Run your entire insurance business
in one place.
From first lead to closed policy to paid commission, InsuranSync is the all-in-one platform for Filipino life insurance agents, units, and branches. Manage your pipeline, policies, documents, and team — without juggling another app.
Total Leads
1,284
+12.4%
Active Policies
342
+8.1%
Commissions
₱2.4M
+5.7%
Leads by month
Last 7 mo
Maria Santos
VUL · ₱1.2M coverage
Jose Ramirez
Term Life · Follow-up Fri
Why InsuranSync
Everything you need, in one platform
Stop juggling spreadsheets, scanners, and chat groups. InsuranSync brings your leads, policies, documents, and team into a single platform built for how Filipino insurance agents actually work.
Lead Pipeline Management
Track every lead from first contact to closed policy with a calendar, follow-up reminders, and a clear pipeline view.
Policy & Commission Tracking
Manage policies, premium schedules, beneficiaries, fund values, and commissions all in one place.
Team & Branch Management
Add agents, organize them into units and branches, and track performance from a central dashboard.
ISync Docs, Drive & Signatures
Draft documents, store files, and capture client signatures in the browser — no Word, no DocuSign, no friction.
Presentations & Application Forms
Build presentation decks, ship application forms, and send surveys without leaving the app.
PDF Editor & Shrinker
Open, edit, annotate, and compress PDFs inline. No third-party app, no quality loss.
BIR Reminders & Calculators
Stay ahead of BIR filing deadlines and run education-fund, retirement-fund, and BMI projections in seconds.
My Finances & Internal Chat
Track personal income and expenses against your commissions, and message your team without juggling another app.
Take InsuranSync anywhere
The InsuranSync mobile app is on its way. Manage your leads, policies, and team on the go — coming soon to iOS and Android.
Pricing
Simple, transparent pricing
Choose the plan that fits your practice. Upgrade or downgrade any time.
Basic
+ 12% VAT · ₱558.88 total
For individual agents just getting started.
- Up to 500 leads
- Lead pipeline & calendar
- ISync Drive + Signature Maker
- Presentations
- Policy management & product benefits
- BIR Reminders + BMI Calculator
Pro
+ 12% VAT · ₱1,118.88 total
For growing agents who need every tool unlocked.
- Unlimited leads
- Everything in Basic
- ISync Docs, PDF Editor & Shrinker
- Education + Retirement calculators
- Application forms, surveys & commissions
Enterprise Starter
+ 12% VAT · ₱8,958.88 total
Includes 15 seats · ₱399/extra seat/mo · up to 200 seats
- Everything in Pro
- Team & branch management
- Internal chat
- Unit / branch performance dashboards
- Priority support
Enterprise Plus
+ 12% VAT · ₱27,998.88 total
Includes 50 seats · ₱359/extra seat/mo · unlimited seats
- Everything in Enterprise Starter
- Unlimited team members
- Lower per-seat rate
- Dedicated support
- Custom onboarding
Prices are in PHP and exclude 12% VAT (Philippine digital services tax), added at billing.
FAQ
Pricing questions, answered
Quick answers to the most common questions about plans and billing.
Do you offer a free trial?
Yes — every new account gets a 30-day free trial of your selected plan. No credit card required.
Can I upgrade or downgrade later?
Yes. Change plans anytime from your Billing page. Upgrades take effect immediately and are pro-rated; downgrades take effect at the end of your current billing period.
What is a seat in the Enterprise plans?
A seat is one user account in your organization. Enterprise Starter includes 15 seats (up to 200, ₱399/extra seat); Enterprise Plus includes 50 seats with unlimited add-ons at ₱359/seat.
Are the prices VAT-inclusive?
No. All prices are in PHP and exclude the 12% Philippine VAT on digital services (RA 12023), which is added to your bill — e.g. Pro at ₱999/mo is ₱1,118.88/mo with VAT.
What payment methods do you accept?
All major credit and debit cards (Visa, Mastercard, JCB) and select Philippine e-wallets. Enterprise customers can request invoicing on annual contracts.
What if I want a refund?
We offer a full refund within 7 days of your first paid invoice, no questions asked. After that, you can cancel anytime to stop future charges.
Ready to grow your book of business?
Start your free trial today or reach out to our team for a personalized walkthrough.
Write to us at hello@insuransync.com