Insellerate is an enterprise CRM, customer experience, and AI platform built for financial institutions that want to connect every product, channel, team, and customer relationship.
Founded in 2012 by Josh Friend, Insellerate combines intelligent automation, embedded AI, multi-channel engagement, and the Insellerate Golden Record™ to help institutions turn disconnected transactions into stronger, more valuable customer relationships.
CEO & Founder, Insellerate
"Our mission has always been simple—help financial institutions understand the complete customer relationship and use that insight to build relationships that last a lifetime. Technology is how we make it possible."
Customers often rely on one financial institution for a mortgage, another for an auto loan, and another for their broader financial needs. The result is a fragmented experience—and missed opportunities for institutions to deepen the relationship.
Insellerate brings customer, household, product, account, application, conversation, and opportunity data together in one scalable, configurable platform. With CRM, lead management, intelligent automation, embedded AI, and multi-channel engagement, teams can coordinate outreach across phone, SMS, email, direct mail, chat, contact centers, branches, brokers, dealers, and digital channels.
Insellerate was created to transform how financial institutions understand, engage, and grow customer relationships. We help our clients move beyond isolated products and disconnected transactions by giving every team a complete, continuously updated view of the customer.
We are a fast-moving, customer-focused company that invests in our people, listens closely to our clients, and continually pushes financial technology forward. Today, Insellerate helps institutions improve productivity, deliver more relevant experiences, uncover new growth opportunities, and turn every customer relationship into greater long-term value.
Every decision begins with a better, more relevant customer experience.
We build for where financial services is going—not where it has been.
We work alongside our clients because their growth is our success.
Security, responsible AI, and regulatory compliance are foundational to everything we build.
Our leadership team has a wealth of proven experience building customers for life. Insellerate’s success comes from our deep understanding of the mortgage market and a technical team devoted to creating the most innovative and efficient technology platform in the industry.
Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000’s of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life.
Jack has a degree from The University of Pennsylvania in Real Estate Finance / Corporate Finance, he leads daily operations and is responsible for making sure our client’s needs are met through the company’s user-centric product. He enjoys the fast pace and fantastic combination of people, technology, and process. A friend has consistently demonstrated the ability to create vision, strategy, and consensus-building for a very divergent group of mortgage industry stakeholders on complex technical topics. He has developed and executed large-scale technology projects that enable lenders to operate more efficiently and to continuously grow and improve their lending organizations.
Allen honed his mortgage technology skills at a large consumer direct mortgage company with additional stops in the medical and entertainment industries. All were a variety of unique experiences with a strong focus on developing secure and impactful technology. At Insellerate, Allen manages the development team and oversees the entire SDLC. He’s also responsible for designing a secure, fast, and adaptable platform to meet business demands and clients’ needs.
What We Believe
At Insellerate, we understand how company culture can make its impact on production. The right culture creates loyalty, develops a lasting relationship, and drives productivity. Our team invests our time and resources in creating a culture that we want to embody, taking actions that will have a lasting impact on the communities around us.
At Insellerate:
Let’s Close California’s Digital Divide In Education
Insellerate is partnered with Project Hope Alliance, as part of our commitment to helping California’s youth succeed.
As students across California looked to begin a new school year at the start of 2020, thousands of students were experiencing homelessness, and left without access to proper Wi-Fi and technology.
This created a digital divide between those who can participate in distance learning and those who can’t. For each demo booked and performed in September, Insellerate made a donation to Project Hope Alliance who serves the 32,000 homeless children in Orange County.
Insellerate will continue to distribute Chromebooks and Wi-Fi to allow for all school-age children to participate in online learning. With education being the great equalizer of our youth’s future, we can’t afford to address this essential need, which is why Insellerate is a proud partner in this campaign.
When children have access to education, they can change the world and Insellerate will continue to be a part of this effort and advocate for California’s youth.
When children have access to education, they can change the world and Insellerate will continue to be a part of this effort and advocate for California’s youth.
Josh Friend & Jack Friend
Josh Friend
Josh Friend & Jack Friend
Insellerate
Josh Friend
Scott Roberts
Insellerate
Join hundreds of lenders who trust Insellerate to power their borrower relationships. Book a personalized demo today.
