Quoting with less chasing
Missing risk information, documents and follow-up become visible before the broker starts comparing terms.
Book a demo AI agents built for insurance brokerages
AI agents for every insurance workflow.
Quote. Renew. Claim. Service. Follow up. All connected.
Insia combines insurance-ready pipelines, forms, conversations, marketing and everyday CRM tools—then puts specialised AI agents around the repetitive work at every stage.
Insurance-readyMapped pipelines and forms for core broker work.
Broker controlledAdvice and sensitive decisions stay with people.
Time backAI prepares, follows up and keeps work moving.
Quote AgentPrepares risk and quote work
Renewal AgentStarts early and gathers changes
Claims AgentTracks claim actions and updates
Service AgentRoutes policy and document work
Conversation AgentUnderstands every contact
Your brokeragePeople in control
A different brokerage operating system
AI supports the work around every policy.
The CRM keeps the record, pipeline and conversation together. Insurance agents prepare the work, chase the missing pieces and surface the next decision.
Renewals prepared earlier
Renewal dates open structured workflows with declarations, tasks and client reminders already attached.
Claims kept moving
Notifications, documents, insurer responses and client updates stay connected to one operational timeline.
Service work has an owner
Certificates, changes and document requests are triaged into a clear queue instead of a shared inbox.
Every client interaction has context
The team can see the conversation, policy need, pipeline stage and next action together.
Pipelines built for insurance brokers
See how AI helps at every stage.
Open a pipeline to explore its stages, the ready-made forms behind it and the role an AI agent can play without replacing broker judgement.
New business & quote pipeline
Move a new enquiry from first contact to a broker-ready quote comparison and client onboarding workflow.
Ready-made forms
New business enquiry Business risk fact find Document upload Quote acceptance
Enquiry received
Quote Agent
Captures the client’s request from phone, message, email or form and creates the opportunity.
Risk details gathered
Quote Agent
Checks the fact find, identifies missing information and prepares an approved follow-up.
Market submission
Placement support
Organises documents, creates market tasks and keeps insurer responses attached to the opportunity.
Quotes received
Quote Agent
Extracts factual terms into a structured comparison for broker review—without making a recommendation.
Broker review
Human decision gate
The authorised broker reviews terms, advice context and the client communication before it is sent.
Accepted & onboarded
Service Agent
Triggers documents, welcome communication, tasks and the first review or renewal date.
Insurance forms, ready to go
Start with the information brokers already need.
Pre-built forms provide a practical starting point for the major insurance workflows. They can be branded, tailored and connected to the right pipeline before launch.
New business enquiry
Capture contact details, insurance type, timing and the first risk context.
Business risk fact find
Collect structured business, asset, activity and current-insurance information.
Renewal declaration
Ask what changed, update schedules and collect documents before review begins.
Claim notification
Capture incident details, urgency, parties involved and supporting documents.
Certificate request
Collect the policy, interested party, wording and required delivery date.
Policy change request
Record additions, removals, address changes and other service instructions.
Document upload
Give clients a clear, connected path for sending requested information.
Complaint or escalation
Capture the concern and route it immediately into the approved response process.
Insurance AI agents
Specialised around how a brokerage actually works.
Each agent uses the policy, opportunity, form and conversation context available to its workflow—and hands control back when judgement is required.
Quote Agent
Captures enquiries, checks fact finds, follows up for missing risk information and structures factual quote comparisons for broker review.
Prepared outcomeQuote work preparedRenewal Agent
Opens renewal workflows early, gathers what changed and prepares the policy, claims and client context the broker needs.
Prepared outcomeRenewal pack readyClaims Agent
Captures claim notifications, requests documents, tracks insurer correspondence and keeps diary actions visible.
Prepared outcomeClaim action updatedClient Service Agent
Triages certificates, policy changes, document requests and complaints, then assigns the right work with context.
Prepared outcomeService request routedConversation Agent
Understands approved phone, SMS, email, WhatsApp and chat interactions and prepares the next response or handover.
Prepared outcomeConversation triagedMarketing Agent
Builds insurance audiences, drafts approved campaigns and helps run referral, review and nurture journeys.
