Turn more of the leads
you already pay for
into policies.
InsureOS gives brokerage leaders one accountable workflow for lead response, adviser follow-up and revenue attribution—working around the systems you already use, not forcing you to replace them.
We are onboarding a small number of UK brokerages directly, with guided setup and customer-specific acceptance checks.
| Source | Leads | Revenue | RPL |
|---|---|---|---|
| Meta | 112 | £6,840 | £61 |
| 64 | £5,920 | £92 | |
| Referral | 38 | £3,410 | £89 |
| Direct | 34 | £2,250 | £66 |
You paid for the lead.
What happened next?
When enquiries sit across inboxes, spreadsheets and disconnected systems, leaders cannot see who responded, what follow-up happened or which source produced revenue. InsureOS makes that journey visible and actionable.
Leads die in shared inboxes and spreadsheets while advisers chase quotes.
Every enquiry enters one visible queue, with a priority, an owner and a next action.
Reminders go out from one channel, on one cadence, from one inbox nobody owns.
Follow-up runs through the email, SMS and WhatsApp accounts you connect, with every exchange kept against the lead.
Nobody knows true CPL, RPL or LTV by source — attribution stops at the form.
See which source produced the enquiry, the appointment, the policy and the commission—not merely the form fill.
Managers discover missed actions only when a customer complains or a file is reviewed.
A protected activity history shows what happened, when it happened and who was responsible.
Replacing the brokerage's core systems would make improvement slower, riskier and harder to adopt.
InsureOS works as an operating layer around the systems and provider accounts you already use.
One continuous workflow from paid enquiry to earned revenue.
Know which enquiry needs attention first.
Each inbound lead receives a transparent qualification score and intent band, helping your team respond in the right order without surrendering human judgment.
- A clear score and intent band on every lead
- Manual override with reason capture for the audit log
- Deterministic scoring remains available when managed AI is not enabled
Keep every response and reminder in one lead timeline.
Use the email, SMS and WhatsApp accounts you connect while keeping the resulting conversation visible to the people responsible for the lead.
- Bring your own Twilio and Resend credentials
- Templates with IDD-aligned disclosure fields by product line
- Every send and reply written to the lead timeline and audit log
Give every lead a clear owner and next action.
An assignment engine that respects adviser specialism, capacity and role — with dedicated SDR and adviser queues out of the box.
- SDR queue and adviser pipeline as first-class screens
- Reassign in one click with full handover history kept
- Bulk assign and filter by mine / unassigned / all
See which sources produce policies—not just form fills.
Follow performance from acquisition source through appointment and conversion to policy and commission, with the operational measures leaders need in one view.
- Attribution-by-source table on /app/dashboard
- Commission rules and reconciliation in /app/commissions
- CSV export from the reports screen
- Xero commission export and paid-status reconciliation in controlled acceptance
| Source | Leads | CPL | RPL |
|---|---|---|---|
| Meta · Motor | 112 | £14 | £61 |
| Google · Brand | 64 | £8 | £92 |
| Referral | 38 | £0 | £89 |
| Direct | 34 | — | £66 |
Built around the regulatory shape of UK broking.
Application users cannot edit or delete audit events. IDD-aligned disclosure fields, GDPR consent capture, and role definitions that map to SM&CR responsibilities are part of the platform. Every domain record carries a workspace ID and is filtered by Postgres row-level security policies before it reaches the application.
Four Gears Ltd is a software provider, not an FCA-authorised intermediary. Customers remain responsible for their own regulated activities. Your brokerage remains the FCA-authorised entity and the data controller for your customer data.
One platform fee. Seats you can count.
Every plan includes a set number of seats, with a published price for each extra seat. Communications run on your own provider accounts and are billed to you by those providers.
Starter
Small brokerages ready to professionalise lead handling.
- 3 seats included, then £39/mo per additional seat
- Lead, client, quote and policy workflows
- Auditable lead scoring with manual override
- Connect either email or SMS using your own provider account
- Email support
Growth
Most chosenBrokerages running paid acquisition and multi-channel follow-up.
- 10 seats included, then £59/mo per additional seat
- Sequences, capacity routing and adviser queues
- Meta and Google lead-form ingestion
- Email, SMS and WhatsApp using your own provider accounts
- Email + chat support
Scale
Established brokerages with dedicated SDR and adviser teams.
- 25 seats included, then £79/mo per additional seat
- Custom inbound webhooks and attribution reporting
- Commission reconciliation and compliance exports
- Priority support
Enterprise Tenant
Multi-brand groups and AR networks with white-label needs.
- From 50 seats; volume pricing agreed during scoping
- Multi-brand workspace and sender-identity design
- Migration, security and integration discovery
- Named implementation and support contact
Founding-customer prices in GBP, excluding VAT. Each plan includes a fixed number of seats; additional seats are charged only above the included allowance. Communications are sent through your own Twilio and Resend accounts — those providers bill you directly and InsureOS adds no message or mark-up charges. Enterprise requirements and volume pricing are agreed in writing before implementation.
Full pricing →You are already paying
for the enquiries.
Make every follow-up
visible and accountable.
See how InsureOS would fit around your current systems, lead sources, advisers and communication accounts. InsureOS is in controlled early access. Founding brokerages receive guided onboarding; provider-dependent and enterprise capabilities are activated only after readiness checks.