For policyholders
Keep policy documents, renewal dates, questions and broker follow-ups organised.
See the App workflowsOne insurance record. Clearer next steps for people and brokers.
Insia brings policy records, broker workflows and review-led intelligence into one connected experience—so the right person can make the next decision with better context.
AI prepares. People decide.
Two experiences, one permissioned record
Built around the person doing the next piece of work.
The App helps people organise their insurance life. The broker workspace keeps authorised client context and review work close together.
For brokers
Review connected client facts, renewal work, requests and prepared next steps.
See the broker workspaceThe product family
Five focused products, one human-controlled operating model.
App
Organise policies, renewal facts, claim records and broker follow-ups.
Explore AppBrokers
Review client context, renewal work, messages and action queues.
Explore BrokersBroker CRM
Organise enquiries, renewals, service work, forms and conversations in insurance-ready pipelines.
Explore Broker CRMQuote Desk
Prepare complete quote cases and factual comparisons for broker approval.
Explore Quote DeskIntelligence
Turn source material into traceable facts, gaps and review-ready drafts.
Explore IntelligenceSource stays close
Prepared context remains connected to the document or conversation it came from.
Permission stays explicit
Client and broker visibility depends on an authorised relationship and purpose.
Decisions stay human
Advice, approval, binding and external actions remain with authorised people.
Early access
Choose the Insia path that matches your role.
Join for product updates, or explore the broker workspace before requesting access.