Powering the next generation of insurance agents

Support and solutions for advisors to thrive in a changing market
Grow Your Business

Cut out the middleman

Direct carrier access means faster issue times, better compensation, and more control over your business

Work Smarter

Streamline your entire workflow with tools that simplify quoting, case management, and commissions.

We've Got Your Back

From underwriting to commissions, get expert support every step of the way — so nothing slips through the cracks.

Sell More

Use proven sales strategies built specifically for insurance advisors — no generic scripts, just results

We unite top advisors, agencies, and leading insurers to deliver powerful sales strategies and the best insurance products in the industry.

Driving Your Success

Our solutions are built to support every part of your insurance business, helping you streamline operations, grow sales, and use technology to work smarter.
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    Let our team of experts build your next salesperson

    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!

    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.

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 Expertise

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

Our Manifesto

Trust and Relationships First

At the heart of this business is trust. We believe great brokerage is built on exceptional service and lasting relationships — not just products or transactions.

When you trust us with your client’s case, we treat it like our own. Behind every application is a family, a future, and a dream — and we never lose sight of that.

Keeping It Personal

In a world where agencies are getting bigger and less personal, we’ve stayed true to a simple idea: service should feel like a relationship, not a 1-800 number.

Even though some of our non-core carrier contracts flow through larger networks behind the scenes, your experience is always direct, personal, and hands-on. You work with us — not with a call center or a faceless machine.

Growing Together

We don’t believe in churning through agents. We’re here for the long haul — growing our business by helping you grow yours.

Through sales ideas, joint case work, underwriting support, and collaborative planning, we work alongside you to build something better, year after year.

Modern Tools, Old-School Values

Technology should enhance service, not replace it. That’s why we’re building tools that make your life easier — like AI-powered underwriting insights and instant case summaries — without ever losing the human connection that makes the difference.

The Future We’re Building

We believe there’s still a place for brokerage that’s personal, responsive, and rooted in real relationships — and we’re proving it every day.

If that vision speaks to you, we’d love to work together.

Real Relationships.
Better Brokerage.
Join Us.

Book a 15-min call
Want to learn more before chatting? Send Us An Email

Innovative Capabilities For Your Business

What Sets Us Apart
Advanced Underwriting

Package your case more efficiently

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.

White Label Branding

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.

Direct Carrier Access

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!

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
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