InsureOS
The book-of-business app for Medicare, ACA and Medicaid agencies
Built for independent health-insurance agencies and agents selling Medicare, ACA and Medicaid plans. Runs on Windows, Linux and Android in Chrome or Edge. Not supported on Apple devices (iOS/Safari can erase local app data).
The problem
- Households, members and dates of birth live in spreadsheets, sticky notes and carrier portals that never agree.
- Scope of Appointment records are scattered, unsigned or missing a time stamp when someone asks to see them.
- Renewals and enrollment-period deadlines sneak up because nobody sees them on one calendar.
- Commission statements are hard to check against what each carrier actually owes.
What it costs today:
- A missed renewal conversation can mean a lost client and the renewal commission that came with them.
- Hunting for an SOA record during a carrier review eats hours of staff time.
- Unchecked commission statements let underpayments go unnoticed.
How InsureOS solves it
- One record per household with every member, date of birth, plan type and policy your agency types in.
- A Scope of Appointment log with method, products discussed, typed-name signature, time stamp and a lead-time reminder you set.
- A calendar that shows enrollment periods, renewals, appointments and follow-ups side by side.
- A commission tracker that compares expected and received amounts by carrier.
What's inside
Members, dates of birth, plan types and a turning-65 alert.
Carrier, plan, renewal date, premium and status, typed in by you.
Enrollment periods, renewals, appointments and tasks in one month view.
Method, products, typed-name signature, time stamp, lead-time reminder.
Dated call and meeting notes that create tasks. Click-to-call only, no auto-dial.
Expected versus received by policy and carrier.
Your agency's own items with owners, due dates and notes.
Local Ollama, or your own OpenAI or Anthropic key.
How it works
- Open the InsureOS file in Chrome, Edge or Firefox on Windows, Linux or Android.
- Enter your business license key. One key covers every user and device at your agency.
- Add households, policies and SOA records. Everything is stored on your device.
- Back up with one click and buy a new 30-day or 1-year key when yours ends. Nothing renews automatically.
Licensing
One license per business: every user and every device at your business is covered, never per seat. Buy a 30-day key ($100), a 1-year key ($1,000), or any length from 1 to 12 months (5% off from 3 months, 10% off from 6). Each key is a single payment and does not renew automatically; you are never charged again unless you buy another key. Your key is emailed as soon as payment clears. Your data stays on your own devices: use the app's Backup button regularly.
Questions? Email harrison@arroweyesystems.com or call (501) 663-3200.