INSUREU2 by INSUREU2

INSUREU2

Joined December 2025 | Last Updated January 2026

We help insurance organizations grow faster, run leaner, and capture more market share. Our end to end solutions deliver measurable results so leaders can focus on strategy while we power the performance.

Features & Quick Stats

Key Features

  • Real-Time, Compliance-Aware Guidance & Conversation Intelligence

  • Revenue & Retention Automations

  • Integrated Marketing & Growth Enablement Services

  • ScaleU2 VA Staffing for Operational, Sales, Service & Admin Support

  • Insurance-Focused Events, Content Production & Industry-Branded Apparel

Core Business

End-to-end solutions

How INSUREU2 Helps Independent Agents & Brokers

  • Eliminates missed follow-ups and revenue leakage through automated sales, service, and renewal workflows

  • Delivers real-time guidance during live conversations, reducing uncertainty and post-call corrections

  • Improves compliance and consistency with source-vetted, in-the-moment guidance and audit-ready records

  • Standardizes agency operations so every lead, quote, and renewal follows the same process

  • Reduces administrative workload by automating tasks, reminders, and handoffs Increases producer selling time by offloading non-revenue activities

  • Accelerates new hire ramp-up with structured workflows and guided execution Improves client retention and experience through proactive, automated lifecycle management

  • Provides leadership visibility into sales, service, and operational performance

  • Scales agencies without operational breakdown using systems instead of headcount alone

  • Aligns marketing with operations, ensuring leads are handled correctly once generated

  • Supports growth across lines, states, and teams without losing control or consistency

AI Capabilities

Agentic AI system

Certifications & Awards

Important company certifications: SOC 2 Type 2, PCI, DSS, HIPAA, GDPR, CCPA

Subscriber Deals

Relative to services