From the first dial to the issued policy

Not synced. Not exported nightly. The same system as the calls.

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The deals board, by stage. Sample data.

One record.

  • 01

    Stop re-keying the same prospect three times

    One record from the dial to the issued policy.

  • 02

    Know what stage every deal is actually in

    The board shows your team's work by stage.

  • 03

    Quote without leaving the record

    Multi-carrier comparison runs on the lead.

Insurance objects, not custom fields.

  • Leads

    Dialed and worked in one place.

  • Quotes

    Run from multi-carrier comparison.

  • Applications

    Tracked state, including the carrier hand-off.

  • Policies

    Issued and in-force states.

The lead is worked where it is dialed.

Quote inside Assurna. Apply at the carrier.

Multi-carrier quote comparison, built in.

The agent sees options side by side, on the lead.

No vendor is named until one grants written approval.

One record, first dial to issued policy

  1. Lead

    Worked in the same place it is dialed

  2. Dial

    Preview, power, or progressive

  3. Transcript

    Attached to the record, not to a vendor

  4. Quote

    Multi-carrier comparison, built in

  5. Application

    Handed off to the carrier's own application

  6. Policy

    Tied back to the call that wrote it

The application hands off to the carrier.

Assurna does not submit applications. It keeps the record.

The wedge, stated plainly.

Dialer vendors have no insurance objects. Management systems have no dialer.

What the objects make measurable.

What owners ask.

What does Assurna's pipeline actually track?
Leads, quotes, applications, and policies. Real records, in the same system as the calls that made them. Not custom fields on a generic sales object.
Can agents submit an application inside Assurna?
No. The application step hands off to the carrier's own application. Assurna keeps the record. The application is a tracked state on the lead. The issued policy attaches back to the same lead and the same call.
Which carriers are supported?
Carrier fit is scoped on the demo call. It depends on your contracts and the lines you write. We publish no carrier list. We name no vendor without written approval.
Is this built for property and casualty?
No. Assurna is built for final expense and term simplified-issue telesales. If you write property and casualty, this is not your product. We will say so on the first call.
Can I bring my existing leads and policies in?
Data migration is scoped on the demo call, with seats, lead sources, and calling rules. Bring an export sample.

Pricing is published on the pricing page.

Where this record goes.

How many systems does one policy touch?

Bring the stack you run now.

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