Agents and agencies
NEO equips licensed agents and agencies with advanced quoting software, real-time enrollment tools, commission tracking, and centralized book of business reporting across all platform partners. We provide market-leading commissions, best-in-class carriers, and program partners to ensure your success.
Access a wide range of coverage options through trusted carriers, streamline client onboarding, and grow your business with tools designed to simplify every step of the sales process.
Need to know
Access a wide range of supplemental health, dental, vision, short-term medical, accident, and telehealth plans from leading carriers.
Sell across the country with expert guidance on appointments, licensing requirements, and compliance best practices.
Quote, enroll, and manage policies instantly through our streamlined agent portal—no more manual paperwork or back-and-forth.
Access a full insurance platform for agents with commission tracking, centralized reporting, and a quoting portal to manage clients with ease.
Get tailored agent training support with resources on quoting, enrollment, and compliance, helping you grow your book of business efficiently.
Stay protected with insurance compliance support that streamlines licensing, appointments, and carrier requirements, so you can focus on sales.
Get full visibility into your book of business with our centralized quoting portal and real-time reports—simplifying tracking and renewals.
Software Testimonials
Mark Palterovich
Agency Owner
“Neo Insurance Solutions gave us a single, easy-to-use system that connects sales, commissions, and client service. What used to take days now happens in real time.”
Leandro Raymond
Agency Owner
“Our agency has never been more organized. With Neo Insurance Solutions automating our workflows, we’ve cut down on errors and grown faster than we thought possible.”
Zachary Walin
Agency Owner
“Thanks to Neo Insurance Solutions, we no longer juggle multiple systems. Everything we need — from quoting to paying commissions — is in one place, and it just works.”
Our Blog
About Us
We’re a Florida-based insurance agency that provides insurance marketing, administrative, and management services to agents, associations, and carriers nationwide.
Contact
CA license number: 0N14038