InsuranceTapp app

Name

InsuranceTapp app

Legal name

CT Acquisition, LLC

Website

https://insurancetapp.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Issaquah

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription Plans: Monthly subscription revenue from two tiered plans - Essentials ($59/month) and Professional ($79/month). Professional tier includes priority support with dedicated specialists and faster response times. Accounts and data saved for limited time after subscription ends.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

InsuranceTapp app is a personalized mobile insurance application offering digital business cards, lead tracking, and client management features for insurance professionals. Built on the Cardtapp platform, it enables insurance agents and agencies to create and share virtual business cards via QR codes and text messages, monitor client engagement through TappTracker, and integrate with CRM systems through a Zapier-powered ecosystem.

Product overview

Cardtapp is a digital business card platform that offers a unified ecosystem of products organized around professional networking and lead management. The core platform is the Digital Business Card App, which enables users to create and share virtual business cards. This core product integrates with additional modules including Text Message Marketing for bulk campaigns, Desktop/Mobile Lead Manager dashboards for contact engagement tracking, Pre-Built Marketing Flyer with QR codes, Business Analytics (Beta) for BI insights, and Co-Marketing Collateral for co-branding with referral partners. All modules connect through a Zapier-powered integration layer supporting 5,000+ third-party tools. The platform is available in two pricing tiers: Essentials ($59/month) for basic needs and Pro ($79/month) for advanced features with priority support.

Differentiator

Problem solved

Functional benefit

Brands

• TappTracker: Lead management and tracking system for monitoring contact engagement.
• Digital Business Card
• Marketing Flyer

Products and services

• Digital Business Card App Mobile-first digital business card platform enabling insurance professionals to create, customize, and share virtual business cards via QR codes, text messages, and direct sharing that save contact information directly onto recipients' mobile devices.
• Text Message Marketing Text message marketing platform enabling bulk campaign messaging and personalized 1-on-1 conversations with prospects and customers directly from the Cardtapp mobile app.
• Desktop Lead Dashboard Centralized desktop portal for monitoring and managing insurance leads, featuring TappTracker contact engagement alerts to help insurance sales teams focus on growth.
• Mobile Lead Manager On-the-go contact engagement alerts accessible via mobile device for real-time lead management, allowing insurance professionals to track prospects from their phones.
• Pre-Built Marketing Flyer Ready-to-use marketing flyer with scannable QR code for sharing virtual business cards and enhancing the professional presence of insurance agents.
• Co-Marketing / Co-Branded Marketing Collateral Co-branding solution enabling insurance professionals to build referral partner relationships through shared marketing materials distributed to partners and clients.

Quantifiable outcome

• 40,000+ customers using the platform
• +2 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core.

• ZapiercoreTechnology or IntegrationZapier powers Cardtapp's integration ecosystem, enabling connections with over 5,000+ business applications including CRM, marketing software, and productivity tools. This allows users to automate workflows and sync data between Cardtapp and their existing business tools.
• SalesforcecoreTechnology or IntegrationSalesforce Essentials integration allows Cardtapp users to sync contact and lead data with their Salesforce CRM instance, enabling seamless data flow between digital business card activities and sales pipeline management.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce: Salesforce is a broad CRM incumbent whose contact, lead, and Salesforce Essentials workflows overlap with Cardtapp's lead dashboard and CRM integration layer, and which could absorb digital-card functionality natively.
• HubSpot: HubSpot is a broad CRM/marketing-automation incumbent whose contact and lead management tools overlap with Cardtapp's lead dashboard and integrations; it has the scale and distribution to embed comparable features.

Emerging players

• Haystack: Haystack is an emerging digital business card and contact management platform focused on professionals and small teams, competing with Cardtapp on mobile-first networking and follow-up workflows.

Direct peers

• HiHello: HiHello is a direct competitor offering a mobile digital business card app with QR-code sharing, contact management, and CRM integrations — closely overlapping Cardtapp's core product, target users, and SMB self-serve GTM.
• Linq: Linq provides NFC digital business cards and a follow-up CRM-like contact platform, overlapping Cardtapp on digital cards, lead capture, and team management workflows.
• Kado: Kado (Kado Networks) offers enterprise-grade digital business cards and contact management, overlapping Cardtapp on digital cards and CRM-adjacent workflows while targeting the enterprise tier Cardtapp's Pro plan also pursues.
• CamCard: CamCard is an established mobile business card scanner and digital card app with CRM integrations, sharing Cardtapp's core product mechanic of digitizing and sharing business cards on mobile.
• Popl: Popl sells NFC- and QR-code-enabled digital business cards and lead-capture tools aimed at professionals and SMBs, directly competing with Cardtapp on mobile-first contact sharing and networking.
• Blinq: Blinq offers a digital business card app with QR-code and NFC sharing, plus team/enterprise plans — a direct peer in functionality, pricing tiering, and self-serve distribution.

Regional players

• Sansan: Sansan is a Japan-based business card scanning and contact-management platform with overlapping digital-card functionality; it is comparable as a category peer but does not primarily compete in the U.S. SMB market where Cardtapp is focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/watch?v=CU24iLKSkOA
• Xx.com/InsuranceTapp
• Facebookfacebook.com/InsuranceTapp

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 InsuranceTapp app