Coming soon
Insured HQ for teams and IMOs · Insurance agency management system
See and lead your whole team from one place.
The team dashboard, coaching and consistency system for agency owners and IMO leaders.
HQ is in design. Here's what it will do.
Insured HQ · Coming soonSample
The whole team. One view.
06Calls today
02Agents to check in
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
In short
What is Insured HQ?
Insured HQ is the agency management add-on for life and annuity team leaders, coming soon. It shows activity, appointments, applications and pending cases across your downline, tracks each agent's licenses, E&O and training, runs coaching at scale and rolls your scripts and rules out to every agent's Insured OS.
01In practice
What HQ is not
HQ isn't policy administration or accounting software for property and casualty agencies. It's agency management software built for life and annuity teams.
02A closer look
Who HQ is for
Agency owners
See every agent's activity, licenses and pending cases, and coach the whole team.
IMO leaders
Give every agency and agent in your downline the same scripts, rules and version.
See who's working, who's stuck and who's quiet.
One playbook on every agent's system.
Coaching that reaches every agent, every week.
A heads-up before a license or E&O expires.
03A closer look
Everything inside HQ
Also inside: training paths by stage, team contests with clear rules, and a weekly brief for your team meeting.
Team dashboard
Dials, appointments, applications, pending cases and issued business, by agent, team and week.
Downline view
Each agent's licenses, E&O, AML, appointments, contract level and training, with alerts before anything expires.
Check-ins
A steady rhythm with every agent, notes saved, and a nudge when someone goes quiet.
Team coaching
The sales coach across your team: call reviews, objection trends, role-play and coaching plans.
Roll-down
Your scripts, rules, disclaimers and brand on every agent's Insured OS.
Offboarding
A clear checklist when an agent leaves: handover, access to remove, final numbers.
04Made for your day
One playbook, every agent
Update a script once. Every agent's next draft uses it.
New agents start with your playbook on day one. Rolled-down scripts still pass each agent's compliance check.
Insured HQ · Coming soonSample
The whole team. One view.
06Calls today
02Agents to check in
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
05In practice
How do you manage a team of insurance agents?
Keep a steady check-in rhythm, set clear activity goals, give everyone the same scripts and rules, coach on real calls, and catch it early when someone goes quiet. HQ is built to give you that rhythm: check-in reminders, coaching plans and alerts, so leading your team doesn't depend on you remembering everything.
06A closer look
What can owners see, and what stays private?
Each agent agrees at onboarding before you see their work. Then you see full client details for agents on your team, plus activity, applications and pending cases. Health notes stay hidden unless the agent chooses to share them. Call reviews only use recordings made with consent.
You see, with each agent's consent
Client details, activity, pipeline, pending cases, licenses, training.
Stays with the agent
Health notes, unless the agent shares them.
Recording consent rules vary by state. General information, not legal advice.
07How it works
For IMOs: one rollout, one version
IMO software that stays in sync across your whole downline.
1. Your team version
2. A private plugin marketplace
3. Every agent on the same version
Works with Insured Recruit
Recruit takes new agents from first hello to producing, then hands them to HQ.
The same rules for everyone
Every agent gets your approved scripts and rules, and updates reach everyone at once.
08In practice
Pricing
Pricing coming soon, with team pricing for agency owners and IMOs. Each agent runs Insured OS Core; HQ connects them.
09A closer look
Questions about HQ
Is HQ software for IMOs or for single agencies?
Both. Agency owners use HQ for downline management: activity, licenses, check-ins and coaching. IMO leaders add the private rollout, so every agency under them runs the same version with the same scripts and rules. Team pricing for both is coming soon.
Is Insured HQ an agency management system?
For life and annuity teams, yes: insurance agency management software for your agents' activity, licenses, training and coaching. It doesn't replace carrier or IMO back-office systems, and it isn't built for property and casualty agencies.
When is Insured HQ available?
HQ is coming soon. Book a team demo now to see the plan and tell us what your team needs, or join early access to hear when it opens.
Do my agents each need Insured OS Core?
Yes. Each agent runs their own Insured OS Core, and HQ connects them to your dashboard. Team pricing is coming soon. Book a team demo to talk through your team's size and setup.
Does HQ track commissions and overrides?
Not yet. Commission, override and chargeback tracking is coming later. Until then, your carrier and IMO statements stay the source of truth for pay.
Your next step
See your whole team in one place.
Book a team demo. Tell us how your team works, and help shape HQ before it ships.