250 hrs
saved per 1,000 policies annually
$8,000
admin cost recovered per 1,000 policies
8 cover types
structured and searchable
Consent-led
every client interaction documented
15 min per policy × 1,000 policies = 250 hrs. At $25–$32/hr that’s $6,250–$8,000/yr in recovered admin cost.
The real cost
The cost of managing without insia
Every 1,000 policies managed manually costs your brokerage up to $8,000 and 250 hours per year. insia gives that time back to your team.
The time problem
Renewal season is harder when client context is scattered.
Every week, brokerage staff answer the same requests: forward last year’s certificate, confirm the renewal date, resend the policy schedule. insia moves that context to the client — so your team spends less time on document retrieval and more time on conversations that matter.
Client & broker workflow
One clear flow, built around consent.
Every step is explicit. Clients share what they want. You see what they share. Nothing more, nothing less.
- 01
Client adds their policies
They upload documents, fill in details, and build a complete structured record for each policy — home, car, health, life, business. At their own pace. Broker benefit: You get an organized, searchable repository instead of scattered emails and PDFs.
- 02
Client invites you
Your client sends a consent-based broker invitation. You accept, and only see the policies they choose to share. The selected documents are organised beside a consent record for your review.
- 03
You receive structured context
No loose attachments or forwarded email chains. Your broker hub shows each shared policy with insurer, premium, renewal date, excess, and documents - ready to review in one organised workspace.
- 04
Renewal requests arrive in context
When a client asks for renewal or quote support, the request is tied to their policy record. Broker, insurer or comparison-site quote details can be reviewed beside the relevant documents and dates.
- 05
Claim notes arrive with context
Clients can capture incident details, evidence, and notes inside insia. The claim note can be shared into your hub with the relevant policy record attached, so your team has clearer context for follow-up.
- 06
Client controls access
The client can revoke your access at any time. Every sharing interaction is logged so consent is documented, revocable, and easier to evidence when your own compliance process needs it.
Client retention
Organised records make renewal conversations clearer.
When clients can see their policy records, renewal dates, and what changed, the broker conversation starts with shared context instead of scattered files.
Renewal confidence
Clients who know their renewal dates and can see factual changes can ask clearer questions before renewal.
Transparent access
Clients can see what you have access to and revoke it at any time. This visibility supports clearer consent records.
Proactive conversations
insia can show upcoming renewal dates so brokers and clients can prepare questions before deadlines arrive.
Organised client experience
A clearer record helps clients and brokers keep the conversation focused on the right policy details.
Ready to make renewals easier?
Join the waitlist as a broker. We'll notify you when your workspace is ready — and give you early access before the public launch.
insia is built for calm, human insurance administration.