What InsureX does

InsureX is a private custom software development firm headquartered in Denver, Colorado, founded in 2019 and operating with a team of 1-10 employees. The firm specializes in CRM automation solutions, with insurance as its core vertical and additional presence in lending, MLM sales, retail, legal, and IoT & life safety. Its service portfolio extends beyond software delivery into strategic CEO advisory work, framing the firm as a hybrid consultancy-software builder rather than a pure product company.

The firm's technical architecture is full-stack and multi-cloud, deploying on both AWS and Azure using a broad portfolio of open-source and mainstream frameworks including Node.js, React, Vue, Laravel, .NET, and Blazor on the back end, with MySQL and MS SQL Server as primary data stores. Desktop packaging via Electron extends the product surface beyond browser-based delivery, while Docker and Linux form the underlying infrastructure layer. There are no proprietary frameworks, patented components, certifications, or named reference customers disclosed in the source material.

InsureX operates a project-based professional services model with quote-based pricing and multi-year contracts, engaging clients through direct sales motion via its website contact channel. Pricing model and contract structures suggest bespoke build engagements rather than recurring subscription SaaS, positioning revenue as episodic and project-anchored. Ownership, leadership, headcount trend, revenue, and funding details are not publicly disclosed.

Name

InsureX

Legal name

InsureX

Website

http://insurex.cloud

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

InsureX is a Denver-based custom software development firm specializing in CRM automation solutions across insurance, lending, MLM sales, retail, legal, and IoT and life safety verticals, delivered via project-based engagements with multi-year contracts.

Ownership category

akta.pro rank

Product category

Custom Software Development Services

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371), Insurance Agents, Brokers & Service (6411), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industries

Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), Enterprise Application UX, Portals & Low-Code Extensions (BPAEAGAM), Customer Experience (CX) & Digital Experience (BPAHAEAC)

Keywords

• Custom software development
• CRM automation services
• Business platform development
• Cloud infrastructure design
• Industry-specific software solutions

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Custom Software Development: InsureX generates revenue through bespoke software development services, creating custom CRM automation solutions, business management systems, e-commerce platforms, system monitoring tools, inventory management systems, and cloud services for various industries. Revenue is likely project-based or consulting-driven rather than SaaS subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

InsureX is a custom software development firm that builds CRM automation solutions, business management systems, e-commerce platforms, system monitoring tools, inventory management systems, and cloud services for clients. It also offers strategic CEO advisory and delivers industry-specific solutions across insurance, lending, MLM sales, retail, legal, and IoT/life safety verticals. Engagements are bespoke projects rather than packaged software products, with full-stack development across web, mobile, desktop, and cloud (AWS/Azure).

Product overview

InsureX offers a suite of custom software solutions centered around CRM development and automation. The core offering is the CRM Development platform, supplemented by modular components including Business Management, E-Commerce Solutions, System Monitoring, Inventory Management, and Cloud Services (AWS/Azure infrastructure design). The company provides industry-specific solutions across Insurance, Lending, MLM Sales, Retail, Legal, and IoT & Life Safety sectors, each offering tailored feature sets for domain-specific workflows such as loan underwriting automation, hierarchy management for MLM platforms, video surveillance cloud hosting, and legal form mapping.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom CRM Development Services Bespoke CRM automation and business platform development that automates and monitors routine business operations for clients across multiple verticals. Delivered as custom development engagements rather than a packaged product.
• Insurance Software Solutions Custom-built solutions for the insurance vertical covering the full sales pipeline from agent onboarding through client acquisition, including Business Management, Rapid Contracting, Lead Management, and Advanced Sales Tools.
• Lending Software Solutions Custom lending solutions covering automated loan application management, underwriting automation, borrower engagement, and advanced sales tools for lenders.
• MLM Sales Platform Development Custom MLM platform solutions featuring hierarchy management, sales management, lead marketplace, hierarchy data management, and integrated learning management with gamification.
• Retail Technology Solutions Custom retail technology including Point-of-Sale systems, VSaaS (Video Surveillance as a Service), multi-marketplace inventory sync, and CRM development for Web3 use cases.
• Legal Technology Solutions Custom legal solutions including data scraping bots for lead generation, automated form mapping for document management, and centralized case management.
• IoT & Life Safety Solutions Custom IoT and life safety solutions including cloud-hosted security cameras (VSaaS on AWS), device management dashboards, device notifications parsing, and website video embedding.
• Cloud Infrastructure Design Services Custom infrastructure design assistance for AWS and Azure cloud environments, including architecture patterns and deployment guidance.
• CEO Advisory Strategic CEO advisory offered alongside the firm's custom software development practice, providing executive-level guidance to client companies.

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Amazon Web Services (AWS)coreTechnology or IntegrationAWS is listed as a technology partner. InsureX utilizes AWS cloud infrastructure for hosting solutions including cloud cameras, device management dashboards, and general cloud services. AWS provides the underlying infrastructure platform for their IoT and cloud-hosted solutions.
• Microsoft AzurecoreTechnology or IntegrationMicrosoft Azure is listed as a technology partner. InsureX leverages Azure cloud services for infrastructure design and deployment, providing alternative cloud hosting options for clients alongside AWS.

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Majesco: Cloud-native insurance platform for P&C and L&A carriers, offering CRM, underwriting, and policy administration. Competes for the same modernization budget as InsureX's insurance vertical, but with a productized, configurable SaaS platform.
• Insurity: Insurance software provider spanning policy administration, claims, and analytics. Comparable to InsureX's insurance CRM and lending underwriting automation offerings via packaged, configurable platforms rather than custom code.
• Duck Creek Technologies: Insurance core systems and CRM platform for carriers and MGAs. Overlaps with InsureX's underwriting automation, policy servicing, and agent/customer engagement work, but at carrier-enterprise scale with productized solutions.
• Salesforce Industries (Vlocity): Industry-cloud CRM offering pre-built insurance, financial services, and lending workflows on top of Salesforce. Overlaps with InsureX's CRM automation, agent enablement, and lending borrower engagement capabilities at a packaged-platform level.
• Vertafore: Established insurance agency management, CRM, and workflow platform serving agencies and carriers. Competes directly with InsureX's insurance CRM, lead management, and contracting capabilities through a packaged software model rather than custom development.
• Applied Systems: Leading provider of agency management and CRM software for insurance agencies and brokers. Comparable to InsureX's insurance vertical focus on agent onboarding, pipeline management, and policy servicing workflows, but at vastly greater scale and productized depth.

Direct peers

• NowCerts: Insurance CRM and comparative rater focused on agency automation and lead-to-bind workflows. Closely aligned with InsureX's insurance agent enablement, rapid contracting, and lead distribution capabilities.
• AgencyBloc: Insurance-specific CRM and agency management platform targeting health and life insurance agencies. Most directly comparable to InsureX's insurance vertical on agent onboarding, lead management, and pipeline tooling, but offered as SaaS rather than bespoke development.
• Globant: Global digital engineering and custom software services firm serving financial services and insurance clients. Direct peer to InsureX on the services-delivery model (custom CRM, cloud, full-stack development) but at enterprise scale across many verticals.
• Slalom: Consulting and custom technology delivery firm with strong insurance and financial services practices. Comparable to InsureX on consultative, sales-led CRM and cloud-modernization delivery, but with vastly larger delivery capacity.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/insurexcorp
• LinkedInlinkedin.com/company/insurexcorp

Revenue estimate

Valuation estimate

Number of profiles

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 InsureX