ScaleCare for Insurance
Built to Help Insurance Agencies Sell, Serve, and Scale
ScaleCare connects lead management, client communications, policy workflows, commissions, agent activity, and performance reporting in one intelligent platform.
- Renewal reminder scheduled · SMS consent on file
- Beneficiary form signed · stored to household
- Inbound call · 6 min · recording saved · QA 94
Illustrative product concept · not a screenshot
Growth Marketplace · Insurance lead services
Prospects delivered with consent, context, and speed
Choose the delivery types that fit your producers’ capacity. Every prospect arrives in your pipeline with source, consent record, and product interest already attached.
Real-Time Lead Delivery
Prospects delivered the moment they express interest, with source and consent attached.
Live Transfers
Pre-screened prospects transferred to an available producer with product interest captured.
Inbound Calls (Per-Call)
Qualified inbound calls routed to your team by product line and licensing footprint.
Aged and Data Leads
Lower-cost prospect lists for nurture campaigns, with suppression and consent handling applied.
The insurance journey
A structured path from prospect to policy to renewal
Customizable stages keep every opportunity visible, from first contact through the renewal that protects your book.
Captured with source and consent
Needs, household, product interest
Options presented and tracked
Status and pending requirements
Effective dates, premium, commission
Alerts, outreach, retention
Insurance capabilities
Everything an agency runs on, in one record
Lead and Prospect Management
Capture, route, prioritize, and track every prospect through a customizable pipeline.
Client and Relationship Management
Household profiles, communication history, tasks, and life-event reminders.
Policy Management
Carrier, product, dates, premium, status, renewal and lapse alerts.
Quoting and Enrollment Workflows
Coming soonTrack quote requests, options presented, and application status. Built-in quoting tool coming soon.
Commission Management
Expected vs. received, splits, mismatch flags, agency-level reports.
Agent and Agency Management
Multi-user agencies, roles, hierarchies, and productivity reporting.
Tasks, Calendar, and Collaboration
Appointments, reminders, important dates, shared team calendars.
Marketing and Communications
Email campaigns, forms, landing pages, and consent management. Automated SMS coming soon.
Documents, Forms, and E-Signature
Secure documents, digital forms, e-signature, and audit history.
Reporting and Analytics
Lead source to policies issued, renewals, productivity, commissions.
Compliance-Aware Workflows
Consent, preferences, suppression, access controls, and audit trails.
Compliance-aware by design: consent capture, opt-out and suppression, role-based access, and audit trails on every record. ScaleCare does not guarantee compliance, provide legal or insurance advice, or act as a carrier or broker.
Insurance FAQ
Who is ScaleCare for Insurance built for?
Does ScaleCare provide insurance leads?
Does ScaleCare quote or enroll natively?
See ScaleCare with your products and producers
We’ll walk through lead routing, policy records, commissions, and reporting using your agency’s structure.