Enterprise Overview

Whether you are a Brokerage Agency, Bank, Broker Dealer or Carrier you are faced with industry consolidation and shrinking margins.  It has become ever more necessary for you to improve efficiencies and ensure that you continually recruit and maintain good quality agents.

InsureSocket was built from the ground up for the insurance and finance industry giving you immediate value, short implementation times, and the best ROI in the industry.

InsureSocket offers you a revolutionary new way to look at traditional marketing efforts and age old client relationship management tools. With turn-key marketing campaigns InsureSocket allows you to send automated communications offering clear and consistent messages that deliver results!  

Our business rule manager allows you to continually query sales opportunities for your agents and distribute both cross selling and rollover opportunities.

Cutting edge technology allows InsureSocket to be fully web based offering you ultimate flexibility at the office, on the road, or from home. All you need is internet access and everything is at your fingertips. Being web based also allows you to be fully connected with your agency management system and other partners or back end systems for pending case status updates and more.

For those who have complex environments that have or need to supply data to other systems or divisions rest assured that we have the expertise and experience to ensure our systems can talk together.  InsureSocket is fully ACORD XML compliant which means we can hook in to your back end systems with ease providing a even more data rich environment for your organization.

Drive more sales and become more efficient everyday with InsureSocket.  For your personalized demonstration of how InsureSocket can help you reach your goals please call us at 800-908-9707 or email us at info@insuresocket.com.