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