Built for Commercial Lines
Insurstein is built for independent P&C agencies writing commercial lines. Multi-market submissions, surplus lines compliance, AI-powered loss run parsing, and a complete book-of-business management system — without the complexity of legacy platforms.
Capabilities
Submit to multiple carriers simultaneously, track underwriter responses, and compare quotes side by side. ACORD PDF generation built in.
Document diligent search efforts, track carrier declinations, and manage surplus lines filings with a complete audit trail.
Upload any loss run PDF or spreadsheet. AI extracts 19+ fields per claim and links parsed data to client records automatically.
Import carrier statements, auto-match to policies, spot missing commissions, and calculate producer splits by carrier and LOB.
Every policy, claim, document, commission, and conversation for each commercial client in one unified profile. DOT/MC numbers, FEIN, and industry classification.
Call commercial prospects and clients directly from the browser. Call recording, voicemail, and SMS messaging with full conversation history.
Send BOR letters, consent forms, and policy changes for signature. Tamper-proof audit trails with SHA-256 hashing, IP logging, and automatic PDF generation.
Track every policy expiration 90 days out. Automated alerts, renewal lifecycle stages, and producer assignment keep your book protected.
Set revenue targets per producer, track progress against goals, and view scorecards with new business, retention, and commission KPIs.
Track producer licenses, continuing education credits, E&O policies, and NIPR transactions. Never let a license lapse or miss a CE deadline.
Visualize client locations on an interactive map, identify geographic concentrations, and plan prospecting routes by producer or LOB.
Build automated drip sequences to nurture prospects. Enroll leads, schedule email and SMS touchpoints, and track engagement metrics.
Full Platform
All included in every plan. No per-feature upsells.
Join agencies that replaced 3+ tools with one platform — and got their evenings back.