InsureOS is the revenue operating system UK insurance brokerages run on. Score every lead, route to the right adviser, follow up across every channel, attribute every pound — without renting eight different tools.
Early access — onboarding the first cohort of UK brokerages. Built by operators who've run broking teams; sold to brokerages, not to advertisers.
| Source | Leads | Revenue | RPL |
|---|---|---|---|
| Meta | 112 | £6,840 | £61 |
| 64 | £5,920 | £92 | |
| Referral | 38 | £3,410 | £89 |
| Direct | 34 | £2,250 | £66 |
Most UK brokerages spend more on lead acquisition than on the operating system that converts those leads. InsureOS inverts that ratio.
Leads die in shared inboxes and spreadsheets while advisers chase quotes.
Every inbound lead is scored, deduplicated and routed to the right adviser in under three minutes.
Reminders go out from one channel, on one cadence, from one inbox nobody owns.
Multi-channel reminders across SMS, email, WhatsApp and voice — sent from your own sender IDs, threaded per lead.
Nobody knows true CPL, RPL or LTV by source — attribution stops at the form.
Revenue is attributed end-to-end: source → campaign → SDR → adviser → policy → commission.
Compliance is a quarterly spreadsheet exercise and a panic before audit.
Immutable audit logs, IDD/GDPR consent capture and SM&CR-aligned roles, always-on.
A generic CRM, a messaging vendor and a Zap layer leave attribution broken between the seams.
One platform, per-tenant credentials, transparent pricing, broker-shaped out of the box.
Each lead arrives with an AI score and intent band surfaced directly in the leads list, so high-intent reaches advisers first.
One conversation timeline per lead across every channel you connect. Voice is available when you configure a voice provider.
An assignment engine that respects adviser specialism, capacity and role — with dedicated SDR and adviser queues out of the box.
Attribution by source on the dashboard, plus a reports view with CPL, CPA, show rate, conversion and revenue across the last 30 days.
| Source | Leads | CPL | RPL |
|---|---|---|---|
| Meta · Motor | 112 | £14 | £61 |
| Google · Brand | 64 | £8 | £92 |
| Referral | 38 | £0 | £89 |
| Direct | 34 | — | £66 |
Immutable activity logs, IDD-aligned disclosure fields by product line, GDPR consent capture, and role definitions that map to SM&CR responsibilities are part of the platform. Per-tenant data isolation means a brokerage's records never share a row with another tenant's.
InsureOS is a software provider, not a regulated firm. Your brokerage remains the FCA-authorised entity and the data controller for your customer data.
Transparent monthly pricing. Your communication providers are your own — InsureOS never marks up SMS, voice or email.
Small brokerages ready to professionalise lead handling.
Brokerages running paid acquisition and multi-channel follow-up.
Established brokerages with dedicated SDR and adviser teams.
Multi-brand groups and AR networks with white-label needs.
Prices in GBP, excluding VAT. Outbound messaging beyond included pools is billed in arrears at wholesale: SMS £0.05, WhatsApp £0.04, email £0.001/msg, voice AI £0.30/min.
Full pricing →14-day free trial. No card. Bring your own communication providers.