Now Available — Opsentra Platform v2

The Future of Agency Operations
Runs on Cortero.

Cortero builds AI-powered operating systems for service industries. Opsentra by Cortero replaces the patchwork of tools your agency runs on with a single intelligent platform — built for how agencies actually work.

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8
Integrated Modules
100%
AI-Native Architecture
24 / 7
Automated Coverage
< 30
Days to Deploy

Integrates with the tools agencies already use

HubSpot AgencyZoom Salesforce EZLynx Applied Epic Twilio QuickBooks

Running an agency shouldn't require a full IT department.

Most agencies operate on 10–15 disconnected tools — none of which talk to each other. Leads fall through the cracks. Calls go unanswered after hours. Reporting takes hours that should take seconds. Your team is managing software instead of managing clients.

Missed Calls. Lost Revenue.

Every unanswered call after hours is a lead that called your competitor next. Agencies lose an estimated 35% of new business to simple availability gaps.

Reporting That Takes All Day.

Stitching together commissions, pipeline data, and payroll from three different systems is a full-time job. Owners deserve real-time financials, not monthly spreadsheets.

Managing Remote Teams Blind.

As agencies scale with remote producers and virtual staff, there's no unified way to track performance, assign work, or maintain accountability without micromanaging.

Tools That Don't Talk to Each Other.

CRM, phone system, accounting, quoting, HR — all disconnected. Data lives in silos, work gets duplicated, and nothing is ever fully in sync.

One platform.
Every function. Fully automated.

Opsentra is an eight-module AI operating system purpose-built for insurance agencies. Each module works independently. Together, they eliminate every operational blind spot.

FrontDesk AI

AI Virtual Receptionist

Answers every call 24/7, qualifies leads, books appointments, and routes clients intelligently — without a human picking up the phone.

AgencyCFO

Financial Intelligence

Real-time P&L, commission tracking, producer payroll, and cash flow analysis. Every dollar, every producer, every day.

LeadFlow

Automated Lead Engine

Capture, score, and nurture leads automatically across every channel. No lead goes cold. No follow-up gets missed.

SalesTrack

Pipeline & Performance

Full sales pipeline visibility, producer scorecards, activity tracking, and quota management — all in one view.

ReMote

Remote Team Command

Manage distributed producers and virtual staff with real-time activity tracking, task boards, and accountability dashboards.

BackOffice

Operations Automation

Automate compliance workflows, onboarding, HR tasks, and internal ops. Eliminate manual work and reduce administrative overhead.

Studio

AI Content & Video

Create professional agency content, educational videos, and marketing assets with AI-powered editing and production tools.

Connect

Integration Hub

Bi-directional sync with HubSpot, AgencyZoom, Salesforce, and more. Opsentra becomes the source of truth — everything else stays in sync.

Up and running in under 30 days.

No rip-and-replace. No six-month implementation projects. Opsentra deploys alongside your existing tools and takes over one function at a time.

01

Agency Audit & Mapping

We map your current workflows, tools, and team structure. Cortero's implementation team identifies every bottleneck and integration point before a single line is deployed.

02

Configured to Your Agency

Opsentra is configured for your specific books of business, team hierarchy, commission structures, and compliance requirements. Not a template — your agency's logic.

03

Automate and Scale

Go live on day 30. The platform handles calls, captures leads, tracks financials, and manages your team — while your producers focus on what they do best: selling.

The numbers agencies care about.

100%
Calls Answered After Hours
Faster Lead Response Time
40%
Reduction in Admin Hours
< 30
Days to Full Deployment
"We were running on seven different tools and still dropping calls after 5pm. Opsentra didn't just plug those gaps — it replaced the whole patchwork with something that actually runs itself. Our close rate went up 22% in the first quarter."
MR
Marcus R.
Principal, Independent P&C Agency — Southeast Region

Works with your existing stack.

Opsentra's Connect module maintains bi-directional sync with every major insurance and business platform. Your existing tools stay exactly where they are.

HubSpot CRM
AgencyZoom
Salesforce
EZLynx
Applied Epic
QuickBooks Online
Twilio Voice & SMS
Google Workspace
Microsoft 365
Zapier & Webhooks

Built for regulated industries from the ground up.

Cortero takes data security and regulatory compliance seriously. Opsentra is designed to meet the requirements of the insurance industry at every layer.

End-to-End Encryption

All data in transit and at rest is encrypted using AES-256. Your client data never travels unprotected.

Role-Based Access Control

Granular permissions ensure every team member sees exactly what they need — nothing more.

Full Audit Trail

Every action, every user, every change — fully logged and exportable for compliance review.

99.9% Uptime SLA

Redundant infrastructure with automatic failover. When your agency needs the platform, it's there.

Ready to run a smarter agency?

See Opsentra in action. Book a 30-minute demo and we'll show you exactly how it fits your agency's workflow — no pressure, no boilerplate pitch.

Get Started with Opsentra

Opsentra is the platform. Cortero is the company behind it. opsentra.app →