Magellan's primary mission is to be the best-in-class business intelligence platform for operations in insurance distribution.
Magellan provides actionable insights on only the things that matter, enhancing insight into customer satisfaction data, and tracking employee performance.
Whether you're struggling with fragmented data, manual processes, or a lack of resources to delegate effectively, Magellan delivers actionable insights and real-time analytics to help you break through operational ceilings and to reach the next level of growth and profitability for your agency.
Why Choose Magellan?
Do you know how your customers really feel? Valuable insights are buried in everyday calls, but can sort through all that noise? Magellan turns conversations into actionable data.
Designed for insurance professionals, Magellan helps agents improve customer retention, boost efficiency, and manage operations with ease, allowing them to:
Focus on Relationships: Identify and address potential customer dissatisfaction before it impacts retention.
Save Time: Bring the data to you, with insights on only the things that matter - and that you can take care of today.
Grow with Confidence: Know that the things that need to be taken care of are actually being taken care of - while you're out developing relationships with prospects and customers.
Enhance Accuracy: Detect lack-of-documentation errors to ensure compliance and seamless operations.



Purpose-Built for Agents & Brokers
Magellan turns call data into insights that help insurance professionals strengthen relationships and improve retention.
Boost Customer Satisfaction: Turn insights into strategies that proactively increase customer satisfaction.
Scalable Operational Processes: Magellan provides a framework for consistent performance across all levels and functions within your agency.
The Team Behind Magellan
Meet the experienced executives translating your strategic intentions into operational realities.

Winston has extensive experience working with independent agents, specializing in risk management and transforming call monitoring into actionable insights.

Charlie has over 35 years of experience in technology and telecommunications, specializing in software development, integration, and seamless user experiences.
The Story Behind Our Name
We chose to call this solution Magellan because, like the famed explorer, we help you navigate uncharted waters. We aren’t your compass or your navigator; we don’t chart your course or dictate your path.
Instead, Magellan acts as signal buoys, clearly marking the way toward safety, growth, and success. Our role is to highlight the signals that help you confidently steer your agency’s unique journey while maintaining your independence. We ensure you stay between the navigational beacons of satisfied customers and efficient employees, offering clarity and security without imposing rigid processes.
Stop drowning in data. Start seeing the signals.

Tired of BoRs and ACORD Cancellations Catching You Off Guard?
Stay ahead with Magellan’s real-time tracking and insights.