Carrier cards
Find the carrier, open the card, call or email the right person. Vertical specialists, policy tags, and team notes stay on the card—not in sticky notes and “who has Travelers?”
See carrier featuresProduct
Everything on the desk—carrier cards and Ask Becky
InsuraCards is the private book AEs, producers, and CSRs actually open: carrier contact cards when you need a number, and Ask Becky when you need the client story. Not a public directory. Not a full AMS.
Ask Becky
Shared client cards: producers on the account, who to call at the insured, subsidiaries, and notes—so the agency still knows when someone is out or moves on.
See Ask BeckyCarrier cards
The numbers your desk actually uses
Private to your company. Searchable. Built for people who live on the phone—not for marketing lists.
Search-first directory
Type a carrier, line, or contact. Open the card with the phones and people you store—not a public dump of everyone else’s book.
Summary contacts
Billing, new submission, endorsements, customer service—phones and emails on one card. Click to dial or open mail.
Vertical specialists
Healthcare, construction, trucking, package—named people under the lines you actually place, not one general number for every risk.
Policy types
Tag and filter by GL, WC, auto, package, umbrella, plus custom tags your desk adds. Missing a tag? Add it—shared to the global list for other agencies too.
Team notes
Cutoffs, quirks, and escalation paths stay on the card for the next person on the desk.
Roles for the team
Editors and contributors with access levels that match how your desk is staffed. Desks (segments) keep books clean.
Ask Becky
Client knowledge that stays when people leave
Every desk has a “Becky”—the person who knows which producer owns the account, who answers at the insured, and what happened last renewal. That knowledge usually lives in one head or one inbox. Ask Becky puts it on shared client cards so the next AE or CSR can pick up the file.
- Client cardsName, address, producers on the account, contacts at the insured, subsidiaries, and notes the whole desk can use.
- Same login as the directoryAsk Becky sits next to carrier cards. Cloud or OnPrem—same product surface, different host.
- Knowledge that survives turnoverWhen “the Becky” is out or leaves, the next AE or CSR still has the file—not a scavenger hunt through inboxes.
OnPrem extras
Private install, your model, your network
Same desk product. OnPrem adds AI sheet ingest and MCP for agencies that host themselves. Cloud trial still covers carrier cards and Ask Becky in the browser.
AI-ingested contacts
The carrier sent an Excel file—again. OnPrem AI reads the sheet (or Word/PDF), maps people onto cards, and checks for duplicates. You connect the LLM; we don’t ship the model. Review before it lands.
MCP for AI assistants
Connect ChatGPT, Grok, or other MCP clients to search carriers and open cards from chat—same login and visibility as the web app.
Ready to put the book on the desk?
Start a free cloud trial—carrier cards and Ask Becky included. No sales call required.
Cloud vs self-hosted for IT? Cloud vs self-hosted