Powerful features for modern insurance operations
Discover our comprehensive suite of tools designed to help you manage policies, payouts, and renewals effortlessly.
Struggling to manage everything manually?
Turn messy insurance work to systems.
AI-powered upload
New!Upload a policy once. AI extracts and structures the data.
Business insights
See insights across premiums, insurers, and products in real time.
Renewals and follow-ups
Never miss a renewal with automated WhatsApp & email nudges.
Dashboard (The Command Center)
A high-level overview of the agency's performance.
- Real-time metrics on total active policies, upcoming renewals, and recent payouts.
- Quick action buttons (e.g., 'Upload Policy', 'Add Client').
- AI Assistant widget for immediate queries.
Policy Management
The core repository for all insurance policies.
- AI Extraction Engine: Automatically populates database from uploaded PDFs.
- Search & Filter: Advanced search by client name, carrier, or type.
- Document Viewer: Integrated PDF viewer with side-by-side extracted data.
Renewals & Reminders
Proactive management of the renewal lifecycle.
- Automated Tracking: Timeline view of upcoming expirations (30/60/90 days out).
- Automated Alerts: Email and dashboard notifications for agents.
- Renewal Workflows: One-click options to initiate process or contact client.
Payouts & Commissions
Financial tracking to ensure agents are paid accurately.
- Commission Tracking: Expected vs. received commissions from carriers.
- Discrepancy Flags: Highlights mismatched payouts.
- Reporting: Exportable financial reports for agency accounting.
Customer Workflow (CRM)
Managing the client relationship and necessary documentation.
- Client Profiles: Unified view of a client's entire portfolio.
- KYC Management: Secure upload and verification tracking for IDs.
- Communication Logs: History of interactions with the client.
Organization & Access Management
Essential for multi-agent organizations and brokerages.
- Role-Based Access Control: Control access based on agent or manager roles.
- Audit Logs: Tracking who accessed or modified what data.
Grow your
business fast
Scale your insurance business faster with AI-driven automation. QuerySure centralizes your policies, automates tedious renewals, and accelerates payouts, so you can focus on what matters most—closing deals.
