Powering the next generation of insurance Agents

Empowering advisors and agencies with cutting-edge sales ideas, industry leading technology, and superior support, transforming your business into a market leader

InsurHQ Sales Increase Charts

We bring together avi agencies, avi top advisors, and industry-leading avi insurers, delivering unparalleled sales ideas and expertise alongside the best insurance products in the country

Our Solution

Driving Your Success

Solutions

Designed to support every facet of your business. Whether you're looking to streamline operations, enhance sales, or leverage advanced technology, our solutions are tailored to meet your unique needs

  • Generate leads from your own website seamlessly

    Our custom developed, proprietary term and GUL quote system allows you to place a quote engine on your own website (some fees may apply), and track the submissions in the built-in CRM tool, turning them into paid clients.

    If you don’t need it on your website, use the tool in our back end, and all of your quotes will be saved to your profile for quick and easy recollection.

    Add notes to the case, and when you are ready to apply, click a button to let us know (and include your notes) and we’ll be in touch with the proper app packet.

  • Let our team of experts build your next website

    Enhance your marketing and branding with the expertise of our sister company, Wirt Digital. They specialize in designing and building stunning websites for agents and agencies alike. As a bonus, our VIP producers enjoy a completely free custom-built website and logo—ask us how to claim yours today!

    We also offer innovative solutions to automate your lead generation and intake processes, empowering you to focus on what you do best: closing new sales and growing your business.

    Let us partner with you to elevate your agency to new heights!

  • Proprietary portal designed to make your life easier

    Our agent portal is one of the first of its kind, revolutionizing the way advisors interact with Salesforce. With a custom-designed front end built on Salesforce’s robust backend, we’ve transformed the traditional interface into a modern, intuitive experience.

    Easily track your cases through every stage of the underwriting journey, manage your book of business, and leverage our comprehensive underwriting and product library. Our cheat sheets provide quick guidance on where to place challenging cases, ensuring you have the tools you need for success.

    Stay informed with our blog, featuring valuable insights on sales strategies, carrier updates, bonus programs, and more. Soon, you’ll be able to chat directly within the portal, accessing detailed information from PDFs with ease.

    Interested in having your own branded version of this innovative portal? Contact us to learn how we can create a custom solution tailored specifically for your agency!

Sales

High ticket and complicated designs are our forte and with lengthy experience across all product types and sales scenarios we can get your business on the right track

Operations

With decades of experience in both brokerage and IMO, we have an in-depth understanding of carrier contracting and commission management

Product

Top-notch product benchmarking combined with unparalleled expertise to help you identify the best solutions for your client

Innovative Capabilities For Your Business

What Sets Us Apart
Direct Carrier Access

Quickly Scale Your Agency

Our Direct Carrier Access program empowers agencies to take control of their business like never before. By securing direct contracts with top carriers, you gain access to agency-level commissions and the freedom to manage your cases on your terms. No middlemen, no unnecessary delays—just you, your team, and the carriers.

This level of access not only maximizes your earning potential but also allows your case managers to handle the entire process from start to finish. With the autonomy to manage submissions, underwriting, and policy servicing, you can provide a seamless experience for your clients while maintaining the integrity of your brand. Ready to elevate your agency’s capabilities? Ask us how Direct Carrier Access can open new doors for your business!

White Label

Agency In A Box

Looking to launch your own agency with a professional edge? Our white labeling solution is just what you need. We provide a fully branded version of our advanced portal, customized to reflect your agency’s identity. When paired with our Direct Carrier Access program, you get a turnkey “agency in a box” solution, giving you the tools and support to hit the ground running.

From managing client data to overseeing case submissions and commissions, you’ll have everything you need at your fingertips. This is the perfect opportunity for anyone wanting to start an agency quickly and efficiently, without sacrificing quality or control. Ready to make your agency dreams a reality? Let us help you build a business that stands out from day one.

Career Agency

Join a fast moving independent career agency

Joining our Career Agency program at InsurHQ means you get more than just a job—you gain a career path with unparalleled support and resources. As a W2 employee, you receive consistent income, preferred support, and access to our exclusive tools and training. Plus, you’ll receive a custom-built website to establish your digital presence right from the start.

Whether you’re a seasoned professional or new to the industry, our program is designed to provide everything you need to succeed, from streamlined operations to personalized assistance. With our backing, you can focus on building strong client relationships and growing your business. Ready to elevate your career? Let Insur[Name] be the next step in your professional journey!

