Innovating Now.
Securing Ultimate Resources.
Empowering U2.

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.

INSUREU2.

End-to-End Solution.

Our ecosystem gives insurance professionals a seamless path to grow, scale, and maximize profitability. By combining Marketing (INSUREU2 Marketing), AI Technology (INSUREU2 AI), and Virtual Assistance (SCALEU2), we provide a proven, measurable model for agency growth.

Driving Awareness & Lead Generation through handling social media, lead funnels, and content creation. Build a stronger online presence and steady lead generation with less effort.

Real-time guidance and consumer feedback providing actionable consumer insights. Improve decision making with AI prompts. Boost closing ratios and cross-sell more opportunities with data-driven confidence.

Virtual assistance to handle non-revenue tasks, backend call vetting and processing. Free up agents to focus on selling, with lower overhead higher execution, and seamless scalability.

The Combined Power of

Marketing + AI + BPO.

Together these three pillars form an end-to-end engine. Marketing builds awareness and funnels. A drives performance and conversions. Virtual assistance ensures efficiency and scale. The outcome provides high quality leads, faster closes, and more profit with less overhead.

Why it works. Efficiency equals profit. Cut wasted effort while maximizing ROI. Scale your agency with plug-n-play simplicity using a proven model. The results are clear. Growth, retention, and market share.

Innovating now.
Securing ultimate results.
Empowering U2.

INSUREU2 AI

CRAIG

Creating Real AI Guidance

CRAIG is your smartest teammate on every call. It guides agents in real time, takes notes automatically, and uncovers new opportunities while supporting service, claims, billing, and renewals. For a single agent it means less work and better results. For an enterprise it means consistency, compliance, and turning every employee into a top performer. The more you use it, the better it gets.

Knowledge on Demand

Get the right underwriting guideline, carrier rule, or SOP in seconds — right when your team needs it. Instead of digging through portals, shared drives, or outdated documents, agents can ask a question and instantly receive clear, standardized guidance pulled directly from your approved knowledge sources.

  • Instant answers pulled from verified carrier + internal documentation

  • Reduce time spent searching portals, PDFs, and shared drives

  • Standardized guidance that keeps every agent on the same page

  • Faster decisions with fewer escalations and supervisor interruptions

That means fewer kickbacks, fewer re-works, and fewer E&O exposures — while ensuring every interaction reflects your organization’s best practices and underwriting standards.

Proven AI driven results chart

Real Time Guidance

INSUREU2 AI monitors the conversation as it unfolds and delivers in-the-moment prompts that guide agents through every step of the call — from discovery questions and coverage validation to cross-sell opportunities and risk clarification. Instead of relying on memory, guesswork, or personal call style, agents receive clear direction that keeps conversations accurate, consistent, and aligned with agency standards.

  • In-the-moment prompts that keep conversations accurate and compliant

  • Eliminates guesswork and personal call-style inconsistencies

  • Guides agents through discovery, validation, and next-step decisions

  • Reduces missed opportunities and improves cross-sell consistency

  • Supports agents without disrupting their natural call flow

INSUREU2 AI helps ensure the right questions get asked, the right details get verified, and the right next step is taken — every time. Calls become more structured, more productive, and more focused on client needs, leading to higher close rates, stronger retention, and fewer missed opportunities. The guidance is subtle, supportive, and designed to enhance the agent’s workflow — not interrupt it.

Auto Case Notes

INSUREU2 AI automatically generates clean, structured case notes from every call, capturing the full context of the conversation — including coverage questions asked, client responses, risk details verified, disclosures provided, and follow-up actions required. Agents no longer have to choose between focusing on the conversation or typing notes while they talk.

  • Captures full conversation context automatically — no manual typing

  • Structured notes aligned to your agency’s preferred format

  • Eliminates missing details, inconsistencies, and re-work

  • Drops directly into your AMS or CRM with minimal after-call effort

  • Frees agents to stay fully engaged in the conversation

The documentation is accurate, consistent, and aligned with your agency’s preferred format, so every note looks the same — no matter who handled the call. Notes are ready to drop directly into your AMS or CRM, reducing after-call work, eliminating missing details, and giving leadership clearer visibility into call quality and account activity.

Proven AI driven results chart

Unmatched compliance and confidence.

INSUREU2’s AI offers a breakthrough in compliance with automated quality assurance, ensuring every interaction meets regulatory standards. With real-time, personalized responses, and immediate error detection and correction. Agents can confidently navigate complex conversations to deliver the best solutions for clients.

Guidance in Under
0.5 seconds
Trusted by industry experts

Marketing Services.

INSUREU2 Marketing is designed for professionals who want more than visibility — they want influence. Whether you are an agency scaling growth, an enterprise shaping industry leadership, an association expanding its reach, or an individual building a personal brand, we provide the strategy and execution to get you there. Our team manages your presence, creates content that resonates, and builds lead funnels that consistently convert. The result is lasting credibility, stronger client acquisition, and a brand that commands attention in a crowded marketplace.

Targeted marketing.

