InsuraTec

What InsuraTec does

InsuraTec is a privately-held, cloud-based brand and technology platform founded in 2021 and headquartered in Yulee, Florida, that provides infrastructure services to insurance agencies, independent marketing organizations (IMOs), and carriers. The platform is organized around eight core solutions — Business Intelligence, Agent Contracting & Licensing, Marketing & Lead Generation, Proprietary Insurance Products, a white-label offering, Corporate Operations & Administration, Agent Recruiting & Retention, and Legal & Compliance — supported by three proprietary platform components: Co-Pilot e-Application (electronic applications with instant quoting and simplified underwriting), InsuraTec Connect (direct-to-carrier access that bypasses third-party hurdles), and Job Funnels (pre-built recruiting funnels for agent activation). The platform manages contracting, licensing, E&O insurance, background checks, and continuing education with automated renewal alerts, and provides analytics that pull data from across agency operations to support growth decisions and team coaching.

The company operates a B2B subscription model on multi-year, custom-priced contracts, with pricing not publicly disclosed and quotes tailored to agency size and selected solutions. InsuraTec runs a sales-led, enterprise field-sales go-to-market backed by consultative demos, structured multi-step intake forms for prospect qualification, and dedicated pathways for strategic collaboration with carriers and distributors. The customer base spans four segments (independent agents, life & health agencies, IMOs, and insurance carriers), and the website displays approximately 40+ carrier logos reflecting the breadth of the distribution ecosystem accessible through InsuraTec Connect. White-label deployment under 'Your Brand, InsuraTec Infrastructure' allows agencies and IMOs to deliver e-apps, recruiting funnels, client portals, and analytics under their own logo, colors, and domain, supporting the company's explicit 'True independence. Not acquisition' positioning.

The company is privately held with no disclosed parent company, no disclosed institutional funding rounds, no public revenue figures, and no patent or award disclosures in the input data. Headcount is reported in the 251-500 range, with sales leadership identified as Greg Birch, VP of Sales and Marketing. The current operating footprint is concentrated in the United States, with primary operations based in Florida.

Name

InsuraTec

Legal name

InsuraTec

Website

https://insuratec.org

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

InsuraTec is a cloud-based, B2B insurance infrastructure platform providing technology, compliance, recruiting, marketing, and direct-to-carrier connectivity services to independent agents, life and health agencies, IMOs, and insurance carriers across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Yulee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform/SaaS Infrastructure Services: InsuraTec generates revenue by providing its technology infrastructure platform to insurance agencies, IMOs, and carriers. As a B2B infrastructure provider, the company likely operates on a subscription or licensing model where clients pay for access to the platform's tools including business intelligence, compliance tracking, agent management, and carrier connectivity. The white-label offering ('Your brand, InsuraTec infrastructure') suggests tiered pricing based on customization and branding requirements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

InsuraTec operates a cloud-based brand and technology platform that provides infrastructure services to insurance agencies, independent marketing organizations (IMOs), and carriers. Its offering bundles business intelligence, agent contracting and licensing, marketing and lead generation, proprietary carrier products (powered by the Co-Pilot e-application and Connect infrastructure), agent recruiting and retention, legal and compliance, corporate operations, and a white-label option ("Your Brand with InsuraTec Infrastructure") so agencies can run their distribution operations under their own brand.

Product overview

InsuraTec is a brand and technology platform providing a modular infrastructure solution for insurance agencies. The platform consists of eight core solutions—Business Intelligence, Agent Contracting & Licensing, Marketing & Lead Generation, Proprietary Insurance Products, Corporate Operations & Administration, Agent Recruiting and Retention, Legal & Compliance, and Your Brand (white-label)—supported by three key platform components: Co-Pilot E-Application (for electronic applications and instant quoting), InsuraTec Connect (for direct-to-carrier access), and Job Funnels (for recruiting and onboarding). Agencies can access these as a unified platform or select individual solutions under their own brand.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Intelligence

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

One partnership is on record.

• Multiple Insurance Carriers (Logos Displayed)coreChannel Partner/ Reseller/ DistributorInsuraTec displays logos of approximately 40+ insurance carriers on its website under a 'Trusted by leading insurance carriers' section. These carriers represent the distribution partners whose products are accessible through InsuraTec's Connect infrastructure platform. The carriers work with InsuraTec to enable their products to reach independent agents and agencies through the platform's direct-to-carrier access solution.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vertafore: Vertafore is the dominant insurance agency management system provider (AMS360, Sagitta, QQ Catalyst). It is the most direct competitor to InsuraTec across agency operations, compliance, and carrier connectivity for independent agencies and IMOs.
• Applied Systems: Applied Systems is the largest insurance agency management platform (Applied Epic) and operates EZLynx for comparative rating and carrier connectivity. It competes head-to-head with InsuraTec on end-to-end agency infrastructure and carrier integration.
• HawkSoft: HawkSoft provides agency management software for independent insurance agencies of all sizes. Like InsuraTec, it targets independent agencies with workflow, accounting, and carrier connectivity, making it a direct mid-market peer.
• EZLynx (an Applied company): EZLynx is a comparative rater and agency connectivity platform tightly integrated into the Applied stack. It is directly comparable to InsuraTec's Co-Pilot e-Application and Connect carrier-access infrastructure.
• AgencyBloc: AgencyBloc provides CRM, agency management, and lead-processing tools for life and health insurance agencies. It is directly comparable to InsuraTec's life & health agency segment focus, with overlapping compliance and recruiting features.

Emerging players

• NowCerts: NowCerts offers a comparative rater, CRM, and agency management platform built around carrier connectivity and producer workflows. As an emerging, growth-stage player it competes with InsuraTec's e-application and carrier-access modules.
• Better Agency: Better Agency is an insurance-specific CRM and marketing automation platform focused on helping independent agents grow their pipelines. It overlaps with InsuraTec's Marketing & Lead Generation and CRM-adjacent capabilities.
• Agency Revolution: Agency Revolution provides insurance marketing automation, websites, and lead-conversion tools for independent agents. It competes with the marketing/lead-generation and white-label website components of InsuraTec's platform.

Broad incumbents

• Salesforce (Financial Services Cloud): Salesforce Financial Services Cloud is a broad CRM platform with insurance-vertical templates for agencies and carriers. While not insurance-native, it competes for the same agent-management, BI, and engagement budget InsuraTec targets.
• HubSpot: HubSpot is a broad marketing automation and CRM incumbent increasingly used by insurance agencies for lead nurturing and pipeline management. It overlaps with InsuraTec's Marketing & Lead Generation module as a partial substitute.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/insuratec

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InsuraTec