Prepared outcomeCampaign readyAI assists with operations. Authorised brokers remain responsible for advice, recommendations and insurance decisions.
Every insurance conversation, together
Phone, message, email and WhatsApp beside the client record.
Move from a conversation into the correct quote, renewal, claim or service pipeline without rebuilding the context.
Phone
SMS
Email
WhatsApp
Web chat
Facebook
Instagram
One client conversation
See messages, calls, notes, quote follow-up, claim updates and renewal contact together.
Insurance-aware summaries
Turn long threads and calls into concise factual summaries and a clear next action for review.
Call handling
Route calls, capture the insurance reason for contact and trigger the right pipeline or service workflow.
Ownership and assignments
Make the responsible broker, claims person or service team member visible on every interaction.
Approved insurance templates
Use consistent wording for documents, renewals, quotes, claims updates and service requests.
Missed-contact recovery
Create timely follow-up when a client call, quote enquiry or document request is missed.
Channel availability depends on connected accounts, consent, number setup and the approved rollout for your brokerage.
Insurance marketing and client growth
Keep growth activity connected to policies and conversations.
Plan campaigns, capture insurance enquiries and start the right quote or nurture workflow without moving leads between disconnected tools.
Insurance email campaigns
Create newsletters, renewal education, risk updates and segmented client campaigns.
SMS and WhatsApp outreach
Run consent-aware reminders and campaigns through the channels clients use.
Quote and renewal nurture
Keep prospects and clients moving through timed, event-based follow-up journeys.
Insurance landing pages
Capture enquiries for business, home, motor, professional and other insurance needs.
Social publishing
Plan and publish approved insurance content across connected social channels.
Reviews and referrals
Request feedback after key service moments and make referral follow-up part of the process.
Client segmentation
Use policy type, renewal timing, lifecycle, tags and activity to reach the right audience.
Campaign reporting
See engagement, responses and opportunity activity without assembling separate reports.
Everything else the brokerage CRM needs
The wider toolkit stays underneath the insurance workflows.
Start with quote, renewal, claims and service operations, then add the supporting capabilities your brokerage needs.
Client and business records
Keep people, businesses, policies, notes, documents and communication history organised.
Insurance opportunity pipelines
Track new business, renewals, claims support and client service through dedicated stages.
Calendars and bookings
Coordinate review calls, claim discussions, quote appointments and team availability.
Tasks and work queues
Create ownership, priorities and due dates from real insurance activity.
Ready-made forms
Collect structured insurance information and use it to start the correct workflow.
Websites and landing pages
Launch focused pages for insurance enquiries, campaigns and client education.
Payments and invoices
Support connected payment, estimate and invoicing workflows where appropriate.
Documents and signatures
Prepare documents, request signatures and keep completion status visible.
Brokerage reporting
Monitor conversations, pipelines, activity, campaigns and team workload.
Insurance workflow templates
Roll out proven pipelines, messages, forms and operating structures consistently.
Mobile access
Keep conversations, tasks, opportunities and appointments available while the team is moving.
Integrations and webhooks
Connect approved systems and reduce repeated entry between brokerage tools.
Individual channels and capabilities depend on connected services, configuration, region and the agreed implementation scope.
Control by design
Insurance operations automated carefully.
Consent capture
Record communication preferences and approved contact context.
Broker handover
Route advice, recommendations and sensitive matters to an authorised broker.
Complaint escalation
Identify urgent concerns and make ownership visible quickly.
Vulnerable clients
Keep vulnerable or unsuitable situations outside automated paths.
Factual wording
Use general, non-advisory communication until broker review.
Audit context
Retain relevant conversations, actions and handover context with the record.
See your insurance workflows mapped
Book an AI operations demo for your brokerage.
We’ll show the quote, renewal, claims and service pipelines, the forms behind them and where specialised AI agents can give your team time back.
- Explore insurance-specific AI agents
- Walk through quote, renewal, claims and service stages
- Review ready-made insurance forms
- Identify the first practical brokerage rollout