Overview

As a producer in the Insurance and financial industry you are continually being asked to do more with less… less support, less commission, and more responsibility to move more product.

InsureSocket offers you revolutionary new approach to the traditional client relationship management tools you are used to. Built from the ground up specifically for people like you we have developed a tool that rest assured will offers the functionality and details in an easy to use format that you need to succeed!

InsureSocket offers you robust marketing and business rules engines that constantly query your clients for sales opportunities. Never miss a conversion, rollover, or termination opportunity again. 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 good internet access and everything is at your fingertips. Being web based also allows you to be fully connected with a hundreds of agencies and carriers for pending case status updates, application uploads, and more.

To find out more about InsureSocket's functionality click here or for a personalized tour  we encourage you to contact us and we will be happy to assist. 

"I have used three client databases in the past five years.  They never really understood my market or how I managed my clients.  InsureSocket truly gets its.  They have made an easy to use tool that gives me all of the necessary information I need to run my business."                                                        - Phil K. with Teak and Stone Insurance