Structured client context
Shared records can include policy type, insurer, renewal date, premium, excess and documents in one organised view.
Broker client portal
Consent-led client policy sharing for brokers.
insia helps clients organise their own policy records, then share selected context with brokers when they choose.
Learn from source-backed flows
Vault
Renewal
Consent
Quotes
OrganiseReviewAsk better questions
Collect records
Read sources
Surface facts
Track changes
Share by consent
Client-controlled access
Clients decide what to share and can revoke access. Broker access is not treated as an all-or-nothing handover.
Complements broker systems
insia is not a broker management system, CRM, insurer platform or compliance platform. It supports document and context sharing around the client record.
Join the broker waitlist.