Compare this with other toolsSave it to your board and evaluate your options side by side.
Save to board

InsureTrek Reviews & Product Details

Profile Status

This profile is currently managed by InsureTrek but has limited features.

Are you part of the InsureTrek team? Upgrade your plan to enhance your branding and engage with visitors to your profile!

Product Avatar Image

Have you used InsureTrek before?

Answer a few questions to help the InsureTrek community

InsureTrek Reviews (2)

Reviews

InsureTrek Reviews (2)

5.0
2 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Kate S.
KS
Operations Manager
Small-Business (50 or fewer emp.)
"InsureTrek- The Clear Solution for Too Many Licenses and Too Little Time!"
What do you like best about InsureTrek?

The layout is very user-friendly. The support team responds quickly, resolves issues efficiently, and even reaches out proactively to make sure any other questions get answered. I’ve run into several licensing issues that I wasn’t sure how to solve, and Sai at InsureTrek almost always has an answer—or knows how to track down the right solution. It’s saved me a lot of time that I would otherwise spend figuring out who to contact about these technical questions.

I’ve also appreciated how much easier it’s made our application process. When you have to track so many licenses for 30+ agents, it’s a huge help to have one place that not only keeps everything organized, but also makes renewals and date tracking feel as simple as the push of a button.

We've had almost no performance issues, but when things inevitably break, their team is always quick to fix the issue, and complete the task we had initially set out to do.

Additionally, its saved us so much time in the actual application process. The cost is minimal compared to the time it used to take going into Sircon and checking box after box, manually importing licenses numbers, and tracking expiration dates. Review collected by and hosted on G2.com.

What do you dislike about InsureTrek?

Honestly, I have yet to find any features I dislike about InsureTrek. Review collected by and hosted on G2.com.

Courtney J.
CJ
Insurance Agent
Mid-Market (51-1000 emp.)
"InsureTrek Keeps Licensing and Renewals Organized with Amazing Support"
What do you like best about InsureTrek?

I love using InsureTrek — it helps our agency stay organized with licensing, renewals, and projected upcoming costs. They also have an amazing support team that assists us throughout the licensing process. Since each state has its own requirements, having their additional knowledge and guidance is incredibly valuable and ensures everything is completed accurately. Review collected by and hosted on G2.com.

What do you dislike about InsureTrek?

nothing its great and handles exactly what we need Review collected by and hosted on G2.com.

There are not enough reviews of InsureTrek for G2 to provide buying insight. Below are some alternatives with more reviews:

1
Applied Epic Logo
Applied Epic
4.4
(1,559)
Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.
2
AMS360 Logo
AMS360
4.3
(857)
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.
3
QQCatalyst Logo
QQCatalyst
4.4
(536)
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools.
4
EZLynx Logo
EZLynx
4.3
(444)
EZLynx® is the all-in-one platform independent insurance agencies trust to run smarter, faster, and more efficiently. With built-in tools for rating, policy management, automation, AI-powered insights, retention, and customer self-service, EZLynx brings everything agents need to manage the insurance lifecycle in one intuitive system. For over 20 years, agencies nationwide have relied on our innovation and support to grow their business with confidence.
5
Jenesis Logo
Jenesis
4.7
(155)
Jenesis Software creates enterprise quality Agency Management System Software for the Insurance Industry.
6
BenefitPoint Logo
BenefitPoint
4.1
(96)
BenefitPoint is a web-based benefits management system that helps HR professionals administer employee benefits.
7
Sagitta Logo
Sagitta
3.9
(84)
Streamline operations and power up profitability in your large agency or brokerage.
8
Bridge Insure Logo
Bridge Insure
4.6
(83)
Bridge Insure offers a comprehensive communication platform tailored specifically for insurance agents and brokers, aiming to streamline client interactions, enhance team collaboration, and drive business growth. By consolidating various communication tools into a single, user-friendly interface, Bridge Insure simplifies the management of client relationships and internal operations. Key Features and Functionality: - Unified Communications: Integrates phone, text, chat, video, and VoIP services into one cohesive platform, ensuring seamless interactions with clients and team members. - Advanced Phone System: Provides automation, insightful analytics, and flexibility, including features like CSR and call reports, screen pop-ups, and integration with CRM and AMS systems. - eSignature and Online Faxing: Facilitates fast and secure paperless agreements, allowing users to manage and track documentation conveniently from any location. - Compliance Management: Automates compliance processes, covering standards such as E&O, PCI, FCC, TCPA, CTIA, and TCR, thereby reducing the risk of non-compliance. - Seamless Integrations: Offers advanced integrations with various agency management systems (AMS) and customer relationship management (CRM) tools, enhancing operational efficiency. Primary Value and Solutions Provided: Bridge Insure addresses the common challenges faced by insurance agencies, such as managing multiple communication channels, ensuring compliance, and maintaining efficient workflows. By unifying these essential functions into a single platform, it reduces the complexity and costs associated with using disparate systems. This integration not only saves time but also enhances productivity, allowing agents and brokers to focus more on building client relationships and growing their business. Additionally, the platform's compliance features provide peace of mind by automating regulatory adherence, thereby mitigating potential risks.
9
HawkSoft Logo
HawkSoft
4.8
(83)
HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer service.
10
iLife Technologies Logo
iLife Technologies
4.7
(78)
iLife is the fastest and easiest way for life insurance businesses to build an interactive client experience online. Say goodbye to phone tag and cumbersome paperwork. Say hello to the world’s first and only hub for life insurance agents to brand a microsite, provide quotes in real time, and access CRM functionalities all in one place.
Show More
People Icons

Start a Discussion about InsureTrek

Have a software question? Get answers from real users and experts.

Start a Discussion
Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

Product Avatar Image
InsureTrek