Organise · Document Storage
insia keeps policy schedules, certificates, renewal notices and claim correspondence in private encrypted storage — linked to the policy they belong to, not lost in an email inbox.
Upload, store, and control access to your insurance documents in three steps.
Attach any policy document — schedules, certificates of currency, renewal notices, claim correspondence — directly from your iPhone. Documents are linked to the relevant policy record the moment you upload them.
Every document is stored in a private AWS S3 bucket, encrypted at rest, and served only through authenticated signed URLs. There are no public document links. Nobody can access your documents without being signed in to your account.
Documents are only visible to you by default. When you choose to share a policy with your broker, they can access the documents you have attached to that policy — and nothing else. You can revoke that access at any time.
When you share a policy with your broker, they access a structured view through the insia broker portal — not your full document library.
When a client shares a policy record with their broker through insia, the broker can view the policy details and attached documents within the broker portal. Brokers do not have access to documents on policies that have not been shared.
Broker portal access is scoped to the specific policies a client chooses to share. The broker portal never provides visibility across a client's full document library — only the records and attachments explicitly shared.
Documents shared through insia give brokers structured factual context — policy schedules, renewal dates, premiums, excesses. insia does not facilitate advice, underwriting, or product recommendation through document sharing.
insia supports any document relevant to your insurance records — uploaded directly or imported via email forwarding.
Documents are stored in private AWS S3 buckets (Sydney region), encrypted at rest, and served only through authenticated signed URLs scoped by Supabase Row Level Security. No document is accessible without being signed in to your account. Read the full security overview →
Join the waitlist and be among the first to organise your insurance documents in insia when we launch.
Join the waitlist