• A Custom Online Platform For Insurance People

    Build your insurance platform. Own your online space. Lead your business with confidence from anywhere.

  • Felipe Inoa | Insurance Broker

    "This is the way to actually scale..."

     

    www.inoalivingtrust.online

    Katrina Bui | Insurance Broker

    "This is the best way... thank you for pushing me to get this done"

     

    www.assetsshield.com

    Richard Anderson | Ins. Broker

    "I am very happy with this product."

     

    www.richardandersoninsurance.com

  • Select Your Plan

    Join us for these amazing benefits for your insurance business.

    Pro-Broker Plan

    For independent insurance brokers

    with a team of 3 or less

    $45.99

    per month

    ✓ 24/7 Customer Support

    ✓ Quote & Application Form with unlimited submissions
    ✓ Branded with your logo

    ✓ Agent Portal/Carrier Organizer

    ✓ Unique Link with custom URL with your domain

    ✓ Access to member portal

    ✓ Duplicatable smart site for 3 team members or less w/ names and custom pictures

    ✓ Ability to add or remove members

    ✓ Ability to upgrade

    ✓ Access to member portal and special offers

    Recommended

    Enterprise-Broker Plan

    For medium size insurance brokers

    with 4-9 team members

    $117.99

    per month

    ✓ Pro-Broker Plan Features

    ✓ 24/7 Customer Support

    ✓ Quote & Application Form

    with unlimited submissions

    ✓ Free Logo Design
    ✓ Branded with your logo

    ✓ Option to remove Cognito database branding on forms

    ✓ Agent Portal/Carrier Organizer

    ✓ Unique Link with custom URL with your domain

    ✓ Access to member portal

    ✓ Smart duplicatable site for 4-9 team members w/ names and custom pictures

    ✓ Ability to add or remove members

    ✓ Ability to upgrade

    ✓ Access to member portal and special offers

    Custom-Broker Plan

    For Larger sized insurance brokers

    with 10+ team members

    Inquire Price

    per month

    ✓ Enterprise-Broker Plan Features

    ✓ 24/7 Customer Support

    ✓ Quote & Application Form

    with unlimited submissions

    ✓ Free Logo Design
    ✓ Branded with your logo

    ✓ Option to remove Cognito database branding on forms

    ✓ Agent Portal/Carrier Organizer

    ✓ Unique Link with custom URL with your domain

    ✓ Access to member portal

    ✓ Smart duplicatable site for custom number of team members w/ names and custom pictures

    ✓ Ability to add or remove members

    ✓ Ability to upgrade

    ✓ Free video/pictures showcasing merchandise with logo

    ✓ Access to member portal and special offers

  • All the Features You Need To Grow Your Insurance Business Online

    Domain Names

    Use one a domain you already own, so your clients know who they are buying from.

    Quote & Application Form

    You can send clients your link and form will get pushed to your email from your online platform to notify you.

    Agent Portal

    Organize your insurance carriers in one place for easy access to all of them. Saving you time and effort.

    Remote Access

    Have the ability to present and showcase your portfolio of products to you clients remotely.

    Control

    Control your online agency with the click of a button. Adding and removing features or restricting access.

    Duplicatable Sites

    For an agency with a team of agents, allow your team to have their own online profile and unique link to share.

    Secure

    Every site is protected and encrypted with SSL technology to secure your clients information.

    Customizations

    Our software allows for any insurance agent or agency to design their platform with any products or team size.

    24/7 Customer Support

    You will have access to our support team by email. We will be able to fix/edit your platform within 24 hours.

  • Your Insurance Business At The Palm Of Your Hands & On The Go.

    Build, Own & Lead your insurance business remotely.

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    This policy is effective as of 1 January 2019.