds.
Our 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.
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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.
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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. We read the carrier feeds directly and do 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.
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.
- 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.
Commission check
Know right away when a carrier pays you short
Your comp plan is set up once. For every payment the carrier sends, we work out what it should have been and show 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.
- If you pay your agents yourself, the payout batch is built for you, with advances and chargebacks already netted. Your bank sends the money.
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.
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.
- 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 colors.
- 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.
Growth
Scale your agency without scaling the ops team
More agents and more carriers mean more data. We read it for you, so your office doesn't have to grow as fast as your sales.
Setup, about a month from carrier access
- A demo of how you run commissions today.
- Your comp plan set up as levels and overrides.
- Every agent placed in your hierarchy.
- Carrier feeds connected, then the system takes over.
Questions agency owners ask
My comp plan is unusual. Will it fit?
You set your own levels and override percentages, and your override generations, as many as your plan has. More than one version of your plan can run at the same time.
Do you connect to my carriers?
We connect to the carrier feeds of the carriers your agency writes with. A carrier we don't read yet is scoped and built on request, and the demo call covers yours.
How long does setup take?
About a month from carrier access. The demo call maps it out for your agency.
How is Insuradmin priced?
You pay per application processed, not per seat or login.
My office already uses spreadsheets. Why switch?
A spreadsheet only knows what someone typed into it. We take the data straight from your carrier feeds and do 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.