Join forward-thinking insurance professionals partnering with INSUREU2 to enhance marketing, attract younger clients, and secure a successful future for your business.

Trusted by industry leaders.

X Insurance
GravityCerts
Agent Brokers United: ABU
Presidents Club Sports
e2Value
Meaningful Connections

Transforming how insurance agencies connect, perform, and succeed.

INSUREU2 transforms the way agencies, enterprises, and professionals connect with their audiences. We don’t just market, we build influence. By leveraging tailored social media, precision advertising, and data-driven strategies, we help you reach younger clients, expand market share, and stay ahead of shifting consumer behavior. Our marketing services future-proof your brand, ensuring you not only grow today but continue to lead tomorrow.

Professional

Content Creation.

It’s not just about campaigns. It’s about creating experiences that positional agencies for high growth through meaningful videography and storytelling that commands attention.

Videography

INSUREU2 provides professional videography equipment shot on location using multiple cameras, professional audio, and lighting to capture your brand.

Storytelling

With in-depth knowledge of the insurance industry, INSUREU2 brings your brand to life using captivating storytelling techniques to engage audiences.

Post Production

With utmost attention to detail, post video production brings everything together into one powerful marketing engine that demands attention.

SCALEU2.

Virtual Assistance.

SCALEU2 Virtual Assistance is built by insurance professionals for insurance professionals. Our VAs handle the essential but time-consuming work, from call vetting, policy servicing, billing, claims, and renewals to data entry, follow-ups, and client communications. For agents, it means more time to focus on selling and client relationships. For enterprises and associations, it means consistency, lower overhead, and the ability to scale without limits. With SCALEU2 Virtual Assistance, your team operates leaner, serves clients better, and grows faster.

For Agents. Offload time-consuming tasks like billing, claims, renewals, and follow-ups. Stay focused on selling and client relationships. Gain peace of mind knowing nothing slips through the cracks.

For Enterprise & Associations. Standardize operations across teams with consistent processes. Reduce overhead by eliminating the need for excess in-house staff. Scale capacity instantly without compromising service quality.

For Everyone. Built by insurance professionals for insurance professionals, VAs understand the industry. Delivers efficiency that directly impacts profit. Enhances client satisfaction with faster response times. Provides scalability without adding complexity.

Event Promotion.

We also welcome the opportunity to attend events that are relevant to our industry. These events allow us to stay up-to-date on the latest trends and developments in insurance. If you are interested in having INSUREU2 attend your event, please contact us. We would be happy to discuss your needs and see how we can help.

INSUREU2 Apparel.

INSUREU2 Apparel unites the industry with a shared identity. Wear your profession with pride and show the world what insurance stands for.

Built for those who protect.

INSUREU2 Apparel is more than clothing. It is a modern, professional identifier built for the insurance world. The mark was designed to be simple, recognizable, and instantly understood where trust is earned: client conversations, producer meetings, carrier events, recruiting, and community visibility. When you wear it, you communicate what you stand for: protection, guidance, and long term stewardship, without making it a sales pitch.

We offer apparel because insurance is a relationship business, and relationships are built through credibility, repetition, and presence. A consistent, premium look signals professionalism, creates familiarity, aligns your team, and elevates how your agency shows up, far beyond what a business card or brochure can do.

INSUREU2 is a protected brand for this purpose: to give insurance professionals a clean, unified way to show up confidently, consistently, and memorably. INSUREU2 Apparel turns visibility into trust and trust into momentum. When your team wears INSUREU2 Apparel, it strengthens recognition, deepens trust, and signals that your organization shows up with pride in what you do.

This six-panel trucker cap with a mesh back will be a comfy and classic choice for a perfect day in the sun. Mid-profile cap with a low-profile embroidery area. Plastic adjustable closure.

Lead with who you represent.

This isn’t just a shirt — it’s a signal. When you wear INSUREU2, you’re aligning with innovation, professionalism, and the future of the insurance industry.

This organic ribbed beanie is stylish, practical, and eco-friendly, making it an absolute must-have for your hat selection. With breathable lightweight fabric, you can wear it both indoors and outdoors.

Built for long days and big conversations.

Whether you’re traveling, networking, or grinding behind the scenes, this hoodie represents the mindset of those pushing the industry forward — even when no one’s watching.

This is a structured camper style cap with a firm front panel. Low fitting with pro stitch on crown, 4 metal eyelets, with adjustable plastic buckle with nylan strap closure.

Recognition without saying a word.

From event floors to everyday wear, the INSUREU2 hat is for professionals who show up with confidence, credibility, and connection to the industry.

Everyone needs a cozy go-to hoodie to curl up in, so go for one that’s soft, smooth, and stylish, with front pouch pocket. It’s the perfect choice for cooler evenings with double stitching.

Where credibility meets modern insurance.

This is for professionals who want to look the part while building what’s next. The INSUREU2 polo represents confidence, clarity, and leadership in an industry that’s evolving fast.

Start Your Insurance Journey.

Submit today to check if you qualify, and once approved we will begin onboarding: intake forms, setup, and your first training session.