Advanced Underwriting

Place your tough cases faster!

Navigating complex cases can be challenging, but our advanced underwriting team is here to make it easier. With years of experience and deep relationships with carriers, our team specializes in placing even the most difficult cases. We understand that no two clients are alike, and we take a personalized approach to every situation, leveraging our knowledge and connections to secure the best outcomes.

Whether it’s impaired risk, unique medical histories, or unconventional financial profiles, we’re equipped to tackle it all. We advocate on your behalf, ensuring your clients get the coverage they need, when they need it. Let us be your go-to resource for advanced underwriting support, so you can focus on what matters most—serving your clients and growing your business.

Our Manifesto

Trust and Relationships First

We believe that brokerage begins and ends with exceptional customer service. While product expertise and industry experience are crucial, it’s the relationships and trust we build that truly matter. When you entrust us with your client’s business, we treat it as our own, because your business is more than just numbers—it’s families, dreams, and financial security on the line.

Breaking Away from the Conglomerates

The brokerage industry has seen countless rollups, diluting what makes this business great. We reject the trend of merging for profit at the cost of service. The landscape is littered with the ruins of these consolidations, and it’s time for a change.

Revitalizing an Old Industry

The life insurance space is at a crossroads. The old guard is being replaced by private equity-driven agendas that prioritize profit over people. We’re here to push back, utilizing technology not to replace service, but to enhance it.

A New Way Forward

Imagine an AI-powered underwriter, trained on our product knowledge, offering instant advice and ratings for your clients. Picture submitting a medical summary and receiving a thorough, well-structured report in seconds—all free of charge.

These are not just ideas; they are our commitment to reshaping the future of brokerage.

Join Us in the Fight

We’re on a mission to restore integrity and service to an industry that’s lost its way. Let’s preserve the heart of brokerage—together.

Join us as we bring back relationships to brokerage

Let's Do It
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Powered by the best

In order to be the best, you have to be backed by the best. Our group of carriers are the top names in the industry. When you sign up with InsurHQ, you gain direct access to this fantastic carrier lineup

Insurance Brokerage FAQ's

As a leading insurance brokerage general agency, we are dedicated to providing comprehensive educational resources and insight to our advisors and sub-agencies
View All FAQ

  • What kind of training and development do BGAs offer agents?

    BGAs offer a variety of training and development programs, including product education, sales techniques, and industry updates. Many provide ongoing webinars, workshops, and one-on-one coaching sessions to help agents stay current and improve their skills. This training is tailored to different experience levels, from new agents learning the basics to seasoned professionals looking to refine their strategies and expand their expertise.

  • Do BGAs provide CRM systems or marketing tools for agents?

    Yes, many BGAs offer CRM systems and marketing tools designed to help agents manage their business and grow their client base. These CRM systems typically include features such as client data management, lead tracking, and automated communication tools, allowing agents to streamline their sales process and improve client engagement. By centralizing client information, agents can easily track interactions, set reminders, and organize their follow-up activities.

    In addition to CRM systems, BGAs often provide access to a variety of marketing tools, such as email marketing platforms, customizable sales materials, and digital marketing resources. These tools help agents promote their services, generate leads, and build their brand. Some BGAs also offer co-op marketing programs and social media support, providing agents with additional resources to enhance their marketing efforts and reach a broader audience.

  • What technology and tools do BGAs provide to help agents succeed?

    BGAs provide advanced technology and tools, including quoting platforms, CRM systems, and case management software, to streamline the sales process. They may also offer digital marketing tools, e-signature capabilities, and access to a library of sales and marketing materials. These resources help agents manage their business more effectively, improve client interactions, and increase their overall productivity

  • Do I need to be an experienced agent to work with a BGA/IMO?

    No, you do not need to be an experienced agent to work with a BGA or IMO. Many organizations provide extensive training and support for new agents, helping them to learn the industry and build their business. Whether you are just starting out or are an experienced professional, BGAs and IMOs offer resources tailored to your level of expertise to help you succeed.

  • Why should I work with a BGA instead of directly with an insurance carrier?

    Working with a BGA allows agents to access multiple carriers and products through a single relationship, streamlining the contracting and case management process. BGAs provide personalized support, including underwriting assistance, case design, and expertise in placing difficult cases. They can also advocate on behalf of the agent with carriers to secure the best possible terms for clients. This level of support and flexibility is typically not available when working directly with a single insurance carrier.