Organise records
Clients can keep policy details, documents, renewal dates and notes attached to the right record.
Client portal
A private online workspace where policyholders can review policy records, upload documents, track renewals, request broker follow-up and see shared quote context.
Client dashboardPolicies, broker requests and renewal signals stay in one client-owned workspace.
How it helps policyholders
Each workflow keeps insurance records close to the documents, permissions and next steps they depend on.
Share selectively
Broker access is tied to selected records rather than a full account handover.
Act before renewal
Renewal watch, quote requests and action items make follow-up easier to see.
Policy register
A searchable list of active policies, providers, premiums, renewals and broker visibility.
Policy detail
Extracted facts, source-backed summary, documents and broker actions remain attached to the policy.
Quote workspace
Clients can request a broker review and keep returned quote outcomes beside the current policy.
Messages
Broker conversations are linked to policies, quotes and action items.
Built around sensitive policy records
The portal is designed for secure organisation and controlled handoff. Insurance decisions, personal advice, underwriting, placement and claims handling remain with the appropriate insurer, broker or licensed adviser.
Private by default
Policy documents are handled through authenticated access paths, not public document links.
Consent-led access
Shared broker visibility stays scoped to the records the client chooses to share.
General information only
insia organises facts and records. It does not recommend, place, underwrite or advise on insurance.
See the portal in context
Review the live login path or continue through the public product pages before requesting access.