InsurEco
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InsurEco
Trust accounting without the spreadsheet: balances that sync from the bank
Trust balances in InsurEco now sync automatically from bank account data. Paid-out card purchases move from operating to trust by ACH debit, and a nightly funds-held checkpoint with proofs supports reconciliation. Here is how the pieces fit together for agencies that hold client money.
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InsurEco
Verified Bio-ID profiles now earn PolicyPoints
Bio-ID now awards PolicyPoints when you complete your profile through email and phone verification, in either order. The points are a small acknowledgement. The reason for the change is that verified identity is what makes record ownership and access logs mean something.
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InsurEco
The Portal service desk now triages email and tracks SLAs
The service desk in the InsurEco Portal now takes in email from Gmail and relay forwarding, triages and assigns tickets into queues, and tracks first-response and resolution times. A new report with filters and CSV export lets support teams measure their own work without a separate helpdesk tool.
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InsurEco
insurancetech.dev: an open board for developer ideas in insurance
insurancetech.dev is an open idea board where developers pitch insurance products and choose the rails to build them on. It already lists 8 ideas, 2 of them live, and a person reads every pitch and replies by email. If you build software and have an insurance idea, this is where to send it.
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InsurEco
Bring your own domain: client-owned domains in the Builder, Docs and Portal
The Builder and Docs now support external, client-owned domains through Cloudflare for SaaS custom hostnames. In the Portal, those domains carry a Client chip and can be filtered by owner in the estate table. Partners can now run InsurEco-powered sites on web addresses they own.
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InsurEco
From application to answers: forms and responses now live in the Portal
Portal users can now open bio-vault forms and bio-api answers directly, and application requests link straight to the forms and answers lists. The change cuts the hops between collecting information and acting on it.
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InsurEco
Insurance at the moment of purchase: designing day-one cover into a pet marketplace
A homepage concept for a dog-breeding marketplace puts verified puppies, day-one insurance and a vet video visit on the same screen as stud matching and litter planning. It is a working example of embedded insurance that reads as part of the product, not an add-on, and it raises the data questions any embedded program has to answer.
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InsurEco
InsurEco weekly roundup: week of October 12, 2026
This week InsurEco published four pages for the new Insurance Data Trust, a guide to sending Relay email from your own domain, and several updates to askjefferson.com. Here is what was published and why it matters.
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InsurEco
Introducing the Insurance Data Trust: every record has an owner, every access is visible
The Insurance Data Trust is a manifesto built on three principles: every record has an owner, every access is visible, and sharing happens only with consent. The five-commitment pledge is live now, and the shared tools launch with Voyager.
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InsurEco
How the Insurance Data Trust works: consent receipts, a visible access log and an anonymous pool
A pledge about trustworthy insurance data only means something if you can see how it works. This walkthrough covers the three working parts of the Insurance Data Trust: consent receipts, a visible access log and an anonymous data pool with privacy protections around it.
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InsurEco
Coming in Q1 2027: the first State of Insurance Data Trust report
In Q1 2027 we plan to publish the first State of Insurance Data Trust report, covering pledge counts, consent and access practice, and aggregate patterns from the anonymous pool. Organizations that sign before publication will be counted in it and listed among the signatories.
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InsurEco
Safer chain writes: the new Chain Gateway, with testnet-first pickers and mainnet confirmation
Chain writes at InsurEco now run through a gateway service instead of the old private-key setup. A new console page brings signers, policies, chains and transactions into one place, with testnet-first options and an explicit confirmation before anything reaches mainnet.
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InsurEco
This week in the Portal: shared headers and footers, a personal inbox and faster dashboards
Three Portal improvements shipped this week. HypeSites now support reusable headers and footers, a new notification inbox gathers client requests and ticket comments in one place, and dashboards show loading skeletons and run parallel queries for a faster first paint.
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InsurEco
InsurEco weekly roundup: week of October 19, 2026
One post went up this week, on making loss run requests faster and free on loss.run. Across the company, PolicyOS published a claims integration guide for third-party administrators, the InsurEco News home page took shape, and the My Life, My Data site updated its home page.
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InsurEco
policyos.io and insureco.ai Are Live, Plus a Jefferson Scheduler and Split Pay's New Name
Two new InsurEco sites, policyos.io and insureco.ai, went up this week. In the same stretch, Jefferson got a new meeting scheduler and Split Pay was renamed to Divvy. Here is what changed and what it means for your notes and links.
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InsurEco
chaac.ai goes live: a short update from a busy launch week
The chaac.ai landing page went live on Saturday, September 26, 2026. It was one of several site launches across the InsurEco family that week. Here is what shipped, what a landing page does and doesn't tell you, and how to read one before you spend time on it.
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InsurEco
InsurEco weekly roundup: week of 2026-09-28
Two posts went out this week: a proposal for a neutral registry of MCP servers in insurance, and a PolicyOS look at the AI risks agents tend to overlook. Behind them, the team updated partner documentation across PolicyPay, RaterSpot, Jefferson and Tawa.
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InsurEco
Why insurance needs a neutral registry of MCP servers
Carriers, agencies and builders are starting to connect AI tools to insurance systems through MCP servers. Today there is no shared place to find them or judge them. insurancemcps.com is a proposed answer: a neutral industry registry with InsurEco as steward, Idea Lab voting, AI Council reviews and trust tiers.
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InsurEco
Maxxsure Joins insurEco System
Organizations seeking to analyze and manage cyber risk encounter challenges with ever-changing environments, both internally and externally. It is difficult to make sense of risk without having a common understanding of all the factors, which comprise the risk and their relationship to one another.
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InsurEco
InsurEco and BevSpot Announce 'Pay-As-You-Go' Liquor Liability Program
It’s broadly agreed blockchain is the future of both the internet and business in general. InsurEco System and BevSpot are the latest to utilize this platform with the recent announcement they are collaborating on the execution of a ‘Pay-As-You-Go’ Liquor Liability program.
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InsurEco
The Frictionless Insurance Marketplace
Insurance has been around for centuries. While technology has permanently changed the way insurance business is conducted, the multi-trillion-dollar global insurance industry in many ways, is still stuck in the past.
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InsurEco
InsurEco System Logo Guidelines
The list below should be used when referencing our logos.
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InsurEco
InsurEco Showcases InsureBio at OnRamp
Chicago, IL - May 15, 2017 The founder of InsureEco, Derek Lovrenich, recently traveled to the OnRamp Insurance Conference in Chicago, Illinois for a showcase regarding the new release of their app.
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InsurEco
Private Blockchains Can Help Insurance
Blockchain is being heralded as the most significant technical advancement for the insurance industry since the internet.