Company Performance Metrics
InsurOS is an insurtech company that provides an AI-powered insurance CRM platform for independent insurance brokers and managing general agents. The platform centralizes client, policy, and claims data in a single cloud-based environment and replaces legacy tools and spreadsheets. InsurOS offers customizable data models, workflow automation,
digital signatures, and integrations with email and calendar systems. Its functionality includes automated reporting and AI-generated insights to support data-driven decision making. InsurOS also includes a conversational AI voice agent that answers incoming calls, handles routine intake such as first notice of loss, and executes defined tasks. These capabilities are designed to reduce manual data entry and administrative work so insurance professionals can focus on client servicing and core brokerage activities.
