Frequently Asked Questions

insia is a digital workspace where you can organize all your insurance policies in one place, understand key policy information in plain language, and securely share information with your insurance broker.

No. insia is designed for policyholders, employers, and anyone who needs to organize and understand their insurance. You do not need any license or credentials.

No. insia is not an insurer, broker, authorised representative, financial adviser, legal adviser, claims handler, underwriting service or licensed advice provider.

We currently support PDF documents. JPG and PNG image formats are coming soon. If you have policies in other formats, reach out and we'll help.

Yes. insia works with personal, business, and commercial insurance policies. If you have specific policy types you're unsure about, contact us and we'll confirm compatibility.

When you upload a policy, insia extracts the renewal date and sends you a reminder as the date approaches. You can customize reminder timing and opt out anytime.

Yes. Your policies contain sensitive information. Policy documents are encrypted, stored in private authenticated storage, and broker access is permission-based and revocable. We do not sell your data.

Our AI reads your actual policy documents and summarizes cover, limits, exclusions, and conditions in plain language. These summaries are general factual information and should always be checked against your original policy wording.

No. Uploaded policy documents are not used to train AI models. AI assistance is used to explain the information you provide as general information.

No. The original policy wording remains the source of truth. insia can help explain information in plain language as general information, but important decisions should be checked against the source document and discussed with your insurer, broker or licensed adviser where needed.

Yes, as factual organisation support. insia can help keep quote details from brokers, insurers or comparison websites beside your current policy record. It does not recommend a quote, insurer, policy, broker or cover level.

Not in the same way. Those services can help users compare selected product panels, quotes, ratings or features. insia starts with the user's policy record, then supports broker-led quote review and factual quote comparison context without recommending a product, provider or cover level.

You choose the policy record, documents, notes and fields you want to share. A broker or future quote integration receives structured context, and quote details can return beside your current policy record with source, consent and missing-information notes visible.

insia streamlines client relationships by organizing policy records in one place, automating routine tasks, and reducing email back-and-forth. Brokers can review factual policy information faster.

Clients control the access. They upload their policies to insia and then decide which brokers and advisers can see them. You can only access policies a client has explicitly shared with you.

Instead of asking clients to email PDFs back and forth, clients can upload records to insia and grant selected access. Brokers can search shared policy records, review key fields, and see renewal dates across connected clients without relying on manual spreadsheets.

insia is designed to help organise factual renewal and quote-comparison context. It can keep broker, insurer or comparison-site quote details beside the current policy record. Any broker-led quote workflow must stay within the broker's own licensing, advice and compliance obligations.

All policy sharing is logged with timestamps and audit trails. Clients explicitly consent to each share and can revoke access anytime. This creates a clear compliance record for your firm.

Over time, yes. Right now, you can invite clients one by one or in groups. They join, upload their policies, and grant you access. Bulk import and API integrations are coming in Phase 3.

Client data is stored in private, authenticated systems with permission-based access. Policies are stored securely, access logs are auditable, and the product is designed to support privacy and security obligations. Clients stay in control of who can see what.

Broker pricing is being finalised for launch. Any broker pricing, trial or paid access terms will be shown before access opens.

Not yet, but API integrations are on our roadmap for Phase 3 (Q2 2027). We're designing integrations with common broker platforms and CRM systems.

Clients can share their policies with multiple brokers. Each broker sees only what the client shared with them. In Phase 3, insia will add collaboration tools so brokers can coordinate around clients.

You'll be notified immediately. Any policies they revoke access to will no longer appear in your view. This is working as designed — clients always control their data.

Coming soon. Right now, clients get their own reminders. In Phase 2, brokers will be able to set up client-specific alerts and renewal workflows.

Yes. Your policies contain sensitive information. Policy documents are encrypted, stored in private authenticated storage, and broker access is permission-based and revocable. We do not sell your data.

Yes, absolutely. You can revoke a broker's access to any policy at any time. When you do, we log it for your records. Brokers can only see what you explicitly share.

No. Uploaded policy documents are not used to train AI models. AI assistance is used to explain the information you provide as general information.

Client data is stored in private, authenticated systems with permission-based access. Policies are stored securely, access logs are auditable, and the product is designed to support privacy and security obligations. Clients stay in control of who can see what.

Launch pricing is being finalised. Any paid plan, trial period, renewal terms and App Store subscription details will be shown clearly before a subscription starts.

Broker pricing is being finalised for launch. Any broker pricing, trial or paid access terms will be shown before access opens.

No. insia is designed for policyholders, employers, and anyone who needs to organize and understand their insurance. You do not need any license or credentials.

Coming soon. Right now, clients get their own reminders. In Phase 2, brokers will be able to set up client-specific alerts and renewal workflows.

Over time, yes. Right now, you can invite clients one by one or in groups. They join, upload their policies, and grant you access. Bulk import and API integrations are coming in Phase 3.