InsureZone

We're Tech Nerds, Who Get Insurance.

Distribution & Sales Established Series A

Overview

InsureZone is a veteran insurtech company that combines insurance services expertise with software development to deliver comprehensive technology solutions for the insurance industry. Founded in 1999, the company has spent over two decades building a platform that now processes 6 million insurance applications and has quoted over $8.8 billion in premium.

The company operates as both an insurance wholesale operation and a technology provider, offering white-labeled software solutions to MGAs, wholesalers, carriers, agencies, brokers, and networks across all 50 U.S. states. Their platform encompasses 20+ proprietary API-driven tools that automate submission management, quoting, policy sales, policy self-service, document management, and agency relationship management.

InsureZone's technology is currently in use by over 17,000 insurance agents and has generated over 30 million proposals since inception. The platform delivers real-time comparative rating through a SEMCI (single-entry multi-carrier interface) that connects to 50+ personal and commercial carriers.

Products & Services

FIDO Platform

Core sales and servicing CRM toolset that serves as the foundation of InsureZone's technology platform.

Key Features

Built-in document management
Email integration
Automated workflows for sales and servicing staff
Online and fully automated policy servicing
Licensing and E&O management
Policy payment and billing tools

Target Users: Insurance agents, brokers, wholesalers

Quote+

Real-time comparative rating platform for personal, commercial, and surplus lines carriers.

Key Features

SEMCI (single-entry multi-carrier interface)
Access to 50+ personal and commercial carriers
Routes unrated applications to appropriate underwriters
Support for six commercial lines: Commercial Umbrella, Business Owners, Commercial Property, Commercial Auto, General Liability, Workers Compensation
Surplus lines rating for 30 carriers via ClarionDoor partnership

Target Users: Insurance agents and brokers

AgentSecure

Brandable wholesale platform that automates the entire policy sales and servicing process.

Key Features

White-label customization
Automated policy sales workflow
Policy servicing automation
Retailer dashboard with real-time communication
Programmatic assignment of submissions to staff

Target Users: MGAs, wholesalers, networks

RetireCo

Insurance product suite for life and retirement planning.

Key Features

Life insurance products
Annuities
Disability insurance
Identity theft protection
Living trusts
Long-term care insurance
Medicare insurance products

Target Users: Agents focused on life and retirement products

InsureZone Direct

Retail network solution powering independent insurance agencies and groups.

Key Features

Sales and service reporting tools
Direct carrier access
Personal and commercial lines support

Target Users: Independent insurance agencies, agency groups

At a Glance

Founded: 1999
Headquarters: Fort Worth, Texas
Employees: 11-50
Funding: Series A

Category & Focus

Category: Distribution & Sales
Subcategories: Comparative Rating Agency Management Submission Management Policy Administration
Insurance Verticals: P&C Life & Annuity
Target Customers: Agents, Brokers, MGAs, Wholesalers, Carriers, Networks