InsurOS
Coming Soon Workflow Automation

The Operating System for Modern Insurance

Meet our AI-powered Insurance CRM that automates your workflows and eliminates manual tasks, so you can focus on serving your clients.

Free to start
Custom Integrations
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Benefits

Why switch to InsurOS?

Harnessing on the power of AI and built with the latest technologies, InsurOS is the operating system for modern insurance focusing on transforming all facets of the insurance industry.

01
Fast and Easy Setup
Intuitive design. No IT team needed. Import everything and get started.
02
AI-Powered Automation
Built with the latest technologies to automate manual, repetitive tasks, so you can focus on serving your clients.
03
Customization
Tailor the system and data model to your needs. Add custom fields, workflows, and more.
04
Voice Agent Integration
Have a voice agent to answer your phone, complete tasks, and intake information so you don't miss a single call.
Features

Stay Ahead of the Competition

NextGen features to unlock productivity and efficiency. Automate repetitive tasks to free up time for client acquisition and retention.

Lia, the AI Insurance Agent

AI-powered voice agent to answer your phone and intake information. Convert every single hot lead to sales.

Digitize Your Client Data

Centeralized database for all your clients, companies, policies, claims, and more. Easy import and export.

AI-Powered Workflow Automation

Customizable workflows tailored to your business needs. Leave miserable tasks and data entry to AI.

Digital Signature

Why pay the extra $30 per month when you can do everything in one place?

Cloud-Based Data Storage

All your data is secured in one place. Signed documents, files, client data, policies, claims and more.

AI-generated Reports

Data is just numbers until you make sense of it. AI-generated reports to help you discover insights.

Services

Personalized Experience

We are here to help you get the most out of InsurOS. From onboarding to troubleshooting, we are here to support you.

Personalized Onboarding

We'll help you to get started and switch to InsurOS. No need to worry about data entry

PRO
Custom Data Model

We will customize the data model to fit your needs; every table, field, and relationship.

PRO
24/7 Customer Support

We are here to help you get the most out of InsurOS. Anytime, anywhere.

PRO
Custom Workflow Automation

Setup workflows to automate emails, tasks and more. Whatever you need, we'll help you to set it up.

PRO
Custom Reports

Create custom reports to help you discover insights and make data-driven decisions.

PRO
Feature Requests

If you need a feature, there's a good chance that other customers want it too.

PRO
Pricing

Get Unlimitted Access

Enjoy unlimited access to all features and resources, empowering your business to grow without limits.

Most Popular
Professional
$
/Monthly

Perfect for individual brokers.

  • Gmail/MS Outlook Integration
  • Calendar Integration
  • SSO Login
  • Document Signing
  • Personalized Onboarding
  • AI Phone/Voice Assistant
  • Customizable Data Model
  • Client Notes/File Storage
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Enterprise
Individualized

Ideal for growing brokerages.

  • Bespoke Features
  • Organization Management
  • Automated Workflows
  • Internal Database Sharing
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Join thousands of satisfied customers who have optimized their websites and boosted conversions with Metro's AI-powered platform.

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FAQS

Common Questions