Incoming
Calls, forms, emails and chats arrive from clients.
Broker CRMBook a demo Insia Broker CRM
Every brokeragegets an AI-enabledoperations team.
Built to work for you. Always under your control.
Capture every opportunity, stay ahead of renewals and deliver exceptional client service with optional AI agents that prepare the work—so your brokers can focus on relationships, judgement and advice.
Human approvalYou decide what happens next.
General information onlyAI does not provide insurance advice.
Broker-controlledSensitive work hands over to your team.
Enquiry AgentCaptures and qualifies leads
Appointment AgentSchedules and coordinates
Call & Chat TriageRoutes conversations
Renewal PreparationPrepares review work
Follow-up AgentKeeps work moving
YouBroker in control
How it works
A broker-centred AI operating model.
AI can handle approved preparation behind the scenes, then hand everything to your team for review, decision and action.
AI agents assist
Information is captured, summarised and triaged.
Broker review
Your team validates context and decides the next step.
GHL workflows
Approved work becomes tasks, reminders and pipeline updates.
Client communication
Your team sends timely, contextual responses.
Human approval remains the decision gate.
Optional AI operations layer
Meet the agents configured around your brokerage.
Each role works inside approved boundaries and knows when to hand control back to your team.
Enquiry Agent
Captures web, email and chat enquiries, asks approved questions and prepares qualified leads for review.
Handover stateReady for reviewAppointment Agent
Offers approved times, checks calendar availability and coordinates confirmations and reschedules.
Handover stateAwaiting confirmationFollow-up Agent
Drafts timely follow-ups from the CRM record so common questions and next steps stay visible.
Handover stateWaiting on clientRenewal Preparation Agent
Gathers dates, notes and missing information to prepare a factual renewal work pack.
Handover stateReady for reviewCall & Chat Triage Agent
Captures first contact, summarises the conversation and hands sensitive or complex matters to your team.
Handover stateRouted to teamAI works for you. You decide. You approve.
The platform beneath the workflow
Powerful CRM capabilities built using HighLevel.
Configured for insurance-broker operations, with Insia safeguards and implementation support around the platform.
Contacts & companies
Keep brokerage and client records organised.
Pipelines & opportunities
Track enquiries, renewals, claims and service work.
Forms & surveys
Capture structured information directly into the CRM.
Calendars & bookings
Coordinate appointments and reminders.
Unified conversations
Keep calls, email, SMS and chat context together.
Workflow automation
Route tasks and approved follow-up steps.
Dashboards & reporting
See operational work and bottlenecks clearly.
Snapshots & templates
Roll out repeatable brokerage processes.
Conversation AI
Optional drafting and triage within approved boundaries.
Voice AI
Optional call assistance with clear human handover.
HighLevel is a third-party platform. Availability and configuration of individual features can vary by plan, location and approved implementation scope.
Operational clarity
Real work, made easier to see and manage.
Enquiries captured
Keep new opportunities visible from the first interaction.
Renewal dates visible
Prepare earlier with dates, tasks and missing information in one place.
Service requests routed
Send work to the right person with context and a next step.
Complaints escalated
Flag urgent matters for prompt human review and response.
Audit context retained
Keep the interaction and decision trail attached to the record.
One operating view
Give every broker a clear next step.
Bring enquiries, actions, renewals and records into one structured workspace. The dashboard shown is an Insia broker workspace reference; each rollout is tailored and verified before use.
- Clear work queues and ownership
- Renewal and follow-up visibility
- Human review at critical steps
Control by design
Built for careful client service.
Consent capture
Record communication preferences and approved contact context.
Human handover
AI assists; your authorised team reviews and decides.
Complaint escalation
Route complaints and urgent concerns to the right person quickly.
Do not automate
Keep vulnerable or sensitive matters outside automated paths.
Factual wording
Keep communications general and non-advisory until broker review.
Audit context
Retain the relevant interaction and decision trail with the record.
See it in your brokerage
Book a practical, personalised demo.
We’ll show how Insia Broker CRM can support the work your team already does—without replacing broker judgement.
- See the AI-agent handover model
- Explore broker-specific workflows
- Ask questions about rollout and controls
- No pressure and no hidden pricing promise