Platform Features
See exactly how Insurstein works — from pipeline management to AI-powered document parsing, all in one connected platform.
Sales Management
Build the pipeline that fits your agency. Create, rename, reorder, and delete stages — then drag prospects between them. Every change syncs instantly.
Alpine Transport
$42,000
Peak Logistics
$28,500
Summit Trucking
$65,000
Meridian Fleet
$118,000
Crest Hauling
$53,200
Valley Express
$89,000
Client Management
Every policy, claim, document, commission, and conversation for a client — in one unified profile. No more searching across systems.
Summit Trucking LLC
Commercial · Active · DOT# 3847291
Total Premium
$187,500
Policies
6
Renewals Due
2
Loss Ratio
48%
Active Coverage
Commercial Auto
Progressive
General Liability
Hartford
Workers' Comp
Travelers
AI Intelligence
Upload a loss run, equipment schedule, or any insurance document — AI extracts structured data instantly. No manual data entry.
Drop your loss run here
PDF, Excel, CSV, or Image
| Date | Claimant | Type | Status | Paid | Incurred |
|---|---|---|---|---|---|
| 03/15/24 | J. Martinez | Auto | Closed | $12,400 | $12,400 |
| 07/22/24 | R. Thompson | GL | Open | $4,200 | $18,000 |
| 11/08/24 | K. Wilson | WC | Closed | $8,750 | $8,750 |
Built-In Phone
Make and receive calls without leaving Insurstein. Dedicated agency numbers, smart call routing, recording, voicemail — everything tracked in one call log.
Unified Messaging
Send emails and text messages to clients without leaving the platform. Rich text editing, file attachments, and full conversation history.
Hey, can you send over the updated quote for our fleet policy?
10:30 AM
Sure! I'll have it over by end of day. Want me to include the umbrella option?
10:32 AM
Yes please, and the cyber liability too
10:33 AM
Financial Intelligence
Import carrier statements, auto-match to policies, spot missing commissions, and calculate producer splits — all in one reconciliation workflow.
This Month
$24,850
+12%
Expected
$28,200
Missing
$3,350
4 policies
Net Payout
$18,637
Commission by Carrier
E-Signatures
Send BOR letters, consent forms, and policy changes for signature — with tamper-proof audit trails and automatic PDF generation.
BOR Letter — Summit Trucking
To: Mike Johnson
Consent Form — Alpine Transport
To: Sarah Chen
Policy Change — Peak Logistics
To: David Park
SHA-256 verified · Tamper-proof audit trail
Every signature includes timestamp, IP address, and document hash
Prospect Intake
Send secure, branded discovery forms to prospects. Build multi-section, multi-question forms with a three-level builder — data flows into your submission workflow automatically.
Requested By
Summit Agency
Prepared For
Alpine Transport
Your Agent
Mike Johnson
mike@summit.com
Welcome, Alpine Transport
Fill out the information below for your insurance quote.
Company Name
DBA
FEIN / Tax ID
Year Started
Renewal Management
Track every policy expiration 90 days out. Automated alerts, renewal lifecycle stages, and producer assignment keep your book of business protected.
Multi-Market Submissions
Create submissions, track underwriter responses, and compare quotes across carriers. ACORD PDF generation and MKT case ID tracking built in.
Certificates of Insurance
Create certificates of insurance, manage certificate holders, and track issuance and expiration dates — all linked to the underlying policies.
Claims Management
Full claim lifecycle management — from first notice of loss through subrogation and close. Every party, document, and action tracked in one place.
Surplus Lines Compliance
Start from an existing policy — auto-fill 8+ fields, build the full placement chain, and generate a compliant filing in one workflow. Built around NRRA rules.
Financial Planning
Project agency revenue with cash flow scenarios. Track premium finance arrangements and payment schedules alongside commission forecasts.
Producer Performance
Define revenue targets per producer, track progress against goals, and view performance scorecards with new business, retention, and commission metrics.
Agency Compliance
Track producer licenses, continuing education credits, E&O policies, and NIPR transactions. Never let a license lapse or miss a CE deadline.
Internal Communication
Real-time messaging between team members without switching to Slack or Teams. Channels, mentions, and instant notifications — all inside Insurstein.
Meeting Intelligence
Record meetings directly in the browser, get AI-powered transcriptions with speaker diarization, and auto-generate meeting summaries linked to client records.
Task Manager
Create tasks linked to clients, policies, or renewals. Set due dates, priorities, and assignees — with reminders that push to mobile.
Client Self-Service
Share a secure link with clients to view their policies, documents, and certificates. Phone verification gate — no password needed.
Mobile App
Full-featured iOS and Android app with the same data, same features, and real-time sync. Pipeline, clients, policies, AI assistant, team chat — all on mobile.
Geographic Analytics
Visualize client locations, identify geographic concentrations, and plan prospecting routes — all from an interactive map view.
Integrations
Insurstein integrates with QuickBooks for accounting sync, Twilio for phone and SMS, Stripe for billing, Deepgram for transcription, and Resend for email delivery.
Workflow Automation
Build multi-step workflows that fire automatically across your entire AMS — renewals, new business, claims, and compliance — without writing a single line of code.
Join agencies that replaced 3+ tools with one platform — and got their evenings back.