The Complete Platform for Modern Insurance Brokers
Quote faster, manage renewals with discipline, and keep commissions accurate—without juggling multiple tools. Sol-Insure gives brokers one platform for client management, carrier comparisons, documents, and reporting.
Built by Brokers, for Brokers
We understand the unique challenges of running an independent brokerage. That's why we built a platform that puts your needs first.
Custom Commission Structures
Model real-world commissions—tiers, overrides, splits, bonuses—and keep calculations consistent and traceable.
Multi-Carrier Access
Enter data once, compare options, generate proposals, and service renewals without switching systems.
Real-Time Analytics
Track production, retention, and profitability with dashboards that help identify growth opportunities.
Workflow Automation
Automate renewals, follow-ups, and document generation so producers spend more time selling.
Integrated CRM
Keep prospecting, servicing, and policy history connected in one client view.
Mobile-First Design
Support on-the-go quoting and servicing for modern producer workflows.
Flexible Commission Management
Our advanced commission engine handles the complexity of modern broker compensation. From simple flat rates to intricate tiered structures—we've got you covered.
Commission Templates & Rules
Build standardized models by carrier, product, and producer role.
Agent Hierarchies & Splits
Automate overrides and splits with traceable calculations.
Real-Time Tracking
See earned, pending, and paid commissions at a glance. Agents can view their own statements anytime through the self-service portal.
Carrier Reconciliation
Compare expected vs. actual statements and manage exceptions with documentation.
Quote Multiple Carriers Instantly
Enter client information once and receive real-time quotes from all your appointed carriers. Compare coverage, pricing, and terms side-by-side.
Single Entry
One form populates quotes from all connected carriers. No re-keying, no errors.
Side-by-Side Comparison
Compare premiums, deductibles, limits, and exclusions across carriers instantly.
Instant Bind
Bind policies directly from the quote screen. No separate carrier portal needed.
Proposal Generator
Create professional branded proposals with coverage summaries and recommendations.
Integrated Carriers Include:
Your Entire Book of Business, Organized
Complete visibility into policies, clients, and renewals. Never miss an opportunity to retain or grow your book.
360° Client View
See all policies, claims, payments, and communications for each client in one unified profile.
Renewal Alerts
Automated reminders 90, 60, and 30 days before renewal. Customizable workflows for your process.
Cross-Sell Opportunities
AI identifies coverage gaps and recommends additional products based on client profiles.
Retention Analytics
Track retention rates by carrier, producer, and line of business. Identify at-risk accounts early.
Document Management
Store policies, applications, claims docs, and correspondence. Full text search across all documents.
Client Communication
Send branded emails, certificates, and policy docs directly from the platform with full tracking.
Empower Your Producers
Give your agents the tools they need to succeed. Self-service portals, real-time production tracking, and goal management.
- Self-service producer portal with commission statements
- Personal production goals and leaderboards
- License and appointment tracking with expiration alerts
- Customizable onboarding workflows for new agents
- Training module integration and compliance tracking
- Mobile app for quoting and servicing on the go
Stay Compliant, Stay Informed
Built-in compliance tools and comprehensive reporting to keep your agency running smoothly.
License Management
Track producer licenses across all states. Automatic expiration alerts and renewal reminders.
E&O Tracking
Monitor E&O coverage for all producers. Ensure compliance before allowing quotes.
Audit Trail
Complete history of all transactions, changes, and communications for regulatory review.
Custom Reports
Build reports with drag-and-drop. Schedule automated delivery to stakeholders.
Ready to Transform Your Brokerage?
Join hundreds of brokerages already growing with Sol-Insure. Get started with a personalized demo today.
No obligation • Guided walkthrough • Clear next steps
