What's on a client card
- Client name and address
- Producers on the account
- Contacts at the insured
- Notes the whole desk can use
- Subsidiaries and related entities
For agency & brokerage desks
Stop hunting for carrier phone numbers.
Keep client knowledge with the firm.
InsuraCards gives AEs, producers, and CSRs a shared place for carrier contacts—and Ask Becky for the client details that usually live in one person’s head.
- Carrier cardsFind the carrier, open the card, call or email the right person. Team notes stay on the card. Desks spend about ~8.3 hours per person per week hunting contacts the old way—PDFs, inboxes, sticky notes, “who has Travelers?”
- Ask BeckyShared client cards: producers on the account, who to call at the insured, subsidiaries, and notes—so the agency still knows when someone is out or moves on.
14-day free trial · no sales call required
- Your agency’s private workspace
- Shared across the desk
- Notes that stay with the card
- 14-day free trial
- Cloud or on your servers
How it works
- 01
Search
Carrier name, line of business, or policy type.
- 02
Open the card
The right phones, emails, and people—on one screen.
- 03
Call or email
Tap the field. Stay on the conversation.
- 04
Leave a note
The next person on the file picks up where you left off.
On the desk
Built for people who live on the phone.
Click through a real day on the desk—carrier cards when you need a number, Ask Becky when you need the client story.
On the desk
Carrier cards. Ask Becky. Same login.
Walk a real day: find a carrier number, leave a note, then open a client card for producers and contacts. Click any step for detail.
Ask Becky
Client knowledge that stays when people leave.
Every desk has a “Becky”—the person who knows which producer owns the account, who answers at the insured, and what happened last renewal. That knowledge usually lives in one head or one inbox. Ask Becky puts it on shared client cards so the next AE or CSR can pick up the file.
Who uses it
- AEs, producers, and CSRs on the desk
- Sits next to carrier cards in Directory
- Same login whether you run Cloud or OnPrem
Why “Ask Becky”
The knowledge stays with the agency.
Named for the people who already hold the desk’s client knowledge. Now the firm holds it too—searchable, shared, still there after vacations and turnover.
How you run it
Same desk tools. Two ways to host.
Carrier cards and Ask Becky are what the desk uses. Cloud means we host. OnPrem means your firm hosts. Pick what fits your IT and compliance needs.
Fastest start
Cloud
We host it
Start in a browser in minutes. No servers for your agency to stand up. Search, cards, notes—ready for the desk.
- 14-day free trial
- We run the hosting
- For AEs, producers, and CSRs
Your servers
OnPrem
You host it
Same desk product on your network when IT or compliance needs data to stay in-house. Your team still uses carrier cards and Ask Becky in the browser.
- Runs on your firm’s infrastructure
- Offline license · data stays with you
- Details for IT on the OnPrem page
From someone who still works the desk
I have worked in insurance nearly 14 years. I have yet to see a system that lets me keep an updated carrier contact list that stays accurate and is easy to use. That's why my husband and I created InsuraCards.
14-day trial
Put it on your desk for 14 days.
Free cloud trial. Search carriers, open a client card, leave a note. No pitch meeting.
Start free trial- Searchable carrier cards
- Tap-to-call & email
- Notes on the card
- Shared with your desk
- Ask Becky client cards
Talk to us
Questions?
Fit for your agency, how to roll it out, or how hosting works—leave a note. We read every message.