InsurSuccess was founded on a fundamental observation: the modern insurance landscape has structurally shifted away from the interests of the independent agency owner.

The industry is currently defined by layers of upline intermediation that designed to extract value from production rather than empower it. Agencies are encouraged to build upon "rented land"—relying on shared platforms that dilute margins, expose client data to cross-selling, and create significant operational vulnerability.

We exist to engineer the path to independence. This doesn’t mean you leave your upline behind, it means that you are in a strong position to make sure you are not a pawn in their revenue stream. Our premise is simple: You should own the infrastructure that powers your revenue.

This requires more than just software. Partnering with us provides you access to our patent pending system that starts with a prebuilt foundation that is then customized for your agencies operational nuances. Then we implement gold standard procedures, and provide deep, fractional operational resources to ensure you can afford to operate, invest and grow. This model grants growing agencies access to executive-level human capital and Fortune 100 sophistication without the immense overhead of traditional staffing models. We leverage cutting edge technology and AI to streamline sales, retention, override distribution, compliance and marketing.

Our efficiency is your operational cost savings and unlike your override agreement, it doesn’t syphon revenue from each sale. This is how you leverage technology to decrease your cost per sale.

We recognize that burnout is caused by industry engineered stress that is manufactured to make you sell your agency. Whether you want to sell, hold or retire, do so on your terms and for maximum value.