Pivotal

Pivotal

digital transformation

Insuremate

A powerful platform that enables insurance professionals to work together seamlessly.
With our intuitive interface, researching plans, & side-by-side options, staying up-to-date is easier than ever before.
Extensive Products Overview
InsureMate provides an extensive products overview, allowing you to list out the key metrics of the latest & hottest products in the market at a glance.
Intuitive View Options

Review plan details with accessible table or dynamic chart view.

Powerful Product Comparison

Compare products side-by-side by adjusting key factors & to get what matter most to your client.

Premium Content Library​
A centralized content feed allows you to streamline your team’s marketing efforts & stay updated with the latest discounts and announcements. With just a few clicks, you can access marketing materials, ensuring consistent messaging & maximizing the impact of your promotions.

insuremate

Supporting Insurance Teams with Advanced Analytics

Communication Simplified

Broadcast important messages to your team, foster collaboration, and ensure everyone stays
on the same page using Team Space.

Real-Time
Performance Monitoring

Comprehensive analytics give you immediate view into key performance indicators for effortless tracking, trends identification, & data-driven decision making.

Form Library Management

Agents can upload relevant documents to the form library, filter & view files in the app, then seamlessly share to messaging services or find needed forms with ease.

Future-proof Your Advantage
Your success story starts now.
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